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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
MWP
1226
Madison Wealth Partners
Wisconsin
$372K
VPIM
1227
Vanguard Personalized Indexing Management
California
$372K
JPWM
1228
Jamison Private Wealth Management
Georgia
$371K
SPP
1229
Single Point Partners
Massachusetts
$371K
CAM
1230
Campion Asset Management
Virginia
$370K
DCM
1231
DGS Capital Management
New Jersey
$370K
PGA
1232
Portland Global Advisors
Maine
$369K
Wealthfront Advisers
1233
Wealthfront Advisers
California
$368K
CCG
1234
Cypress Capital Group
Florida
$367K
GKIM
1235
GW&K Investment Management
Massachusetts
$367K
MAS
1236
Meeder Advisory Services
Ohio
$367K
FA
1237
Fiduciary Alliance
South Carolina
$366K
RG
1238
Rathbones Group
United Kingdom
$366K
ME
1239
McIlrath & Eck
Washington
$366K
CFA
1240
CWS Financial Advisors
Michigan
$366K
EPM
1241
Elm Partners Management
Pennsylvania
$362K
FW
1242
Fairway Wealth
Ohio
$362K
TW
1243
TritonPoint Wealth
Maryland
$362K
FLP
1244
Financial Life Planners
Arizona
$361K
VPF
1245
Vantage Point Financial
Illinois
$359K
PB
1246
Pinnacle Bancorp
Nebraska
$359K
MC
1247
Matisse Capital
Oregon
$359K
AWM
1248
Altus Wealth Management
Kentucky
$359K
FNB
1249
Farmers National Bank
Kentucky
$357K
WMP
1250
Wealth Management Partners
Arizona
$356K