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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, 550 increasing their positions, 614 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: 550 | Existing positions reduced: 614

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
MLL
1326
Moody Lynn & Lieberson
Massachusetts
$295K
PC
1327
Permanens Capital
New York
$295K
CST
1328
Charles Schwab Trust
Nevada
$293K
AFA
1329
Arlington Financial Advisors
California
$292K
LWM
1330
Lakeridge Wealth Management
Ohio
$291K
LIG
1331
Lokken Investment Group
Delaware
$290K
VWM
1332
Verus Wealth Management
Wisconsin
$290K
EWM
1333
Echo Wealth Management
Minnesota
$290K
SCM
1334
Sollinda Capital Management
Florida
$290K
WPW
1335
Watershed Private Wealth
Illinois
$290K
RWP
1336
Revolve Wealth Partners
New Jersey
$289K
BFWM
1337
Bright Futures Wealth Management
New York
$289K
RGC
1338
Roberts, Glore & Co
Illinois
$288K
WA
1339
WealthTrust Axiom
Pennsylvania
$288K
WMWM
1340
Wilkins Miller Wealth Management
Alabama
$287K
FWI
1341
Facet Wealth Inc
Maryland
$287K
EFP
1342
EnRich Financial Partners
Wisconsin
$287K
MBTD
1343
Mechanics Bank - Trust Department
California
$285K
SIAS
1344
Summit Investment Advisory Services
Minnesota
$285K
GAM
1345
Gemmer Asset Management
California
$285K
CAG
1346
Csenge Advisory Group
Florida
$284K
ACM
1347
Andina Capital Management
Utah
$283K
NQWM
1348
Northwest Quadrant Wealth Management
Oregon
$283K
CFP
1349
Catalyst Financial Partners
Massachusetts
$282K
CA
1350
Crumly & Associates
Illinois
$282K