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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
BWM
526
BigSur Wealth Management
Florida
$2.52M
GHA
527
Granite Harbor Advisors
Texas
$2.5M
FFG
528
Fortress Financial Group
Minnesota
$2.5M
JWM
529
JFG Wealth Management
Colorado
$2.49M
NB
530
Nicolet Bankshares
Wisconsin
$2.49M
AFG
531
Allegheny Financial Group
Pennsylvania
$2.49M
AB
532
Atlas Brown
Kentucky
$2.47M
PGFC
533
Peapack-Gladstone Financial Corp
New Jersey
$2.45M
OPCM
534
Osborne Partners Capital Management
California
$2.42M
FDCP
535
Foster Dykema Cabot & Partners
Massachusetts
$2.42M
PTC
536
Private Trust Company
Ohio
$2.41M
GC
537
Grimes & Company
Massachusetts
$2.4M
SAM
538
Secure Asset Management
Michigan
$2.4M
ZBNA
539
Zions Bancorporation, National Association
Utah
$2.39M
FFA
540
Founders Financial Alliance
North Carolina
$2.39M
LFAS
541
Level Four Advisory Services
Texas
$2.39M
OC
542
Oarsman Capital
Wisconsin
$2.39M
BFG
543
Baron Financial Group
New Jersey
$2.36M
EWM
544
Evercore Wealth Management
New York
$2.34M
TA
545
Tactive Advisors
Florida
$2.33M
SI
546
Saxon Interests
Texas
$2.32M
CWMP
547
Clarion Wealth Managment Partners
Virginia
$2.32M
FFM
548
Forum Financial Management
Illinois
$2.32M
IA
549
IFP Advisors
Florida
$2.31M
AWM
550
AE Wealth Management
Kansas
$2.31M