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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
PCM
1201
Poehling Capital Management
Wisconsin
$385K
GEA
1202
Glen Eagle Advisors
New Jersey
$383K
CA
1203
Crewe Advisors
Utah
$383K
BCA
1204
Bay Capital Advisors
Virginia
$381K
IIM
1205
Ironwood Investment Management
Massachusetts
$380K
LNWWM
1206
Laird Norton Wetherby Wealth Management
California
$379K
AIA
1207
AssuredPartners Investment Advisors
Florida
$378K
WT
1208
Washington Trust
Rhode Island
$377K
MP
1209
McDonald Partners
Ohio
$377K
PPW
1210
PACK Private Wealth
Minnesota
$375K
SWP
1211
ShoreHaven Wealth Partners
New Jersey
$374K
MW
1212
MBL Wealth
North Carolina
$373K
RWMH
1213
Riverpoint Wealth Management Holdings
Illinois
$373K
MWP
1214
Madison Wealth Partners
Wisconsin
$372K
VPIM
1215
Vanguard Personalized Indexing Management
California
$372K
JPWM
1216
Jamison Private Wealth Management
Georgia
$371K
SPP
1217
Single Point Partners
Massachusetts
$371K
CAM
1218
Campion Asset Management
Virginia
$370K
PGA
1219
Portland Global Advisors
Maine
$369K
Wealthfront Advisers
1220
Wealthfront Advisers
California
$368K
CCG
1221
Cypress Capital Group
Florida
$367K
GKIM
1222
GW&K Investment Management
Massachusetts
$367K
MAS
1223
Meeder Advisory Services
Ohio
$367K
FA
1224
Fiduciary Alliance
South Carolina
$366K
RG
1225
Rathbones Group
United Kingdom
$366K