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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
JWM
526
JFG Wealth Management
Colorado
$2.49M
NB
527
Nicolet Bankshares
Wisconsin
$2.49M
AFG
528
Allegheny Financial Group
Pennsylvania
$2.49M
AB
529
Atlas Brown
Kentucky
$2.47M
PGFC
530
Peapack-Gladstone Financial Corp
New Jersey
$2.45M
OPCM
531
Osborne Partners Capital Management
California
$2.42M
FDCP
532
Foster Dykema Cabot & Partners
Massachusetts
$2.42M
PTC
533
Private Trust Company
Ohio
$2.41M
GC
534
Grimes & Company
Massachusetts
$2.4M
SAM
535
Secure Asset Management
Michigan
$2.4M
ZBNA
536
Zions Bancorporation, National Association
Utah
$2.39M
FFA
537
Founders Financial Alliance
North Carolina
$2.39M
LFAS
538
Level Four Advisory Services
Texas
$2.39M
OC
539
Oarsman Capital
Wisconsin
$2.39M
BFG
540
Baron Financial Group
New Jersey
$2.36M
EWM
541
Evercore Wealth Management
New York
$2.34M
TA
542
Tactive Advisors
Florida
$2.33M
SI
543
Saxon Interests
Texas
$2.32M
CWMP
544
Clarion Wealth Managment Partners
Virginia
$2.32M
FFM
545
Forum Financial Management
Illinois
$2.32M
AWM
546
AE Wealth Management
Kansas
$2.31M
ES
547
Eagle Strategies
New York
$2.3M
SWM
548
SilverOak Wealth Management
Minnesota
$2.29M
MCC
549
Money Concepts Capital
Florida
$2.29M
IFPG
550
Intrepid Financial Planning Group
Indiana
$2.28M