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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
SFS
326
Sowell Financial Services
Arkansas
$7.48M
FFA
327
Farther Finance Advisors
California
$7.48M
FTWA
328
Fifth Third Wealth Advisors
Ohio
$7.43M
S
329
SignatureFD
Georgia
$7.42M
AG
330
AlTi Global
New York
$7.41M
PWPS
331
Pinnacle Wealth Planning Services
Ohio
$7.37M
SEI Investments
332
SEI Investments
Pennsylvania
$7.37M
CWS
333
Confluence Wealth Services
Pennsylvania
$7.34M
RBCM
334
Raub Brock Capital Management
California
$7.3M
VAS
335
Vestmark Advisory Solutions
Massachusetts
$7.27M
R
336
Rebalance
California
$7.26M
WFS
337
Widmann Financial Services
Maryland
$7.21M
EB
338
Eastern Bank
Massachusetts
$7.05M
WT
339
Whittier Trust
California
$6.88M
TF
340
Tandem Financial
Colorado
$6.82M
MB
341
MidFirst Bank
Oklahoma
$6.8M
BAAM
342
Baker Avenue Asset Management
California
$6.77M
Principal Financial Group
343
Principal Financial Group
Iowa
$6.75M
AssetMark Inc
344
AssetMark Inc
California
$6.74M
RIS
345
Retirement Income Solutions
Michigan
$6.72M
Vanguard Group
346
Vanguard Group
Pennsylvania
$6.67M
AIFAIM
347
American Institute for Advanced Investment Management
Arizona
$6.63M
Loomis, Sayles & Company
348
Loomis, Sayles & Company
Massachusetts
$6.62M
AI
349
Auour Investments
Massachusetts
$6.59M
QCG
350
Quadrant Capital Group
Ohio
$6.58M