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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
AP
1276
Appleton Partners
Massachusetts
$334K
BI
1277
Berkeley Inc
Idaho
$333K
KAM
1278
KEB Asset Management
Illinois
$333K
PL
1279
Plancorp LLC
Missouri
$332K
BWM
1280
BCGM Wealth Management
Indiana
$331K
CWS
1281
Cypress Wealth Services
California
$331K
PWP
1282
Principle Wealth Partners
Connecticut
$330K
CCM
1283
Cullen Capital Management
New York
$329K
KWMG
1284
King Wealth Management Group
Florida
$328K
KWA
1285
Kondo Wealth Advisors
California
$328K
SC
1286
Stephenson & Company
California
$327K
LNB
1287
Ledyard National Bank
$326K
LA
1288
LVW Advisors
New York
$326K
NHC
1289
Nicholas Hoffman & Company
Georgia
$326K
Schroder Investment Management Group
1290
Schroder Investment Management Group
United Kingdom
$326K
CIBC World Market
1291
CIBC World Market
Ontario, Canada
$325K
First Trust Advisors
1292
First Trust Advisors
Illinois
$323K
BEAM
1293
Baker Ellis Asset Management
Washington
$323K
CFS
1294
Coordinated Financial Services
Colorado
$323K
MPCG
1295
Matrix Private Capital Group
New York
$323K
NF
1296
Nvest Financial
New Hampshire
$322K
SAG
1297
SageView Advisory Group
California
$321K
PWMG
1298
Pinnacle Wealth Management Group
Michigan
$320K
SPC
1299
Spirepoint Private Client
Florida
$318K
WG
1300
Watchman Group
Texas
$317K