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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
NJIM
651
Nabity-Jensen Investment Management
Nebraska
$1.59M
BSSFA
652
Baron Silver Stevens Financial Advisors
Florida
$1.59M
JPG
653
Jordan Park Group
California
$1.59M
BFG
654
Beacon Financial Group
Texas
$1.59M
B
655
Bensler
Washington
$1.58M
CFG
656
Cooper Financial Group
California
$1.58M
AIM
657
Anchor Investment Management
South Carolina
$1.58M
PFP
658
Paragon Financial Partners
California
$1.57M
KFI
659
Key Financial Inc
Pennsylvania
$1.57M
MAM
660
MMA Asset Management
Pennsylvania
$1.56M
DK
661
David Kennon
Florida
$1.56M
EA
662
Enclave Advisors
Texas
$1.55M
ADL
663
Asset Dedication LLC
California
$1.55M
FWTB
664
First Western Trust Bank
Colorado
$1.55M
ML
665
Mayport LLC
Massachusetts
$1.53M
MA
666
Maxele Advisors
Missouri
$1.52M
AWM
667
Aegis Wealth Management
Maryland
$1.52M
HWM
668
Horizon Wealth Management
Illinois
$1.52M
CPA
669
Cardiff Park Advisors
California
$1.5M
WCP
670
Wick Capital Partners
Pennsylvania
$1.5M
PA
671
Pinnacle Associates
New York
$1.5M
SMA
672
Sage Mountain Advisors
Georgia
$1.49M
CCM
673
Cambridge Capital Management
Illinois
$1.48M
GWANC
674
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.48M
BGAI
675
Bruce G. Allen Investments
Colorado
$1.48M