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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
LSA
1376
Lansing Street Advisors
Pennsylvania
$267K
RLIM
1377
Red Lighthouse Investment Management
New York
$266K
PFT
1378
Providence First Trust
Arizona
$266K
MWM
1379
MorganRosel Wealth Management
Colorado
$266K
AGWCA
1380
Annis Gardner Whiting Capital Advisors
Florida
$266K
NWP
1381
NerdWallet Wealth Partners
New York
$263K
GA
1382
Gordian Advisors
Arizona
$263K
AFA
1383
Allium Financial Advisors
Oregon
$263K
MW
1384
Members Wealth
Pennsylvania
$262K
CAM
1385
Cozad Asset Management
Illinois
$261K
MIM
1386
MTM Investment Management
South Carolina
$261K
OFA
1387
Oak Family Advisors
Illinois
$260K
AWP
1388
Abacus Wealth Partners
California
$260K
RMAM
1389
Raab & Moskowitz Asset Management
New Jersey
$260K
SAM
1390
S.A. Mason
Michigan
$260K
OCM
1391
Orion Capital Management
California
$259K
RCM
1392
RMR Capital Management
California
$259K
ClearBridge Investments
1393
ClearBridge Investments
New York
$259K
GIP
1394
Greatmark Investment Partners
Georgia
$259K
PA
1395
Persium Advisors
Georgia
$258K
CBT
1396
Crews Bank & Trust
Florida
$258K
ONST
1397
Old North State Trust
North Carolina
$258K
SWM
1398
SK Wealth Management
Rhode Island
$258K
PP
1399
PDS Planning
Ohio
$257K
FWIA
1400
Fort Washington Investment Advisors
Ohio
$257K