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iShares Russell 1000 Value ETF

1,731 hedge funds and large institutions have $51.8B 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, 613 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:

10% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 613

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
1,731
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
LOPW
776
Live Oak Private Wealth
North Carolina
$1.15M
JSW
777
Journey Strategic Wealth
New Jersey
$1.15M
VW
778
Vance Wealth
California
$1.14M
ACM
779
Advisors Capital Management
New Jersey
$1.14M
SFG
780
Snider Financial Group
Washington
$1.13M
FIA
781
Foundations Investment Advisors
Arizona
$1.13M
PI
782
PFG Investments
New York
$1.13M
FMII
783
Farmers & Merchants Investments Inc
Nebraska
$1.13M
PGWM
784
Parisi Gray Wealth Management
New Jersey
$1.13M
LCWP
785
Legacy Capital Wealth Partners
Arkansas
$1.13M
CHC
786
City Holding Co
West Virginia
$1.12M
IAG
787
Investment Advisory Group
Massachusetts
$1.12M
SCM
788
Smead Capital Management
Arizona
$1.12M
CWM
789
Cornerstone Wealth Management
Missouri
$1.12M
OP
790
ORG Partners
Indiana
$1.12M
FFA
791
First Foundation Advisors
California
$1.12M
CCMG
792
Clark Capital Management Group
Pennsylvania
$1.11M
CTA
793
Chesley Taft & Associates
Illinois
$1.11M
FNT
794
First National Trust
Pennsylvania
$1.1M
AW
795
Alteri Wealth
California
$1.1M
TFGT
796
TS Financial Group (TSFG)
Illinois
$1.1M
MA
797
MONECO Advisors
Connecticut
$1.1M
VF
798
Vawter Financial
Ohio
$1.1M
CWA
799
Core Wealth Advisors
Florida
$1.1M
SCA
800
STALEY CAPITAL ADVISERS
Pennsylvania
$1.09M