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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
MFGP
601
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.87M
IA
602
Invested Advisors
Pennsylvania
$1.85M
BFA
603
Benedict Financial Advisors
Georgia
$1.84M
ASC
604
Atalanta Sosnoff Capital
New York
$1.84M
NLP
605
Next Level Private
New York
$1.84M
IA
606
IFC Advisors
California
$1.83M
MCA
607
Maryland Capital Advisors
Maryland
$1.82M
BCWM
608
Bartlett & Co Wealth Management
Ohio
$1.82M
PP
609
Prosperity Planning
Missouri
$1.81M
TNA
610
True North Advisors
Texas
$1.81M
NIM
611
Northeast Investment Management
Massachusetts
$1.8M
CAG
612
Centerpoint Advisory Group
Kansas
$1.8M
BWP
613
Burling Wealth Partners
Illinois
$1.8M
USCWA
614
U.S. Capital Wealth Advisors
Texas
$1.79M
CCT
615
Chemung Canal Trust
New York
$1.78M
EW
616
Evoke Wealth
California
$1.78M
TPWA
617
Twin Peaks Wealth Advisors
California
$1.77M
MWP
618
MYCIO Wealth Partners
Pennsylvania
$1.77M
CFGA
619
Cambridge Financial Group (Arizona)
Arizona
$1.75M
ITIM
620
Indiana Trust & Investment Management
Indiana
$1.75M
SB
621
Strategic Blueprint
Georgia
$1.74M
FTS
622
Fifth Third Securities
Ohio
$1.74M
M
623
MYeCFO
California
$1.73M
IB
624
Intrust Bank
Kansas
$1.71M
GG
625
GenWealth Group
New Jersey
$1.71M