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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
ME
1226
McIlrath & Eck
Washington
$366K
CFA
1227
CWS Financial Advisors
Michigan
$366K
EPM
1228
Elm Partners Management
Pennsylvania
$362K
FW
1229
Fairway Wealth
Ohio
$362K
TW
1230
TritonPoint Wealth
Maryland
$362K
FLP
1231
Financial Life Planners
Arizona
$361K
VPF
1232
Vantage Point Financial
Illinois
$359K
PB
1233
Pinnacle Bancorp
Nebraska
$359K
MC
1234
Matisse Capital
Oregon
$359K
AWM
1235
Altus Wealth Management
Kentucky
$359K
WMP
1236
Wealth Management Partners
Arizona
$356K
SS
1237
Sunbelt Securities
Texas
$356K
PCH
1238
PGIM Custom Harvest
New Jersey
$356K
PEA
1239
Park Edge Advisors
Ohio
$356K
SC
1240
Schoolcraft Capital
Colorado
$355K
APW
1241
Acima Private Wealth
Virginia
$355K
RRWA
1242
Rainey & Randall Wealth Advisors
Florida
$354K
MA
1243
MCF Advisors
Kentucky
$353K
BBPWM
1244
Blue Bell Private Wealth Management
Pennsylvania
$352K
AWMG
1245
Alliance Wealth Management Group
New Jersey
$351K
RWM
1246
Riverbend Wealth Management
South Carolina
$351K
IC
1247
Inscription Capital
Texas
$350K
FPCG
1248
Forum Private Client Group
Indiana
$350K
OHWP
1249
Oak Harbor Wealth Partners
North Carolina
$349K
HWP
1250
Highline Wealth Partners
California
$348K