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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
EA
1426
Everpar Advisors
Oklahoma
$243K
TFO
1427
Timonier Family Office
North Carolina
$242K
TF
1428
Trek Financial
Arizona
$242K
NAMM
1429
NorthStar Asset Management (Massachusetts)
Massachusetts
$241K
RIM
1430
Redwood Investment Management
Arizona
$241K
EGWAG
1431
Elwood & Goetz Wealth Advisory Group
Georgia
$241K
AFP
1432
Alpha Financial Partners
Kentucky
$239K
MGWA
1433
Monument Group Wealth Advisors
Massachusetts
$239K
JSL
1434
JT Stratford LLC
Georgia
$239K
TFO
1435
Tarbox Family Office
California
$239K
1WA
1436
180 Wealth Advisors
Washington
$239K
CRI
1437
Commonwealth Retirement Investments
Virginia
$237K
FAC
1438
Financial Advisory Corporation
Michigan
$237K
QFW
1439
QTR Family Wealth
Florida
$237K
LGA
1440
Lebenthal Global Advisors
New York
$236K
SG
1441
Sharper & Granite
California
$236K
FWP
1442
Falcon Wealth Planning
California
$236K
RS
1443
Retirement Solution
Washington
$236K
NG
1444
Novem Group
New York
$234K
PP
1445
Patten & Patten
Tennessee
$234K
PIMG
1446
Patriot Investment Management Group
Tennessee
$233K
SAM
1447
SP Asset Management
California
$233K
TCB
1448
Texas Capital Bancshares
Texas
$233K
BB
1449
Berkshire Bank
Massachusetts
$233K
FWA
1450
FSM Wealth Advisors
Ohio
$231K