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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
LA
1026
LM Advisors
California
$599K
AWP
1027
Axis Wealth Partners
Rhode Island
$598K
BLC
1028
Brown, Lisle/Cummings
Rhode Island
$598K
GSC
1029
Ground Swell Capital
South Carolina
$596K
BCP
1030
Berkeley Capital Partners
Georgia
$591K
QPWM
1031
Quadrant Private Wealth Management
Pennsylvania
$590K
OPW
1032
Oxler Private Wealth
New York
$588K
ST
1033
Spinnaker Trust
Maine
$586K
MWA
1034
Meridian Wealth Advisors
Texas
$586K
MPI
1035
Mairs & Power Inc
Minnesota
$586K
BA
1036
Bristlecone Advisors
Washington
$583K
NCM
1037
NCM Capital Management
New Jersey
$583K
DJSG
1038
D.J. St. Germain
Massachusetts
$580K
WP
1039
WealthPLAN Partners
Nebraska
$579K
FCFC
1040
First Commonwealth Financial Corp
Pennsylvania
$577K
PW
1041
Pandora Wealth
Illinois
$576K
ABWM
1042
Alpine Bank Wealth Management
Colorado
$575K
CNC
1043
Citizens & Northern Corp
Pennsylvania
$574K
MCP
1044
Mirador Capital Partners
California
$569K
CBA
1045
Coastal Bridge Advisors
Connecticut
$566K
PWM
1046
Parkshore Wealth Management
California
$564K
LWL
1047
Leo Wealth LLC
Texas
$563K
RMDI
1048
R.M. Davis Inc
Maine
$560K
BCM
1049
Buckhead Capital Management
Georgia
$560K
CFA
1050
Cahill Financial Advisors
Minnesota
$558K