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iShares Russell 1000 Value ETF

1,730 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
1,730
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
HGWM
1351
Horst & Graben Wealth Management
Oregon
$281K
GT
1352
GreatBanc Trust
Illinois
$281K
NB
1353
NBT Bank
New York
$280K
BHWM
1354
Beaird Harris Wealth Management
Texas
$280K
PA
1355
Planning Alternatives
Michigan
$280K
GBWM
1356
Granite Bay Wealth Management
New Hampshire
$279K
FAM
1357
Formidable Asset Management
Ohio
$277K
CM
1358
Cornerstone Management
Georgia
$276K
SAI
1359
Savvy Advisors Inc
New York
$276K
GWM
1360
GSB Wealth Management
Connecticut
$276K
DCM
1361
Donaldson Capital Management
Indiana
$275K
SIC
1362
Sterling Investment Counsel
New York
$275K
FA
1363
Fermata Advisors
California
$274K
PWS
1364
Proactive Wealth Strategies
Georgia
$274K
KWM
1365
Keebeck Wealth Management
Illinois
$273K
PFA
1366
Pillar Financial Advisors
Kentucky
$272K
FCAS
1367
First Command Advisory Services
Texas
$272K
TCM
1368
Traynor Capital Management
Pennsylvania
$272K
EFN
1369
Equita Financial Network
Pennsylvania
$272K
SWM
1370
Selective Wealth Management
Virginia
$271K
CKAIS
1371
Christensen King & Associates Investment Services
Washington
$271K
HPC
1372
HM Payson & Co
Maine
$271K
AA
1373
Addison Advisors
Vermont
$270K
SWMP
1374
Signature Wealth Management Partners
New Jersey
$269K
SA
1375
Sicart Associates
New York
$268K