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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
CB
351
Centennial Bank
Arkansas
$5.22M
HDIM
352
Hanson & Doremus Investment Management
Vermont
$5.22M
CIA
353
Concurrent Investment Advisors
Florida
$5.19M
JFG
354
JMG Financial Group
Illinois
$5.16M
VA
355
Valmark Advisers
Ohio
$5.15M
HWA
356
Hillcrest Wealth Advisors
New Jersey
$5.15M
SFA
357
Sequoia Financial Advisors
Ohio
$5.15M
AWA
358
Alta Wealth Advisors
Massachusetts
$5.14M
GVAG
359
Great Valley Advisor Group
Delaware
$5.12M
PAG
360
Paladin Advisory Group
Iowa
$5.1M
AUB
361
Atlantic Union Bankshares
Virginia
$5.1M
GRP
362
Global Retirement Partners
California
$5.04M
DPI
363
Diversified Portfolios Inc
Michigan
$5.03M
NEPWA
364
New England Private Wealth Advisors
Massachusetts
$4.96M
Susquehanna International Group
365
Susquehanna International Group
Pennsylvania
$4.95M
TLA
366
Tanglewood Legacy Advisors
Texas
$4.92M
PWA
367
Provenance Wealth Advisors
Florida
$4.91M
DWT
368
Dorsey & Whitney Trust
South Dakota
$4.87M
NCM
369
Next Capital Management
New York
$4.86M
MMG
370
Monetary Management Group
Missouri
$4.82M
BMCM
371
Bryn Mawr Capital Management
Pennsylvania
$4.82M
CPRC
372
Consolidated Portfolio Review Corp
New York
$4.82M
BFM
373
Broadview Financial Management
Wisconsin
$4.81M
CA
374
Cornerstone Advisory
Maryland
$4.77M
TWM
375
Tolleson Wealth Management
Texas
$4.74M