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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
LAM
1401
Lyrical Asset Management
New York
$256K
GD
1402
Grandfield & Dodd
New York
$256K
Koshinski Asset Management
1403
Koshinski Asset Management
Illinois
$255K
ACI
1404
Alpha Cubed Investments
California
$254K
PIM
1405
Penobscot Investment Management
Massachusetts
$253K
FFP
1406
FourThought Financial Partners
Florida
$253K
ERIC
1407
Eagle Rock Investment Company
Georgia
$252K
BST
1408
Bath Savings Trust
Maine
$252K
PMWMG
1409
Parr McKnight Wealth Management Group
Minnesota
$252K
WAG
1410
Windsor Advisory Group
Ohio
$252K
AP
1411
Atwood & Palmer
Missouri
$251K
MWA
1412
Muirfield Wealth Advisors
North Carolina
$251K
PC
1413
Pecaut & Co
Iowa
$251K
BPFA
1414
Barnes Pettey Financial Advisors
Mississippi
$249K
LBC
1415
Leigh Baldwin & Co
New York
$249K
AWAP
1416
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$248K
GWM
1417
Greenhouse Wealth Management
Connecticut
$248K
CC
1418
Commons Capital
Massachusetts
$246K
HWMC
1419
Heritage Wealth Management (California)
California
$246K
FRA
1420
Frank Rimerman Advisors
California
$246K
DWP
1421
Daymark Wealth Partners
Ohio
$246K
PWM
1422
Pines Wealth Management
North Carolina
$245K
TC
1423
Trilogy Capital
California
$245K
MTIC
1424
Missouri Trust & Investment Company
Missouri
$244K
UWM
1425
USAdvisors Wealth Management
Minnesota
$244K