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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
JA
576
JVL Associates
Michigan
$2.08M
ARG
577
Advisory Resource Group
Oklahoma
$2.08M
BP
578
BBR Partners
New York
$2.07M
NAAA
579
New Age Alpha Advisors
New York
$2.06M
EPA
580
Element Pointe Advisors
Florida
$2.05M
AT
581
American Trust
Kentucky
$2.04M
WLPWM
582
Walled Lake Planning & Wealth Management
Illinois
$2.04M
MCM
583
Mattern Capital Management
Colorado
$2.04M
LDB
584
Lee, Danner & Bass
Tennessee
$2.04M
APP
585
Avantax Planning Partners
Iowa
$2.02M
SC
586
Sapient Capital
Indiana
$2.02M
CWP
587
Cyndeo Wealth Partners
Florida
$1.99M
IIL
588
Insight Inv LLC
California
$1.99M
GJIA
589
Glass Jacobson Investment Advisors
Maryland
$1.99M
SFS
590
Summit Financial Strategies
Ohio
$1.98M
I
591
InvesTrust
Oklahoma
$1.98M
QWP
592
Quotient Wealth Partners
Texas
$1.95M
SWA
593
Sax Wealth Advisors
New Jersey
$1.94M
SC
594
Steph & Co
Wisconsin
$1.93M
TC
595
TownSquare Capital
Utah
$1.93M
PFM
596
Phillips Financial Management
Indiana
$1.92M
IAS
597
Insigneo Advisory Services
Florida
$1.91M
WIA
598
World Investment Advisors
California
$1.9M
GWM
599
Geneos Wealth Management
Colorado
$1.88M
RLWM
600
RF&L Wealth Management
Massachusetts
$1.87M