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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
PWM
1101
PBMares Wealth Management
Virginia
$484K
AFG
1102
Atomi Financial Group
New York
$483K
AIP
1103
Alexis Investment Partners
Texas
$481K
PWW
1104
Pettyjohn Wood & White
Virginia
$480K
FCAM
1105
First Citizens Asset Management
North Carolina
$480K
Millennium Management
1106
Millennium Management
New York
$480K
MC
1107
Moors & Cabot
Massachusetts
$479K
BPWM
1108
BCS Private Wealth Management
New Jersey
$478K
NWM
1109
Navigation Wealth Management
Colorado
$478K
CAAM
1110
Cornerstone Advisors Asset Management
Pennsylvania
$477K
PC
1111
Promus Capital
Illinois
$477K
PAM
1112
Palisade Asset Management
Minnesota
$476K
PCM
1113
Parsons Capital Management
Rhode Island
$474K
AF
1114
Atala Financial
California
$473K
HP
1115
HT Partners
Connecticut
$473K
AA
1116
Aufman Associates
Pennsylvania
$470K
HFS
1117
Heritage Financial Services
Massachusetts
$469K
CWG
1118
Cornerstone Wealth Group
North Carolina
$469K
SW
1119
SVB Wealth
Massachusetts
$469K
AWM
1120
Atticus Wealth Management
Florida
$468K
MFS
1121
McNamara Financial Services
Massachusetts
$468K
NRC
1122
New Republic Capital
North Carolina
$466K
FC
1123
Fusion Capital
South Carolina
$465K
LSPW
1124
Lake Street Private Wealth
Illinois
$464K
NIG
1125
NFJ Investment Group
Texas
$464K