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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
CAG
1351
Csenge Advisory Group
Florida
$284K
ACM
1352
Andina Capital Management
Utah
$283K
NQWM
1353
Northwest Quadrant Wealth Management
Oregon
$283K
CFP
1354
Catalyst Financial Partners
Massachusetts
$282K
CA
1355
Crumly & Associates
Illinois
$282K
HGWM
1356
Horst & Graben Wealth Management
Oregon
$281K
GT
1357
GreatBanc Trust
Illinois
$281K
NB
1358
NBT Bank
New York
$280K
BHWM
1359
Beaird Harris Wealth Management
Texas
$280K
PA
1360
Planning Alternatives
Michigan
$280K
GBWM
1361
Granite Bay Wealth Management
New Hampshire
$279K
FAM
1362
Formidable Asset Management
Ohio
$277K
CM
1363
Cornerstone Management
Georgia
$276K
SAI
1364
Savvy Advisors Inc
New York
$276K
GWM
1365
GSB Wealth Management
Connecticut
$276K
DCM
1366
Donaldson Capital Management
Indiana
$275K
SIC
1367
Sterling Investment Counsel
New York
$275K
FA
1368
Fermata Advisors
California
$274K
PWS
1369
Proactive Wealth Strategies
Georgia
$274K
KWM
1370
Keebeck Wealth Management
Illinois
$273K
PFA
1371
Pillar Financial Advisors
Kentucky
$272K
FCAS
1372
First Command Advisory Services
Texas
$272K
TCM
1373
Traynor Capital Management
Pennsylvania
$272K
EFN
1374
Equita Financial Network
Pennsylvania
$272K
SWM
1375
Selective Wealth Management
Virginia
$271K