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iShares Russell 1000 Value ETF

1,738 hedge funds and large institutions have $51.9B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 550 increasing their positions, 618 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: $ → $

more funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 10392 (-11)

11% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 618

94% less call options, than puts

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

Holders
1,738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
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
NGA
226
Naples Global Advisors
Florida
$10.9M
JWA
227
JFS Wealth Advisors
Pennsylvania
$10.9M
WSFS
228
Wilmington Savings Fund Society
Delaware
$10.9M
GIM
229
Goelzer Investment Management
Indiana
$10.9M
JFG
230
Jefferies Financial Group
New York
$10.7M
MCM
231
Morton Capital Management
California
$10.6M
NOI
232
Newton One Investments
Delaware
$10.5M
MG
233
Mather Group
Illinois
$10.5M
Bessemer Group
234
Bessemer Group
New Jersey
$10.4M
MPM
235
Meritage Portfolio Management
Kansas
$10.2M
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$10.2M
Neuberger Berman Group
237
Neuberger Berman Group
New York
$10.1M
BTI
238
Blue Trust Inc
Georgia
$10M
MBT
239
Montecito Bank & Trust
California
$10M
NW
240
NewEdge Wealth
Pennsylvania
$9.85M
VWA
241
Visionary Wealth Advisors
Illinois
$9.8M
DT
242
Diversified Trust
Tennessee
$9.77M
NL
243
NWAM LLC
Washington
$9.64M
TWM
244
Tradition Wealth Management
Minnesota
$9.6M
AF
245
Allworth Financial
California
$9.26M
VFA
246
Valeo Financial Advisors
Indiana
$9.23M
FCP
247
Fidelis Capital Partners
Florida
$9.22M
HW
248
Hancock Whitney
Mississippi
$9.16M
RWM
249
Ritholtz Wealth Management
New York
$9.1M
JIC
250
Johnson Investment Counsel
Ohio
$9.08M