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iShares Russell 1000 Value ETF

1,738 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, 550 increasing their positions, 618 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: 10392 (-11)

11% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 618

94% less call options, than puts

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

Holders
1,738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
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
LWCFA
651
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.62M
LA
652
Legacy Advisors
Pennsylvania
$1.62M
GWWM
653
Great Waters Wealth Management
Minnesota
$1.62M
First Manhattan
654
First Manhattan
New York
$1.6M
VCP
655
Vista Capital Partners
Oregon
$1.6M
NJIM
656
Nabity-Jensen Investment Management
Nebraska
$1.59M
BSSFA
657
Baron Silver Stevens Financial Advisors
Florida
$1.59M
JPG
658
Jordan Park Group
California
$1.59M
BFG
659
Beacon Financial Group
Texas
$1.59M
B
660
Bensler
Washington
$1.58M
CFG
661
Cooper Financial Group
California
$1.58M
AIM
662
Anchor Investment Management
South Carolina
$1.58M
PFP
663
Paragon Financial Partners
California
$1.57M
KFI
664
Key Financial Inc
Pennsylvania
$1.57M
MAM
665
MMA Asset Management
Pennsylvania
$1.56M
DK
666
David Kennon
Florida
$1.56M
EA
667
Enclave Advisors
Texas
$1.55M
ADL
668
Asset Dedication LLC
California
$1.55M
FWTB
669
First Western Trust Bank
Colorado
$1.55M
ML
670
Mayport LLC
Massachusetts
$1.53M
MA
671
Maxele Advisors
Missouri
$1.52M
AWMM
672
Aegis Wealth Management (Maryland)
Maryland
$1.52M
HWM
673
Horizon Wealth Management
Illinois
$1.52M
CPA
674
Cardiff Park Advisors
California
$1.5M
WCP
675
Wick Capital Partners
Pennsylvania
$1.5M