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iShares Russell 1000 Value ETF

1,739 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
1,739
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
SWM
1376
Selective Wealth Management
Virginia
$271K
CKAIS
1377
Christensen King & Associates Investment Services
Washington
$271K
HPC
1378
HM Payson & Co
Maine
$271K
AA
1379
Addison Advisors
Vermont
$270K
SWMP
1380
Signature Wealth Management Partners
New Jersey
$269K
SA
1381
Sicart Associates
New York
$268K
LSA
1382
Lansing Street Advisors
Pennsylvania
$267K
RLIM
1383
Red Lighthouse Investment Management
New York
$266K
PFT
1384
Providence First Trust
Arizona
$266K
MWM
1385
MorganRosel Wealth Management
Colorado
$266K
AGWCA
1386
Annis Gardner Whiting Capital Advisors
Florida
$266K
NWP
1387
NerdWallet Wealth Partners
New York
$263K
GA
1388
Gordian Advisors
Arizona
$263K
AFA
1389
Allium Financial Advisors
Oregon
$263K
MW
1390
Members Wealth
Pennsylvania
$262K
CAM
1391
Cozad Asset Management
Illinois
$261K
MIM
1392
MTM Investment Management
South Carolina
$261K
AWP
1393
Abacus Wealth Partners
California
$260K
OFA
1394
Oak Family Advisors
Illinois
$260K
RMAM
1395
Raab & Moskowitz Asset Management
New Jersey
$260K
SAM
1396
S.A. Mason
Michigan
$260K
OCM
1397
Orion Capital Management
California
$259K
RCM
1398
RMR Capital Management
California
$259K
ClearBridge Investments
1399
ClearBridge Investments
New York
$259K
GIP
1400
Greatmark Investment Partners
Georgia
$259K