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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
HFS
876
Hoge Financial Services
Pennsylvania
$882K
MPWT
877
MassMutual Private Wealth & Trust
Connecticut
$879K
MPW
878
Magnolia Private Wealth
Pennsylvania
$876K
BEI
879
Benjamin Edwards Inc
Missouri
$865K
BC
880
Barnett & Company
Tennessee
$863K
IWP
881
Invenio Wealth Partners
Florida
$863K
AF
882
Advisornet Financial
Minnesota
$862K
LFS
883
Lutz Financial Services
Nebraska
$855K
PCMC
884
Paragon Capital Management (Colorado)
Colorado
$855K
RVM
885
Robinson Value Management
Texas
$854K
Citadel Advisors
886
Citadel Advisors
Florida
$853K
GRA
887
Golden Road Advisors
Florida
$849K
PIFP
888
Partners in Financial Planning
Virginia
$845K
WPC
889
Wedmont Private Capital
Pennsylvania
$843K
XT
890
XTX Topco
Cayman Islands
$843K
GWMR
891
GC Wealth Management RIA
Massachusetts
$842K
LCOV
892
London Company of Virginia
Virginia
$835K
WIC
893
Woodmont Investment Counsel
Tennessee
$832K
LWM
894
LongView Wealth Management
Georgia
$831K
ZF
895
Zhang Financial
Michigan
$831K
AIS
896
American Investment Services
Massachusetts
$830K
AFG
897
ABLE Financial Group
Arizona
$828K
E3F
898
Eight 31 Financial
Texas
$827K
CRC
899
Curi RMB Capital
Illinois
$827K
AGC
900
Aspen Grove Capital
Colorado
$826K