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iShares Russell 1000 Value ETF

1,738 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, 550 increasing their positions, 618 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: 10392 (-11)

11% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 618

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
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
JGIA
1276
Jackson Grant Investment Advisers
Connecticut
$336K
SEEDPG
1277
S.E.E.D. Planning Group
New York
$336K
TWP
1278
Triad Wealth Partners
Kansas
$335K
FPB
1279
First PREMIER Bank
South Dakota
$334K
AP
1280
Appleton Partners
Massachusetts
$334K
BI
1281
Berkeley Inc
Idaho
$333K
KAM
1282
KEB Asset Management
Illinois
$333K
PL
1283
Plancorp LLC
Missouri
$332K
BWM
1284
BCGM Wealth Management
Indiana
$331K
CWS
1285
Cypress Wealth Services
California
$331K
PWP
1286
Principle Wealth Partners
Connecticut
$330K
CCM
1287
Cullen Capital Management
New York
$329K
KWMG
1288
King Wealth Management Group
Florida
$328K
KWA
1289
Kondo Wealth Advisors
California
$328K
SC
1290
Stephenson & Company
California
$327K
LNB
1291
Ledyard National Bank
$326K
LA
1292
LVW Advisors
New York
$326K
NHC
1293
Nicholas Hoffman & Company
Georgia
$326K
Schroder Investment Management Group
1294
Schroder Investment Management Group
United Kingdom
$326K
CIBC World Market
1295
CIBC World Market
Ontario, Canada
$325K
First Trust Advisors
1296
First Trust Advisors
Illinois
$323K
BEAM
1297
Baker Ellis Asset Management
Washington
$323K
CFS
1298
Coordinated Financial Services
Colorado
$323K
MPCG
1299
Matrix Private Capital Group
New York
$323K
NF
1300
Nvest Financial
New Hampshire
$322K