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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
FMI
801
F/M Investments
District of Columbia
$1.09M
SFPG
802
Stonebridge Financial Planning Group
Florida
$1.08M
FFO
803
Fortitude Family Office
Arizona
$1.08M
YP
804
YANKCOM Partnership
South Dakota
$1.07M
NPF
805
Norris Perne & French
Michigan
$1.06M
CTC
806
Central Trust Company
Missouri
$1.06M
JWM
807
JP Wealth Management
South Carolina
$1.06M
BWA
808
BlueChip Wealth Advisors
Georgia
$1.06M
BAM
809
Belpointe Asset Management
Nevada
$1.06M
JCM
810
Janney Capital Management
Pennsylvania
$1.06M
AHC
811
Anderson Hoagland & Co
Missouri
$1.06M
MWM
812
Meridian Wealth Management
Kentucky
$1.05M
HIP
813
HUB Investment Partners
Texas
$1.05M
SHJ
814
Sharkey, Howes & Javer
Colorado
$1.05M
EI
815
Ellevest Inc
New York
$1.05M
CFS
816
CRA Financial Services
New Jersey
$1.05M
IAG
817
Investmark Advisory Group
Connecticut
$1.05M
FFC
818
First Financial Corp
Indiana
$1.05M
BWP
819
BSW Wealth Partners
Colorado
$1.05M
DC
820
Davenport & Co
Virginia
$1.05M
CW
821
CreativeOne Wealth
Kansas
$1.05M
BF
822
Bonfire Financial
Colorado
$1.04M
HP
823
Holistic Planning
Texas
$1.04M
ECM
824
Evergreen Capital Management
Washington
$1.04M
BFA
825
Brown Financial Advisory
Alabama
$1.03M