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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
PA
1926
Planning Alternatives
Michigan
GWM
1927
GSB Wealth Management
Connecticut
BST
1928
Bath Savings Trust
Maine
MWA
1929
Muirfield Wealth Advisors
North Carolina
LBC
1930
Leigh Baldwin & Co
New York
EA
1931
Everpar Advisors
Oklahoma
RIM
1932
Redwood Investment Management
Arizona
TFO
1933
Tarbox Family Office
California
TPWM
1934
Twelve Points Wealth Management
Massachusetts
SIAG
1935
Safeguard Investment Advisory Group
California
WWA
1936
Wingate Wealth Advisors
Massachusetts
SWIG
1937
Strategic Wealth Investment Group
Kentucky
LSIA
1938
LaSalle St. Investment Advisors
Illinois
Macquarie Group
1939
Macquarie Group
Australia
WW
1940
Winnow Wealth
Texas
JWM
1941
JPL Wealth Management
Colorado
GWSG
1942
GPS Wealth Strategies Group
Colorado
CCM
1943
Cloud Capital Management
Washington
HFS
1944
Hopwood Financial Services
Virginia
NC
1945
North Capital
Utah
GFWA
1946
Grey Fox Wealth Advisors
Delaware
TCM
1947
TruNorth Capital Management
Michigan
FFWM
1948
Future Financial Wealth Management
Ohio
MSG
1949
Main Street Group
Virginia
RWM
1950
RMG Wealth Management
Wisconsin