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iShares Russell 1000 Value ETF

1,715 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 547 increasing their positions, 607 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: $ → $

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 607

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
1,715
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
LFS
876
Lutz Financial Services
Nebraska
$855K
PCMC
877
Paragon Capital Management (Colorado)
Colorado
$855K
RVM
878
Robinson Value Management
Texas
$854K
Citadel Advisors
879
Citadel Advisors
Florida
$853K
GRA
880
Golden Road Advisors
Florida
$849K
PIFP
881
Partners in Financial Planning
Virginia
$845K
WPC
882
Wedmont Private Capital
Pennsylvania
$843K
XT
883
XTX Topco
Cayman Islands
$843K
GWMR
884
GC Wealth Management RIA
Massachusetts
$842K
LCOV
885
London Company of Virginia
Virginia
$835K
WIC
886
Woodmont Investment Counsel
Tennessee
$832K
LWM
887
LongView Wealth Management
Georgia
$831K
ZF
888
Zhang Financial
Michigan
$831K
AIS
889
American Investment Services
Massachusetts
$830K
AFG
890
ABLE Financial Group
Arizona
$828K
E3F
891
Eight 31 Financial
Texas
$827K
CRC
892
Curi RMB Capital
Illinois
$827K
AGC
893
Aspen Grove Capital
Colorado
$826K
CAG
894
Crestwood Advisors Group
Massachusetts
$825K
KLI
895
Kelman-Lazarov Inc
Tennessee
$824K
RA
896
Rodgers & Associates
Pennsylvania
$824K
OAM
897
Occidental Asset Management
California
$822K
SA
898
Sovran Advisors
California
$822K
BWP
899
Balboa Wealth Partners
Arizona
$821K
SPC
900
Sigma Planning Corp
Michigan
$817K