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iShares Russell 1000 Value ETF

1,741 hedge funds and large institutions have $51.9B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 551 increasing their positions, 619 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:

11% less funds holding in top 10

Funds holding in top 10: 10493 (-11)

11% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 619

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
BWMG
651
Bannerman Wealth Management Group
Texas
$1.63M
LWCFA
652
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.62M
LA
653
Legacy Advisors
Pennsylvania
$1.62M
GWWM
654
Great Waters Wealth Management
Minnesota
$1.62M
First Manhattan
655
First Manhattan
New York
$1.6M
VCP
656
Vista Capital Partners
Oregon
$1.6M
NJIM
657
Nabity-Jensen Investment Management
Nebraska
$1.59M
BSSFA
658
Baron Silver Stevens Financial Advisors
Florida
$1.59M
JPG
659
Jordan Park Group
California
$1.59M
BFG
660
Beacon Financial Group
Texas
$1.59M
B
661
Bensler
Washington
$1.58M
CFG
662
Cooper Financial Group
California
$1.58M
AIM
663
Anchor Investment Management
South Carolina
$1.58M
PFP
664
Paragon Financial Partners
California
$1.57M
KFI
665
Key Financial Inc
Pennsylvania
$1.57M
MAM
666
MMA Asset Management
Pennsylvania
$1.56M
DK
667
David Kennon
Florida
$1.56M
EA
668
Enclave Advisors
Texas
$1.55M
ADL
669
Asset Dedication LLC
California
$1.55M
FWTB
670
First Western Trust Bank
Colorado
$1.55M
ML
671
Mayport LLC
Massachusetts
$1.53M
MA
672
Maxele Advisors
Missouri
$1.52M
AWMM
673
Aegis Wealth Management (Maryland)
Maryland
$1.52M
HWM
674
Horizon Wealth Management
Illinois
$1.52M
CPA
675
Cardiff Park Advisors
California
$1.5M