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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
SAG
1301
SageView Advisory Group
California
$321K
PWMG
1302
Pinnacle Wealth Management Group
Michigan
$320K
SPC
1303
Spirepoint Private Client
Florida
$318K
WG
1304
Watchman Group
Texas
$317K
SCM
1305
Stonehearth Capital Management
Massachusetts
$316K
LWM
1306
Liberty Wealth Management
California
$316K
DA
1307
Doliver Advisors
Texas
$316K
BHA
1308
Beech Hill Advisors
New York
$315K
JFA
1309
JNBA Financial Advisors
Minnesota
$315K
EL
1310
EWA LLC
Pennsylvania
$312K
SW
1311
SteelPeak Wealth
California
$312K
TC
1312
Trust Company
Kansas
$312K
EC
1313
EdgeRock Capital
Colorado
$311K
TCOT
1314
Trust Company of Toledo
Ohio
$310K
SSWM
1315
Smith Salley Wealth Management
North Carolina
$309K
PWP
1316
Private Wealth Partners
California
$307K
PWMAG
1317
Pinnacle Wealth Management Advisory Group
New Jersey
$306K
LWMT
1318
Legacy Wealth Management (Tennessee)
Tennessee
$306K
BL
1319
Balentine LLC
Georgia
$306K
TIM
1320
Thompson Investment Management
Wisconsin
$305K
BCM
1321
Boreal Capital Management
Florida
$305K
AHB
1322
Abner Herrman & Brock
New Jersey
$305K
WA
1323
Wealth Architects
California
$305K
WBG
1324
Wharton Business Group
Pennsylvania
$305K
FPTW
1325
Franklin, Parlapiano, Turner & Welch
Texas
$302K