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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
AFA
1376
Allium Financial Advisors
Oregon
$263K
MW
1377
Members Wealth
Pennsylvania
$262K
CAM
1378
Cozad Asset Management
Illinois
$261K
MIM
1379
MTM Investment Management
South Carolina
$261K
AWP
1380
Abacus Wealth Partners
California
$260K
OFA
1381
Oak Family Advisors
Illinois
$260K
RMAM
1382
Raab & Moskowitz Asset Management
New Jersey
$260K
SAM
1383
S.A. Mason
Michigan
$260K
OCM
1384
Orion Capital Management
California
$259K
RCM
1385
RMR Capital Management
California
$259K
ClearBridge Investments
1386
ClearBridge Investments
New York
$259K
GIP
1387
Greatmark Investment Partners
Georgia
$259K
PA
1388
Persium Advisors
Georgia
$258K
CBT
1389
Crews Bank & Trust
Florida
$258K
ONST
1390
Old North State Trust
North Carolina
$258K
SWM
1391
SK Wealth Management
Rhode Island
$258K
PP
1392
PDS Planning
Ohio
$257K
FWIA
1393
Fort Washington Investment Advisors
Ohio
$257K
LAM
1394
Lyrical Asset Management
New York
$256K
GD
1395
Grandfield & Dodd
New York
$256K
Koshinski Asset Management
1396
Koshinski Asset Management
Illinois
$255K
ACI
1397
Alpha Cubed Investments
California
$254K
PIM
1398
Penobscot Investment Management
Massachusetts
$253K
FFP
1399
FourThought Financial Partners
Florida
$253K
ERIC
1400
Eagle Rock Investment Company
Georgia
$252K