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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
MC
776
Middleton & Co
Massachusetts
$1.16M
SWM
777
Sendero Wealth Management
Texas
$1.16M
FFA
778
Fragasso Financial Advisors
Pennsylvania
$1.16M
LOPW
779
Live Oak Private Wealth
North Carolina
$1.15M
JSW
780
Journey Strategic Wealth
New Jersey
$1.15M
VW
781
Vance Wealth
California
$1.14M
ACM
782
Advisors Capital Management
New Jersey
$1.14M
SFG
783
Snider Financial Group
Washington
$1.13M
FIA
784
Foundations Investment Advisors
Arizona
$1.13M
PI
785
PFG Investments
New York
$1.13M
FMII
786
Farmers & Merchants Investments Inc
Nebraska
$1.13M
PGWM
787
Parisi Gray Wealth Management
New Jersey
$1.13M
LCWP
788
Legacy Capital Wealth Partners
Arkansas
$1.13M
CHC
789
City Holding Co
West Virginia
$1.12M
IAG
790
Investment Advisory Group
Massachusetts
$1.12M
SCM
791
Smead Capital Management
Arizona
$1.12M
CWM
792
Cornerstone Wealth Management
Missouri
$1.12M
OP
793
ORG Partners
Indiana
$1.12M
FFA
794
First Foundation Advisors
California
$1.12M
CCMG
795
Clark Capital Management Group
Pennsylvania
$1.11M
CTA
796
Chesley Taft & Associates
Illinois
$1.11M
FNT
797
First National Trust
Pennsylvania
$1.1M
AW
798
Alteri Wealth
California
$1.1M
TFGT
799
TS Financial Group (TSFG)
Illinois
$1.1M
MA
800
MONECO Advisors
Connecticut
$1.1M