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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
CM
1351
Cornerstone Management
Georgia
$276K
SAI
1352
Savvy Advisors Inc
New York
$276K
GWM
1353
GSB Wealth Management
Connecticut
$276K
DCM
1354
Donaldson Capital Management
Indiana
$275K
SIC
1355
Sterling Investment Counsel
New York
$275K
FA
1356
Fermata Advisors
California
$274K
PWS
1357
Proactive Wealth Strategies
Georgia
$274K
KWM
1358
Keebeck Wealth Management
Illinois
$273K
PFA
1359
Pillar Financial Advisors
Kentucky
$272K
FCAS
1360
First Command Advisory Services
Texas
$272K
TCM
1361
Traynor Capital Management
Pennsylvania
$272K
EFN
1362
Equita Financial Network
Pennsylvania
$272K
SWM
1363
Selective Wealth Management
Virginia
$271K
CKAIS
1364
Christensen King & Associates Investment Services
Washington
$271K
HPC
1365
HM Payson & Co
Maine
$271K
AA
1366
Addison Advisors
Vermont
$270K
SWMP
1367
Signature Wealth Management Partners
New Jersey
$269K
SA
1368
Sicart Associates
New York
$268K
LSA
1369
Lansing Street Advisors
Pennsylvania
$267K
RLIM
1370
Red Lighthouse Investment Management
New York
$266K
PFT
1371
Providence First Trust
Arizona
$266K
MWM
1372
MorganRosel Wealth Management
Colorado
$266K
AGWCA
1373
Annis Gardner Whiting Capital Advisors
Florida
$266K
NWP
1374
NerdWallet Wealth Partners
New York
$263K
GA
1375
Gordian Advisors
Arizona
$263K