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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
BWM
951
BKM Wealth Management
Wisconsin
$742K
HA
952
Hanover Advisors
South Carolina
$734K
EFMC
953
Empire Financial Management Company
New York
$733K
WF
954
Warner Financial
Maryland
$731K
MAWA
955
Moss Adams Wealth Advisors
Washington
$726K
MFC
956
Morris Financial Concepts
South Carolina
$726K
CCT
957
Capital City Trust
Florida
$725K
IBOK
958
Independence Bank of Kentucky
Kentucky
$723K
FGG
959
Financial Guidance Group
Florida
$721K
SG
960
Stanich Group
New York
$721K
P
961
Pitcairn
Pennsylvania
$721K
WW
962
Waterfront Wealth
Kansas
$720K
BCM
963
Bourgeon Capital Management
Connecticut
$718K
MIAS
964
Mason Investment Advisory Services
Virginia
$715K
MSAM
965
Moloney Securities Asset Management
Missouri
$708K
BTD
966
BankPlus Trust Department
Mississippi
$708K
CPIA
967
Cornell Pochily Investment Advisors
New York
$705K
TYCC
968
Texas Yale Capital Corp
Florida
$704K
MWAM
969
Manhattan West Asset Management
California
$703K
AA
970
Auxano Advisors
Washington
$701K
JIP
971
Jaffetilchin Investment Partners
Florida
$700K
SP
972
Stonebrook Private
Michigan
$700K
LI
973
LRI Investments
Florida
$697K
CFP
974
Cascade Financial Partners
California
$692K
WP
975
Westmount Partners
California
$691K