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iShares Russell 1000 Value ETF

1,730 hedge funds and large institutions have $51.8B 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, 614 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:

10% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 614

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
1,730
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
JWA
226
JFS Wealth Advisors
Pennsylvania
$10.9M
WSFS
227
Wilmington Savings Fund Society
Delaware
$10.9M
GIM
228
Goelzer Investment Management
Indiana
$10.9M
JFG
229
Jefferies Financial Group
New York
$10.7M
MCM
230
Morton Capital Management
California
$10.6M
NOI
231
Newton One Investments
Delaware
$10.5M
MG
232
Mather Group
Illinois
$10.5M
Bessemer Group
233
Bessemer Group
New Jersey
$10.4M
MPM
234
Meritage Portfolio Management
Kansas
$10.2M
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$10.2M
Neuberger Berman Group
236
Neuberger Berman Group
New York
$10.1M
BTI
237
Blue Trust Inc
Georgia
$10M
MBT
238
Montecito Bank & Trust
California
$10M
NW
239
NewEdge Wealth
Pennsylvania
$9.85M
VWA
240
Visionary Wealth Advisors
Illinois
$9.8M
DT
241
Diversified Trust
Tennessee
$9.77M
NL
242
NWAM LLC
Washington
$9.63M
TWM
243
Tradition Wealth Management
Minnesota
$9.6M
AF
244
Allworth Financial
California
$9.26M
VFA
245
Valeo Financial Advisors
Indiana
$9.23M
FCP
246
Fidelis Capital Partners
Florida
$9.22M
HW
247
Hancock Whitney
Mississippi
$9.16M
RWM
248
Ritholtz Wealth Management
New York
$9.1M
JIC
249
Johnson Investment Counsel
Ohio
$9.08M
OFS
250
Oldfather Financial Services
Nebraska
$9.01M