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iShares Russell 1000 Value ETF

1,741 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, 551 increasing their positions, 619 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: 10493 (-11)

11% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 619

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
AA
1126
Aufman Associates
Pennsylvania
$470K
HFS
1127
Heritage Financial Services
Massachusetts
$469K
CWG
1128
Cornerstone Wealth Group
North Carolina
$469K
SW
1129
SVB Wealth
Massachusetts
$469K
AWM
1130
Atticus Wealth Management
Florida
$468K
MFS
1131
McNamara Financial Services
Massachusetts
$468K
NRC
1132
New Republic Capital
North Carolina
$466K
FC
1133
Fusion Capital
South Carolina
$465K
LSPW
1134
Lake Street Private Wealth
Illinois
$464K
NIG
1135
NFJ Investment Group
Texas
$464K
PIA
1136
Petredis Investment Advisors
Pennsylvania
$462K
ODIJL
1137
One Day In July LLC
Vermont
$460K
HWA
1138
Heartwood Wealth Advisors
Virginia
$459K
TIM
1139
Tortoise Investment Management
New York
$458K
IAN
1140
Integrated Advisors Network
Texas
$456K
TCM
1141
Towercrest Capital Management
Pennsylvania
$455K
Diamond Hill Capital Management
1142
Diamond Hill Capital Management
Ohio
$455K
PTP
1143
Platform Technology Partners
New York
$455K
WEG
1144
World Equity Group
Illinois
$454K
HFA
1145
High Falls Advisors
New York
$453K
HCM
1146
Hollencrest Capital Management
California
$452K
WI
1147
WrapManager Inc
California
$452K
CCFM
1148
Clear Creek Financial Management
Washington
$451K
CIC
1149
Carnegie Investment Counsel
Ohio
$451K
TI
1150
Truepoint Inc
Ohio
$451K