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iShares Russell 1000 Value ETF

1,739 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
1,739
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
FPTW
1326
Franklin, Parlapiano, Turner & Welch
Texas
$302K
EIP
1327
Easterly Investment Partners
Massachusetts
$302K
RWP
1328
Ridgecrest Wealth Partners
California
$301K
SWM
1329
Stockman Wealth Management
Montana
$300K
PF
1330
PlanWiser Financial
Colorado
$300K
CPCM
1331
Cardinal Point Capital Management
Ontario, Canada
$299K
MLL
1332
Moody Lynn & Lieberson
Massachusetts
$295K
PC
1333
Permanens Capital
New York
$295K
CST
1334
Charles Schwab Trust
Nevada
$293K
AFA
1335
Arlington Financial Advisors
California
$292K
LWM
1336
Lakeridge Wealth Management
Ohio
$291K
LIG
1337
Lokken Investment Group
Delaware
$290K
VWM
1338
Verus Wealth Management
Wisconsin
$290K
EWM
1339
Echo Wealth Management
Minnesota
$290K
SCM
1340
Sollinda Capital Management
Florida
$290K
WPW
1341
Watershed Private Wealth
Illinois
$290K
RWP
1342
Revolve Wealth Partners
New Jersey
$289K
BFWM
1343
Bright Futures Wealth Management
New York
$289K
RGC
1344
Roberts, Glore & Co
Illinois
$288K
WA
1345
WealthTrust Axiom
Pennsylvania
$288K
WMWM
1346
Wilkins Miller Wealth Management
Alabama
$287K
FWI
1347
Facet Wealth Inc
Maryland
$287K
EFP
1348
EnRich Financial Partners
Wisconsin
$287K
MBTD
1349
Mechanics Bank - Trust Department
California
$285K
SIAS
1350
Summit Investment Advisory Services
Minnesota
$285K