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iShares Russell 1000 Value ETF

1,738 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
1,738
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
NFG
126
Nadler Financial Group
Illinois
$29.2M
KeyBank National Association
127
KeyBank National Association
Ohio
$29.1M
AQR Capital Management
128
AQR Capital Management
Connecticut
$28.9M
PWM
129
Proathlete Wealth Management
Florida
$28.5M
IC
130
IEQ Capital
California
$28.5M
CI
131
Cambiar Investors
Colorado
$28.4M
RWB
132
RMR Wealth Builders
New Jersey
$28.4M
SC
133
Savant Capital
Illinois
$27.7M
MT
134
Midwest Trust
Kansas
$27.6M
HSBC Holdings
135
HSBC Holdings
United Kingdom
$27.6M
CAL
136
Capital Advisors Ltd
Ohio
$26.1M
EIG
137
Ellenbecker Investment Group
Wisconsin
$25.9M
ANTB
138
AMG National Trust Bank
Colorado
$25.9M
FHC
139
First Horizon Corporation
Tennessee
$25.5M
CG
140
Corundum Group
Colorado
$25M
TA
141
TruWealth Advisors
Louisiana
$24.7M
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$24.5M
SIM
143
Stratos Investment Management
Ohio
$23.7M
LA
144
LWM Advisors
California
$23.6M
PA
145
PFW Advisors
Georgia
$23.2M
NA
146
NewEdge Advisors
Louisiana
$22.7M
VVP
147
Venture Visionary Partners
Ohio
$22.1M
TPCW
148
TD Private Client Wealth
New York
$21.7M
WHG
149
Westwood Holdings Group
Texas
$21.6M
FB
150
Fulton Bank
Pennsylvania
$21.4M