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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
FRA
1426
Frank Rimerman Advisors
California
$246K
DWP
1427
Daymark Wealth Partners
Ohio
$246K
PWM
1428
Pines Wealth Management
North Carolina
$245K
TC
1429
Trilogy Capital
California
$245K
MTIC
1430
Missouri Trust & Investment Company
Missouri
$244K
UWM
1431
USAdvisors Wealth Management
Minnesota
$244K
EA
1432
Everpar Advisors
Oklahoma
$243K
TFO
1433
Timonier Family Office
North Carolina
$242K
TF
1434
Trek Financial
Arizona
$242K
NAMM
1435
NorthStar Asset Management (Massachusetts)
Massachusetts
$241K
RIM
1436
Redwood Investment Management
Arizona
$241K
EGWAG
1437
Elwood & Goetz Wealth Advisory Group
Georgia
$241K
AFP
1438
Alpha Financial Partners
Kentucky
$239K
JSL
1439
JT Stratford LLC
Georgia
$239K
MGWA
1440
Monument Group Wealth Advisors
Massachusetts
$239K
TFO
1441
Tarbox Family Office
California
$239K
1WA
1442
180 Wealth Advisors
Washington
$239K
CRI
1443
Commonwealth Retirement Investments
Virginia
$237K
FAC
1444
Financial Advisory Corporation
Michigan
$237K
QFW
1445
QTR Family Wealth
Florida
$237K
LGA
1446
Lebenthal Global Advisors
New York
$236K
SG
1447
Sharper & Granite
California
$236K
FWP
1448
Falcon Wealth Planning
California
$236K
RS
1449
Retirement Solution
Washington
$236K
NG
1450
Novem Group
New York
$234K