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iShares Russell 1000 Value ETF

1,715 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 547 increasing their positions, 607 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 607

12% less funds holding in top 10

Funds holding in top 10: 10391 (-12)

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$67.8M
Puts
$1.08B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
226
Goelzer Investment Management
Indiana
$10.9M
JFG
227
Jefferies Financial Group
New York
$10.7M
MCM
228
Morton Capital Management
California
$10.6M
NOI
229
Newton One Investments
Delaware
$10.5M
MG
230
Mather Group
Illinois
$10.5M
Bessemer Group
231
Bessemer Group
New Jersey
$10.4M
MPM
232
Meritage Portfolio Management
Kansas
$10.2M
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$10.2M
Neuberger Berman Group
234
Neuberger Berman Group
New York
$10.1M
BTI
235
Blue Trust Inc
Georgia
$10M
MBT
236
Montecito Bank & Trust
California
$10M
NW
237
NewEdge Wealth
Pennsylvania
$9.85M
VWA
238
Visionary Wealth Advisors
Illinois
$9.8M
DT
239
Diversified Trust
Tennessee
$9.77M
NL
240
NWAM LLC
Washington
$9.63M
TWM
241
Tradition Wealth Management
Minnesota
$9.6M
VFA
242
Valeo Financial Advisors
Indiana
$9.23M
FCP
243
Fidelis Capital Partners
Florida
$9.22M
HW
244
Hancock Whitney
Mississippi
$9.16M
RWM
245
Ritholtz Wealth Management
New York
$9.1M
JIC
246
Johnson Investment Counsel
Ohio
$9.08M
OFS
247
Oldfather Financial Services
Nebraska
$9.01M
OFG
248
Oxford Financial Group
Indiana
$8.85M
SHWM
249
Smith & Howard Wealth Management
Georgia
$8.76M
R
250
Rebalance
California
$8.74M