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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
Citadel Advisors
1876
Citadel Advisors
Florida
XT
1877
XTX Topco
Cayman Islands
P
1878
Pitcairn
Pennsylvania
CPIA
1879
Cornell Pochily Investment Advisors
New York
WAM
1880
Wakefield Asset Management
Colorado
RCA
1881
Runnymede Capital Advisors
Ohio
OBWG
1882
Onyx Bridge Wealth Group
New York
COLIM
1883
City of London Investment Management
United Kingdom
HT
1884
Headlands Technologies
Illinois
MC
1885
McCarthy & Cox
Ohio
TA
1886
TLS Advisors
Florida
IWA
1887
IBEX Wealth Advisors
New Jersey
RWP
1888
Ridgecrest Wealth Partners
California
EWM
1889
Echo Wealth Management
Minnesota
RWP
1890
Revolve Wealth Partners
New Jersey
ACM
1891
Andina Capital Management
Utah
PA
1892
Planning Alternatives
Michigan
GWM
1893
GSB Wealth Management
Connecticut
BST
1894
Bath Savings Trust
Maine
MWA
1895
Muirfield Wealth Advisors
North Carolina
LBC
1896
Leigh Baldwin & Co
New York
EA
1897
Everpar Advisors
Oklahoma
RIM
1898
Redwood Investment Management
Arizona
TFO
1899
Tarbox Family Office
California
TPWM
1900
Twelve Points Wealth Management
Massachusetts