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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
CIAS
1001
Capital Investment Advisory Services
North Carolina
$635K
FDDB
1002
Fidelity D&D Bancorp
Pennsylvania
$634K
RSWA
1003
Robinson Smith Wealth Advisors
Maine
$632K
RT
1004
Rockland Trust
Massachusetts
$632K
IFWM
1005
Institute for Wealth Management
Colorado
$630K
JF
1006
JSF Financial
California
$628K
SA
1007
Skyline Advisors
Washington
$627K
WFAG
1008
Wescott Financial Advisory Group
Pennsylvania
$624K
KHCM
1009
Kirtland Hills Capital Management
Ohio
$620K
CAS
1010
Coppell Advisory Solutions
Texas
$618K
TA
1011
TFB Advisors
Kansas
$615K
JAA
1012
Joel Adams & Associates
North Carolina
$614K
LCM
1013
Lunt Capital Management
Utah
$610K
DWM
1014
Darwin Wealth Management
Florida
$609K
OWM
1015
Orgel Wealth Management
Wisconsin
$605K
TCOV
1016
Trust Company of Vermont
Vermont
$605K
FTC
1017
Farmers Trust Company
Ohio
$605K
OWP
1018
Obermeyer Wealth Partners
Colorado
$604K
GF
1019
GGM Financials
Ohio
$600K
LA
1020
LM Advisors
California
$599K
AWP
1021
Axis Wealth Partners
Rhode Island
$598K
BLC
1022
Brown, Lisle/Cummings
Rhode Island
$598K
GSC
1023
Ground Swell Capital
South Carolina
$596K
BCP
1024
Berkeley Capital Partners
Georgia
$591K
QPWM
1025
Quadrant Private Wealth Management
Pennsylvania
$590K