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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
CCM
1276
Cullen Capital Management
New York
$329K
KWMG
1277
King Wealth Management Group
Florida
$328K
KWA
1278
Kondo Wealth Advisors
California
$328K
SC
1279
Stephenson & Company
California
$327K
LNB
1280
Ledyard National Bank
$326K
LA
1281
LVW Advisors
New York
$326K
NHC
1282
Nicholas Hoffman & Company
Georgia
$326K
Schroder Investment Management Group
1283
Schroder Investment Management Group
United Kingdom
$326K
CIBC World Market
1284
CIBC World Market
Ontario, Canada
$325K
First Trust Advisors
1285
First Trust Advisors
Illinois
$323K
BEAM
1286
Baker Ellis Asset Management
Washington
$323K
CFS
1287
Coordinated Financial Services
Colorado
$323K
MPCG
1288
Matrix Private Capital Group
New York
$323K
NF
1289
Nvest Financial
New Hampshire
$322K
SAG
1290
SageView Advisory Group
California
$321K
PWMG
1291
Pinnacle Wealth Management Group
Michigan
$320K
SPC
1292
Spirepoint Private Client
Florida
$318K
WG
1293
Watchman Group
Texas
$317K
SCM
1294
Stonehearth Capital Management
Massachusetts
$316K
LWM
1295
Liberty Wealth Management
California
$316K
DA
1296
Doliver Advisors
Texas
$316K
BHA
1297
Beech Hill Advisors
New York
$315K
JFA
1298
JNBA Financial Advisors
Minnesota
$315K
EL
1299
EWA LLC
Pennsylvania
$312K
SW
1300
SteelPeak Wealth
California
$312K