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iShares Russell 1000 Value ETF

1,741 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, 551 increasing their positions, 619 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: 10493 (-11)

11% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 619

94% less call options, than puts

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

Holders
1,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
DFG
526
Dynamic Financial Group
Iowa
$2.55M
WWA
527
WCG Wealth Advisors
Nevada
$2.55M
BWM
528
BigSur Wealth Management
Florida
$2.52M
GHA
529
Granite Harbor Advisors
Texas
$2.5M
FFG
530
Fortress Financial Group
Minnesota
$2.5M
JWM
531
JFG Wealth Management
Colorado
$2.49M
NB
532
Nicolet Bankshares
Wisconsin
$2.49M
AFG
533
Allegheny Financial Group
Pennsylvania
$2.49M
AB
534
Atlas Brown
Kentucky
$2.47M
PGFC
535
Peapack-Gladstone Financial Corp
New Jersey
$2.45M
OPCM
536
Osborne Partners Capital Management
California
$2.42M
FDCP
537
Foster Dykema Cabot & Partners
Massachusetts
$2.42M
PTC
538
Private Trust Company
Ohio
$2.41M
GC
539
Grimes & Company
Massachusetts
$2.4M
SAM
540
Secure Asset Management
Michigan
$2.4M
ZBNA
541
Zions Bancorporation, National Association
Utah
$2.39M
FFA
542
Founders Financial Alliance
North Carolina
$2.39M
LFAS
543
Level Four Advisory Services
Texas
$2.39M
OC
544
Oarsman Capital
Wisconsin
$2.39M
BFG
545
Baron Financial Group
New Jersey
$2.36M
EWM
546
Evercore Wealth Management
New York
$2.34M
TA
547
Tactive Advisors
Florida
$2.33M
SI
548
Saxon Interests
Texas
$2.32M
CWMP
549
Clarion Wealth Managment Partners
Virginia
$2.32M
FFM
550
Forum Financial Management
Illinois
$2.32M