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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
HA
951
Hanover Advisors
South Carolina
$734K
EFMC
952
Empire Financial Management Company
New York
$733K
WF
953
Warner Financial
Maryland
$731K
MAWA
954
Moss Adams Wealth Advisors
Washington
$726K
MFC
955
Morris Financial Concepts
South Carolina
$726K
CCT
956
Capital City Trust
Florida
$725K
IBOK
957
Independence Bank of Kentucky
Kentucky
$723K
FGG
958
Financial Guidance Group
Florida
$721K
SG
959
Stanich Group
New York
$721K
P
960
Pitcairn
Pennsylvania
$721K
WW
961
Waterfront Wealth
Kansas
$720K
BCM
962
Bourgeon Capital Management
Connecticut
$718K
MIAS
963
Mason Investment Advisory Services
Virginia
$715K
MSAM
964
Moloney Securities Asset Management
Missouri
$708K
BTD
965
BankPlus Trust Department
Mississippi
$708K
CPIA
966
Cornell Pochily Investment Advisors
New York
$705K
TYCC
967
Texas Yale Capital Corp
Florida
$704K
MWAM
968
Manhattan West Asset Management
California
$703K
AA
969
Auxano Advisors
Washington
$701K
JIP
970
Jaffetilchin Investment Partners
Florida
$700K
SP
971
Stonebrook Private
Michigan
$700K
LI
972
LRI Investments
Florida
$697K
CFP
973
Cascade Financial Partners
California
$692K
WP
974
Westmount Partners
California
$691K
IAA
975
Independent Advisor Alliance
North Carolina
$688K