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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
BBPWM
1251
Blue Bell Private Wealth Management
Pennsylvania
$352K
AWMG
1252
Alliance Wealth Management Group
New Jersey
$351K
RWM
1253
Riverbend Wealth Management
South Carolina
$351K
IC
1254
Inscription Capital
Texas
$350K
FPCG
1255
Forum Private Client Group
Indiana
$350K
OHWP
1256
Oak Harbor Wealth Partners
North Carolina
$349K
HWP
1257
Highline Wealth Partners
California
$348K
EWA
1258
Emergent Wealth Advisors
New York
$345K
LG
1259
LaFleur & Godfrey
Michigan
$344K
ERWM
1260
Elk River Wealth Management
Colorado
$342K
TH
1261
Team Hewins
California
$342K
IA
1262
IFG Advisors
Missouri
$341K
FMTCOCP
1263
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$339K
EAMA
1264
EFG Asset Management (Americas)
Florida
$338K
IWA
1265
IBEX Wealth Advisors
New Jersey
$338K
APC
1266
Aspire Private Capital
North Carolina
$338K
SFS
1267
Sharp Financial Services
Pennsylvania
$338K
GTAM
1268
Global Trust Asset Management
Florida
$337K
CPA
1269
Cathy Pareto & Associates
Florida
$337K
JJBC
1270
James J. Burns & Company
New York
$337K
DWA
1271
Delap Wealth Advisory
Oregon
$337K
JGIA
1272
Jackson Grant Investment Advisers
Connecticut
$336K
SEEDPG
1273
S.E.E.D. Planning Group
New York
$336K
TWP
1274
Triad Wealth Partners
Kansas
$335K
FPB
1275
First PREMIER Bank
South Dakota
$334K