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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
WH
1176
Willner & Heller
California
$428K
GAG
1177
GM Advisory Group
New York
$428K
EWA
1178
Evolution Wealth Advisors
Florida
$427K
MC
1179
McCarthy & Cox
Ohio
$425K
LKWM
1180
Lee-Kelleher Wealth Management
Maryland
$424K
Russell Investments Group
1181
Russell Investments Group
United Kingdom
$420K
DDPIC
1182
Deroy & Devereaux Private Investment Counsel
Michigan
$419K
RDWM
1183
Red Door Wealth Management
Tennessee
$419K
TA
1184
TLS Advisors
Florida
$418K
CCM
1185
Canal Capital Management
Virginia
$417K
TSWM
1186
Triangle Securities Wealth Management
North Carolina
$417K
GA
1187
Greenspring Advisors
Maryland
$415K
SIA
1188
Soltis Investment Advisors
Utah
$410K
JAG
1189
Journey Advisory Group
Kentucky
$410K
MFA
1190
McClarren Financial Advisors
Pennsylvania
$406K
AFWM
1191
Abich Financial Wealth Management
Virginia
$406K
VCP
1192
Verus Capital Partners
Arizona
$405K
GPW
1193
Gray Private Wealth
Massachusetts
$401K
Qube Research & Technologies (QRT)
1194
Qube Research & Technologies (QRT)
United Kingdom
$399K
CCA
1195
Cobblestone Capital Advisors
New York
$398K
MWM
1196
Mascagni Wealth Management
Mississippi
$398K
MCA
1197
MSH Capital Advisors
Arizona
$398K
OLA
1198
Oliver Luxxe Assets
New Jersey
$396K
CCP
1199
Cassia Capital Partners
North Carolina
$394K
FA
1200
Fountainhead AM
New Jersey
$394K