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iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
FM
276
Foster & Motley
Ohio
$9.4M
OFS
277
Oldfather Financial Services
Nebraska
$9.25M
JIC
278
Johnson Investment Counsel
Ohio
$9.24M
RWM
279
Ritholtz Wealth Management
New York
$9.22M
MIM
280
MetLife Investment Management
New Jersey
$9.11M
SHWM
281
Smith & Howard Wealth Management
Georgia
$9.11M
SWA
282
Stratos Wealth Advisors
Ohio
$9.1M
AWA
283
Arete Wealth Advisors
Illinois
$8.96M
PP
284
Paladin Partners
Wisconsin
$8.87M
OFG
285
Oxford Financial Group
Indiana
$8.87M
FCP
286
Fidelis Capital Partners
Florida
$8.77M
WFA
287
Wellspring Financial Advisors
Ohio
$8.77M
WB
288
Webster Bank
Connecticut
$8.76M
Allspring Global Investments
289
Allspring Global Investments
North Carolina
$8.74M
Kovitz Investment Group Partners
290
Kovitz Investment Group Partners
Illinois
$8.72M
NIG
291
NFJ Investment Group
Texas
$8.65M
HSA
292
HBK Sorce Advisory
Pennsylvania
$8.63M
SCA
293
Snowden Capital Advisors
New York
$8.6M
QC
294
Quent Capital
New York
$8.58M
QLSGSCF
295
Quent Long Short Global Small Cap Fund
New York
$8.58M
SWP
296
Stratos Wealth Partners
Ohio
$8.54M
AFP
297
Ausdal Financial Partners
Iowa
$8.4M
BMCM
298
Bryn Mawr Capital Management
Pennsylvania
$8.34M
VA
299
Veratis Advisors
North Carolina
$8.25M
RCAG
300
Rehmann Capital Advisory Group
Michigan
$8.25M