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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
LGG
626
Luts & Greenleigh Group
Maryland
$1.71M
GFP
627
Gryphon Financial Partners
Ohio
$1.71M
CWM
628
Calamos Wealth Management
Illinois
$1.7M
TSS
629
Two Sigma Securities
New York
$1.69M
MYIA
630
Mount Yale Investment Advisors
Colorado
$1.69M
RWM
631
RKL Wealth Management
Pennsylvania
$1.68M
NFG
632
Nations Financial Group
Iowa
$1.68M
KWS
633
Keystone Wealth Services
California
$1.68M
ML
634
McAdam LLC
Pennsylvania
$1.67M
FT
635
Fiduciary Trust
Massachusetts
$1.67M
EIA
636
Eldridge Investment Advisors
New Hampshire
$1.67M
FCH
637
Freestone Capital Holdings
Washington
$1.65M
ACM
638
Alamar Capital Management
California
$1.65M
BC
639
Barrett & Company
Rhode Island
$1.65M
IA
640
IFG Advisory
Georgia
$1.65M
SVWAG
641
Sound View Wealth Advisors Group
Georgia
$1.64M
CG
642
Clifford Group
Massachusetts
$1.64M
HAFG
643
Hansen & Associates Financial Group
California
$1.63M
SC
644
Sepio Capital
Utah
$1.63M
BWMG
645
Bannerman Wealth Management Group
Texas
$1.63M
LWCFA
646
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.62M
LA
647
Legacy Advisors
Pennsylvania
$1.62M
GWWM
648
Great Waters Wealth Management
Minnesota
$1.62M
First Manhattan
649
First Manhattan
New York
$1.6M
VCP
650
Vista Capital Partners
Oregon
$1.6M