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iShares Russell 1000 Value ETF

1,861 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 224 funds opening new positions, 641 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: 1,7381,861 (+123)

2.15% more ownership

Funds ownership: 80.26%82.41% (+2.1%)

85% less call options, than puts

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

Holders
1,861
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
CPIA
1876
Cornell Pochily Investment Advisors
New York
WAM
1877
Wakefield Asset Management
Colorado
RCA
1878
Runnymede Capital Advisors
Ohio
OBWG
1879
Onyx Bridge Wealth Group
New York
COLIM
1880
City of London Investment Management
United Kingdom
HT
1881
Headlands Technologies
Illinois
MC
1882
McCarthy & Cox
Ohio
TA
1883
TLS Advisors
Florida
IWA
1884
IBEX Wealth Advisors
New Jersey
RWP
1885
Ridgecrest Wealth Partners
California
EWM
1886
Echo Wealth Management
Minnesota
RWP
1887
Revolve Wealth Partners
New Jersey
ACM
1888
Andina Capital Management
Utah
PA
1889
Planning Alternatives
Michigan
GWM
1890
GSB Wealth Management
Connecticut
BST
1891
Bath Savings Trust
Maine
MWA
1892
Muirfield Wealth Advisors
North Carolina
LBC
1893
Leigh Baldwin & Co
New York
EA
1894
Everpar Advisors
Oklahoma
RIM
1895
Redwood Investment Management
Arizona
TFO
1896
Tarbox Family Office
California
TPWM
1897
Twelve Points Wealth Management
Massachusetts
SIAG
1898
Safeguard Investment Advisory Group
California
WWA
1899
Wingate Wealth Advisors
Massachusetts
SWIG
1900
Strategic Wealth Investment Group
Kentucky