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iShares Russell 1000 Value ETF

1,715 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 547 increasing their positions, 607 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: $ → $

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 607

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
1,715
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
EWM
1326
Echo Wealth Management
Minnesota
$290K
SCM
1327
Sollinda Capital Management
Florida
$290K
WPW
1328
Watershed Private Wealth
Illinois
$290K
RWP
1329
Revolve Wealth Partners
New Jersey
$289K
BFWM
1330
Bright Futures Wealth Management
New York
$289K
RGC
1331
Roberts, Glore & Co
Illinois
$288K
WA
1332
WealthTrust Axiom
Pennsylvania
$288K
WMWM
1333
Wilkins Miller Wealth Management
Alabama
$287K
FWI
1334
Facet Wealth Inc
Maryland
$287K
EFP
1335
EnRich Financial Partners
Wisconsin
$287K
MBTD
1336
Mechanics Bank - Trust Department
California
$285K
SIAS
1337
Summit Investment Advisory Services
Minnesota
$285K
GAM
1338
Gemmer Asset Management
California
$285K
CAG
1339
Csenge Advisory Group
Florida
$284K
ACM
1340
Andina Capital Management
Utah
$283K
NQWM
1341
Northwest Quadrant Wealth Management
Oregon
$283K
CFP
1342
Catalyst Financial Partners
Massachusetts
$282K
CA
1343
Crumly & Associates
Illinois
$282K
HGWM
1344
Horst & Graben Wealth Management
Oregon
$281K
GT
1345
GreatBanc Trust
Illinois
$281K
NB
1346
NBT Bank
New York
$280K
BHWM
1347
Beaird Harris Wealth Management
Texas
$280K
PA
1348
Planning Alternatives
Michigan
$280K
GBWM
1349
Granite Bay Wealth Management
New Hampshire
$279K
FAM
1350
Formidable Asset Management
Ohio
$277K