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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
CFS
1301
Coordinated Financial Services
Colorado
$323K
MPCG
1302
Matrix Private Capital Group
New York
$323K
NF
1303
Nvest Financial
New Hampshire
$322K
SAG
1304
SageView Advisory Group
California
$321K
PWMG
1305
Pinnacle Wealth Management Group
Michigan
$320K
SPC
1306
Spirepoint Private Client
Florida
$318K
WG
1307
Watchman Group
Texas
$317K
SCM
1308
Stonehearth Capital Management
Massachusetts
$316K
LWM
1309
Liberty Wealth Management
California
$316K
DA
1310
Doliver Advisors
Texas
$316K
BHA
1311
Beech Hill Advisors
New York
$315K
JFA
1312
JNBA Financial Advisors
Minnesota
$315K
EL
1313
EWA LLC
Pennsylvania
$312K
SW
1314
SteelPeak Wealth
California
$312K
TC
1315
Trust Company
Kansas
$312K
EC
1316
EdgeRock Capital
Colorado
$311K
TCOT
1317
Trust Company of Toledo
Ohio
$310K
SSWM
1318
Smith Salley Wealth Management
North Carolina
$309K
PWP
1319
Private Wealth Partners
California
$307K
PWMAG
1320
Pinnacle Wealth Management Advisory Group
New Jersey
$306K
LWMT
1321
Legacy Wealth Management (Tennessee)
Tennessee
$306K
BL
1322
Balentine LLC
Georgia
$306K
BCM
1323
Boreal Capital Management
Florida
$305K
TIM
1324
Thompson Investment Management
Wisconsin
$305K
AHB
1325
Abner Herrman & Brock
New Jersey
$305K