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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
HFS
1901
Hughes Financial Services
Virginia
$1.47K
FGA
1902
Fortis Group Advisors
New Jersey
$1.47K
CIM
1903
Contravisory Investment Management
Massachusetts
$841
RIA
1904
Realta Investment Advisors
Delaware
$535
NL
1905
Navalign LLC
California
$72
MI
1906
Motiv8 Investments
Florida
$24
BJL
1907
Brighton Jones LLC
Washington
JHU
1908
Johns Hopkins University
Maryland
TWP
1909
Total Wealth Planning
Ohio
Mackenzie Financial
1910
Mackenzie Financial
Ontario, Canada
CPRC
1911
Consolidated Portfolio Review Corp
New York
ATS
1912
Ashton Thomas Securities
New York
MPCL
1913
My Personal CFO LLC
Washington
Balyasny Asset Management
1914
Balyasny Asset Management
Illinois
RFG
1915
RFP Financial Group
Georgia
Citadel Advisors
1916
Citadel Advisors
Florida
XT
1917
XTX Topco
Cayman Islands
P
1918
Pitcairn
Pennsylvania
CPIA
1919
Cornell Pochily Investment Advisors
New York
WAM
1920
Wakefield Asset Management
Colorado
RCA
1921
Runnymede Capital Advisors
Ohio
OBWG
1922
Onyx Bridge Wealth Group
New York
COLIM
1923
City of London Investment Management
United Kingdom
HT
1924
Headlands Technologies
Illinois
MC
1925
McCarthy & Cox
Ohio