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iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 645 increasing their positions, 546 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: $ → $

8% more funds holding

Funds holding: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

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

Holders
1,878
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
OFS
276
Oldfather Financial Services
Nebraska
$9.25M
JIC
277
Johnson Investment Counsel
Ohio
$9.24M
RWM
278
Ritholtz Wealth Management
New York
$9.22M
MIM
279
MetLife Investment Management
New Jersey
$9.11M
SHWM
280
Smith & Howard Wealth Management
Georgia
$9.11M
SWA
281
Stratos Wealth Advisors
Ohio
$9.1M
AWA
282
Arete Wealth Advisors
Illinois
$8.96M
OFG
283
Oxford Financial Group
Indiana
$8.87M
FCP
284
Fidelis Capital Partners
Florida
$8.77M
WFA
285
Wellspring Financial Advisors
Ohio
$8.77M
WB
286
Webster Bank
Connecticut
$8.76M
Allspring Global Investments
287
Allspring Global Investments
North Carolina
$8.74M
Kovitz Investment Group Partners
288
Kovitz Investment Group Partners
Illinois
$8.72M
NIG
289
NFJ Investment Group
Texas
$8.65M
HSA
290
HBK Sorce Advisory
Pennsylvania
$8.63M
SCA
291
Snowden Capital Advisors
New York
$8.6M
QC
292
Quent Capital
New York
$8.58M
QLSGSCF
293
Quent Long Short Global Small Cap Fund
New York
$8.58M
SWP
294
Stratos Wealth Partners
Ohio
$8.54M
AFP
295
Ausdal Financial Partners
Iowa
$8.4M
BMCM
296
Bryn Mawr Capital Management
Pennsylvania
$8.34M
VA
297
Veratis Advisors
North Carolina
$8.25M
RCAG
298
Rehmann Capital Advisory Group
Michigan
$8.25M
SWM
299
Segment Wealth Management
Texas
$8.15M
SC
300
Sepio Capital
Utah
$8.12M