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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
SSW
1476
Stone Summit Wealth
Florida
$221K
KL
1477
KilterHowling LLC
Colorado
$221K
VAF
1478
Values Added Financial
District of Columbia
$220K
MSWA
1479
Marshall & Sterling Wealth Advisors
New York
$220K
RC
1480
Roundview Capital
New Jersey
$220K
KIM
1481
Kestra Investment Management
Texas
$220K
AIM
1482
Advyzon Investment Management
Illinois
$219K
WFA
1483
West Financial Advisors
Iowa
$218K
HNWAG
1484
High Net Worth Advisory Group
Florida
$218K
HC
1485
Hourglass Capital
Texas
$218K
MF
1486
Manuka Financial
Virginia
$217K
CC
1487
Chicago Capital
Illinois
$217K
FBB
1488
Fulton Breakefield Broenniman
Maryland
$217K
CF
1489
Convergence Financial
Missouri
$216K
TPWM
1490
Twelve Points Wealth Management
Massachusetts
$216K
VDI
1491
Vaughan David Investments
Illinois
$216K
TWM
1492
Tanglewood Wealth Management
Texas
$215K
AFM
1493
Armstrong Fleming & Moore
District of Columbia
$215K
CPG
1494
Cornerstone Planning Group
New Jersey
$215K
BIG
1495
Builder Investment Group
Georgia
$215K
TCM
1496
Tandem Capital Management
New Jersey
$215K
SDWMA
1497
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K
SIAG
1498
Safeguard Investment Advisory Group
California
$214K
MPIA
1499
Mountain Pacific Investment Advisers
Idaho
$214K
AWM
1500
Arista Wealth Management
Nevada
$214K