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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
LI
1476
LifeWealth Investments
Florida
$218K
WFA
1477
West Financial Advisors
Iowa
$218K
HNWAG
1478
High Net Worth Advisory Group
Florida
$218K
HC
1479
Hourglass Capital
Texas
$218K
MF
1480
Manuka Financial
Virginia
$217K
CC
1481
Chicago Capital
Illinois
$217K
FBB
1482
Fulton Breakefield Broenniman
Maryland
$217K
CF
1483
Convergence Financial
Missouri
$216K
TPWM
1484
Twelve Points Wealth Management
Massachusetts
$216K
VDI
1485
Vaughan David Investments
Illinois
$216K
TWM
1486
Tanglewood Wealth Management
Texas
$215K
AFM
1487
Armstrong Fleming & Moore
District of Columbia
$215K
CPG
1488
Cornerstone Planning Group
New Jersey
$215K
BIG
1489
Builder Investment Group
Georgia
$215K
TCM
1490
Tandem Capital Management
New Jersey
$215K
SDWMA
1491
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K
SIAG
1492
Safeguard Investment Advisory Group
California
$214K
MPIA
1493
Mountain Pacific Investment Advisers
Idaho
$214K
AWM
1494
Arista Wealth Management
Nevada
$214K
LIA
1495
Luken Investment Analytics
Tennessee
$213K
RPSA
1496
Richard P. Slaughter Associates
Texas
$212K
BWFA
1497
Baltimore-Washington Financial Advisors
Maryland
$212K
TFS
1498
Thoroughbred Financial Services
Tennessee
$210K
CWA
1499
Clarity Wealth Advisors
California
$209K
LFP
1500
Lakeshore Financial Planning
Michigan
$209K