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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
CPA
1276
Cathy Pareto & Associates
Florida
$337K
JJBC
1277
James J. Burns & Company
New York
$337K
DWA
1278
Delap Wealth Advisory
Oregon
$337K
JGIA
1279
Jackson Grant Investment Advisers
Connecticut
$336K
SEEDPG
1280
S.E.E.D. Planning Group
New York
$336K
TWP
1281
Triad Wealth Partners
Kansas
$335K
FPB
1282
First PREMIER Bank
South Dakota
$334K
AP
1283
Appleton Partners
Massachusetts
$334K
BI
1284
Berkeley Inc
Idaho
$333K
KAM
1285
KEB Asset Management
Illinois
$333K
PL
1286
Plancorp LLC
Missouri
$332K
BWM
1287
BCGM Wealth Management
Indiana
$331K
CWS
1288
Cypress Wealth Services
California
$331K
PWP
1289
Principle Wealth Partners
Connecticut
$330K
CCM
1290
Cullen Capital Management
New York
$329K
KWMG
1291
King Wealth Management Group
Florida
$328K
KWA
1292
Kondo Wealth Advisors
California
$328K
SC
1293
Stephenson & Company
California
$327K
LNB
1294
Ledyard National Bank
$326K
LA
1295
LVW Advisors
New York
$326K
NHC
1296
Nicholas Hoffman & Company
Georgia
$326K
Schroder Investment Management Group
1297
Schroder Investment Management Group
United Kingdom
$326K
CIBC World Market
1298
CIBC World Market
Ontario, Canada
$325K
First Trust Advisors
1299
First Trust Advisors
Illinois
$323K
BEAM
1300
Baker Ellis Asset Management
Washington
$323K