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iShares Russell 1000 Value ETF

1,731 hedge funds and large institutions have $51.8B 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, 613 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:

10% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 613

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
1,731
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
MC
1176
McCarthy & Cox
Ohio
$425K
LKWM
1177
Lee-Kelleher Wealth Management
Maryland
$424K
Russell Investments Group
1178
Russell Investments Group
United Kingdom
$420K
DDPIC
1179
Deroy & Devereaux Private Investment Counsel
Michigan
$419K
RDWM
1180
Red Door Wealth Management
Tennessee
$419K
TA
1181
TLS Advisors
Florida
$418K
CCM
1182
Canal Capital Management
Virginia
$417K
TSWM
1183
Triangle Securities Wealth Management
North Carolina
$417K
GA
1184
Greenspring Advisors
Maryland
$415K
SIA
1185
Soltis Investment Advisors
Utah
$410K
JAG
1186
Journey Advisory Group
Kentucky
$410K
MFA
1187
McClarren Financial Advisors
Pennsylvania
$406K
AFWM
1188
Abich Financial Wealth Management
Virginia
$406K
VCP
1189
Verus Capital Partners
Arizona
$405K
GPW
1190
Gray Private Wealth
Massachusetts
$401K
Qube Research & Technologies (QRT)
1191
Qube Research & Technologies (QRT)
United Kingdom
$399K
CCA
1192
Cobblestone Capital Advisors
New York
$398K
MWM
1193
Mascagni Wealth Management
Mississippi
$398K
MCA
1194
MSH Capital Advisors
Arizona
$398K
OLA
1195
Oliver Luxxe Assets
New Jersey
$396K
CCP
1196
Cassia Capital Partners
North Carolina
$394K
FA
1197
Fountainhead AM
New Jersey
$394K
NC
1198
NovaPoint Capital
Georgia
$393K
BCMLT
1199
Beacon Capital Management LLC (Tennessee)
Tennessee
$390K
SL
1200
Sentinus LLC
Illinois
$390K