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iShares Russell 1000 Value ETF

1,898 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 650 increasing their positions, 547 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: 1,7461,898 (+152)

2.49% more ownership

Funds ownership: 80.27%82.77% (+2.5%)

85% less call options, than puts

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

Holders
1,898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
BJL
1901
Brighton Jones LLC
Washington
JHU
1902
Johns Hopkins University
Maryland
TWP
1903
Total Wealth Planning
Ohio
Mackenzie Financial
1904
Mackenzie Financial
Ontario, Canada
CPRC
1905
Consolidated Portfolio Review Corp
New York
ATS
1906
Ashton Thomas Securities
New York
MPCL
1907
My Personal CFO LLC
Washington
Balyasny Asset Management
1908
Balyasny Asset Management
Illinois
RFG
1909
RFP Financial Group
Georgia
Citadel Advisors
1910
Citadel Advisors
Florida
XT
1911
XTX Topco
Cayman Islands
P
1912
Pitcairn
Pennsylvania
CPIA
1913
Cornell Pochily Investment Advisors
New York
WAM
1914
Wakefield Asset Management
Colorado
RCA
1915
Runnymede Capital Advisors
Ohio
OBWG
1916
Onyx Bridge Wealth Group
New York
COLIM
1917
City of London Investment Management
United Kingdom
HT
1918
Headlands Technologies
Illinois
MC
1919
McCarthy & Cox
Ohio
TA
1920
TLS Advisors
Florida
IWA
1921
IBEX Wealth Advisors
New Jersey
RWP
1922
Ridgecrest Wealth Partners
California
EWM
1923
Echo Wealth Management
Minnesota
RWP
1924
Revolve Wealth Partners
New Jersey
ACM
1925
Andina Capital Management
Utah