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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
OPW
1026
Oxler Private Wealth
New York
$588K
ST
1027
Spinnaker Trust
Maine
$586K
MWA
1028
Meridian Wealth Advisors
Texas
$586K
MPI
1029
Mairs & Power Inc
Minnesota
$586K
BA
1030
Bristlecone Advisors
Washington
$583K
NCM
1031
NCM Capital Management
New Jersey
$583K
DJSG
1032
D.J. St. Germain
Massachusetts
$580K
WP
1033
WealthPLAN Partners
Nebraska
$579K
FCFC
1034
First Commonwealth Financial Corp
Pennsylvania
$577K
PW
1035
Pandora Wealth
Illinois
$576K
ABWM
1036
Alpine Bank Wealth Management
Colorado
$575K
CNC
1037
Citizens & Northern Corp
Pennsylvania
$574K
MCP
1038
Mirador Capital Partners
California
$569K
CBA
1039
Coastal Bridge Advisors
Connecticut
$566K
PWM
1040
Parkshore Wealth Management
California
$564K
LWL
1041
Leo Wealth LLC
Texas
$563K
RMDI
1042
R.M. Davis Inc
Maine
$560K
BCM
1043
Buckhead Capital Management
Georgia
$560K
CFA
1044
Cahill Financial Advisors
Minnesota
$558K
BFPW
1045
BOK Financial Private Wealth
Colorado
$555K
AA
1046
Aire Advisors
California
$555K
GWA
1047
Genesis Wealth Advisors
Massachusetts
$552K
BW
1048
BIP Wealth
Georgia
$549K
FRA
1049
Front Row Advisors
California
$549K
AT
1050
Arlington Trust
Alabama
$548K