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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
CWAF
801
Core Wealth Advisors (Florida)
Florida
$1.1M
SCA
802
STALEY CAPITAL ADVISERS
Pennsylvania
$1.09M
FMI
803
F/M Investments
District of Columbia
$1.09M
SFPG
804
Stonebridge Financial Planning Group
Florida
$1.08M
FFO
805
Fortitude Family Office
Arizona
$1.08M
YP
806
YANKCOM Partnership
South Dakota
$1.07M
NPF
807
Norris Perne & French
Michigan
$1.06M
CTC
808
Central Trust Company
Missouri
$1.06M
JWM
809
JP Wealth Management
South Carolina
$1.06M
BWA
810
BlueChip Wealth Advisors
Georgia
$1.06M
BAM
811
Belpointe Asset Management
Nevada
$1.06M
JCM
812
Janney Capital Management
Pennsylvania
$1.06M
AHC
813
Anderson Hoagland & Co
Missouri
$1.06M
MWM
814
Meridian Wealth Management
Kentucky
$1.05M
HIP
815
HUB Investment Partners
Texas
$1.05M
SHJ
816
Sharkey, Howes & Javer
Colorado
$1.05M
EI
817
Ellevest Inc
New York
$1.05M
CFS
818
CRA Financial Services
New Jersey
$1.05M
IAG
819
Investmark Advisory Group
Connecticut
$1.05M
FFC
820
First Financial Corp
Indiana
$1.05M
BWP
821
BSW Wealth Partners
Colorado
$1.05M
DC
822
Davenport & Co
Virginia
$1.05M
CW
823
CreativeOne Wealth
Kansas
$1.05M
BF
824
Bonfire Financial
Colorado
$1.04M
HP
825
Holistic Planning
Texas
$1.04M