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iShares Russell 1000 Value ETF

1,715 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 547 increasing their positions, 607 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: $ → $

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 607

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
1,715
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
SFG
1451
SNS Financial Group
Minnesota
$227K
JC
1452
JB Capital
Connecticut
$227K
JTWM
1453
Jackson Thornton Wealth Management
Alabama
$227K
TLFA
1454
True Link Financial Advisors
California
$226K
IA
1455
Inspire Advisors
Idaho
$226K
IWS
1456
Insight Wealth Strategies
California
$225K
KCM
1457
Kathmere Capital Management
Pennsylvania
$225K
NL
1458
NVWM LLC
Pennsylvania
$224K
VFG
1459
V2 Financial group
Illinois
$224K
BWMG
1460
Barnes Wealth Management Group
California
$224K
SSW
1461
Stone Summit Wealth
Florida
$221K
KL
1462
KilterHowling LLC
Colorado
$221K
VAF
1463
Values Added Financial
District of Columbia
$220K
MSWA
1464
Marshall & Sterling Wealth Advisors
New York
$220K
RC
1465
Roundview Capital
New Jersey
$220K
KIM
1466
Kestra Investment Management
Texas
$220K
AIM
1467
Advyzon Investment Management
Illinois
$219K
LI
1468
LifeWealth Investments
Florida
$218K
WFA
1469
West Financial Advisors
Iowa
$218K
HNWAG
1470
High Net Worth Advisory Group
Florida
$218K
HC
1471
Hourglass Capital
Texas
$218K
MF
1472
Manuka Financial
Virginia
$217K
CC
1473
Chicago Capital
Illinois
$217K
FBB
1474
Fulton Breakefield Broenniman
Maryland
$217K
CF
1475
Convergence Financial
Missouri
$216K