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iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
AWMNH
251
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11.7M
Jane Street
252
Jane Street
New York
$11.6M
JWA
253
JFS Wealth Advisors
Pennsylvania
$11.4M
JFG
254
Jefferies Financial Group
New York
$11.4M
ASN
255
Advisory Services Network
Georgia
$11.3M
FWM
256
FMA Wealth Management
Massachusetts
$11.3M
NOI
257
Newton One Investments
Delaware
$10.8M
Bessemer Group
258
Bessemer Group
New Jersey
$10.8M
GIM
259
Goelzer Investment Management
Indiana
$10.6M
MCM
260
Morton Capital Management
California
$10.4M
MBT
261
Montecito Bank & Trust
California
$10.3M
NL
262
NWAM LLC
Washington
$10.2M
DT
263
Diversified Trust
Tennessee
$10.2M
HW
264
Hancock Whitney
Mississippi
$10.2M
TWM
265
Tradition Wealth Management
Minnesota
$10.1M
MG
266
Mather Group
Illinois
$10M
WAP
267
Wealthcare Advisory Partners
Pennsylvania
$9.88M
VFA
268
Valeo Financial Advisors
Indiana
$9.77M
VWA
269
Visionary Wealth Advisors
Illinois
$9.73M
AI
270
Atria Investments
North Carolina
$9.67M
NP
271
NorthRock Partners
Minnesota
$9.63M
IWC
272
Integrated Wealth Concepts
Massachusetts
$9.51M
SCM
273
SCS Capital Management
Massachusetts
$9.45M
FM
274
Foster & Motley
Ohio
$9.4M
OFS
275
Oldfather Financial Services
Nebraska
$9.25M