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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
JFG
351
JMG Financial Group
Illinois
$5.16M
VA
352
Valmark Advisers
Ohio
$5.15M
HWA
353
Hillcrest Wealth Advisors
New Jersey
$5.15M
SFA
354
Sequoia Financial Advisors
Ohio
$5.15M
AWA
355
Alta Wealth Advisors
Massachusetts
$5.14M
GVAG
356
Great Valley Advisor Group
Delaware
$5.12M
PAG
357
Paladin Advisory Group
Iowa
$5.1M
AUB
358
Atlantic Union Bankshares
Virginia
$5.1M
GRP
359
Global Retirement Partners
California
$5.04M
DPI
360
Diversified Portfolios Inc
Michigan
$5.03M
NEPWA
361
New England Private Wealth Advisors
Massachusetts
$4.96M
Susquehanna International Group
362
Susquehanna International Group
Pennsylvania
$4.95M
TLA
363
Tanglewood Legacy Advisors
Texas
$4.92M
PWA
364
Provenance Wealth Advisors
Florida
$4.91M
DWT
365
Dorsey & Whitney Trust
South Dakota
$4.87M
NCM
366
Next Capital Management
New York
$4.86M
MMG
367
Monetary Management Group
Missouri
$4.82M
BMCM
368
Bryn Mawr Capital Management
Pennsylvania
$4.82M
CPRC
369
Consolidated Portfolio Review Corp
New York
$4.82M
BFM
370
Broadview Financial Management
Wisconsin
$4.81M
CA
371
Cornerstone Advisory
Maryland
$4.77M
TWM
372
Tolleson Wealth Management
Texas
$4.74M
RCA
373
Riverview Capital Advisers
Massachusetts
$4.74M
CM
374
Columbus Macro
Pennsylvania
$4.72M
RA
375
RFG Advisory
Alabama
$4.72M