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iShares Russell 1000 Value ETF

1,898 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 650 increasing their positions, 547 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 1,7461,898 (+152)

2.49% more ownership

Funds ownership: 80.27%82.77% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$738M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1876
Modus Advisors
Minnesota
$6.31K
GIP
1877
Granite Investment Partners
California
$6.1K
RWPA
1878
Richard W. Paul & Associates
Michigan
$5.68K
BC
1879
Broadwater Capital
Massachusetts
$5.47K
HWM
1880
Horizons Wealth Management
North Carolina
$5.26K
LB
1881
Legacy Bridge
Iowa
$5.26K
OC
1882
Optima Capital
Oregon
$5.26K
Q1WB
1883
Quest 10 Wealth Builders
Virginia
$4.84K
TFA
1884
Toth Financial Advisory
Virginia
$4.21K
DFA
1885
DHJJ Financial Advisors
Illinois
$4.21K
HFM
1886
Harvest Fund Management
China
$4K
FG
1887
Fairman Group
Pennsylvania
$3.37K
DSC
1888
Daytona Street Capital
Missouri
$3.15K
LA
1889
LM Advisors
California
$2.94K
ETC
1890
Exchange Traded Concepts
Oklahoma
$2.52K
RG
1891
RHL Group
Michigan
$2.52K
WA
1892
Westfuller Advisors
New York
$2.31K
AF
1893
Alerus Financial
North Dakota
$1.68K
GAMC
1894
Garner Asset Management Corp
Texas
$1.68K
HFS
1895
Hughes Financial Services
Virginia
$1.47K
FGA
1896
Fortis Group Advisors
New Jersey
$1.47K
CIM
1897
Contravisory Investment Management
Massachusetts
$841
RIA
1898
Realta Investment Advisors
Delaware
$535
NL
1899
Navalign LLC
California
$72
MI
1900
Motiv8 Investments
Florida
$24