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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
Fiera Capital (Canada)
1501
Fiera Capital (Canada)
Quebec, Canada
$207K
CFS
1502
Cannon Financial Strategists
Georgia
$207K
SWIG
1503
Strategic Wealth Investment Group
Kentucky
$206K
MFP
1504
Meridian Financial Partners
Virginia
$205K
FCMT
1505
Founders Capital Management (Texas)
Texas
$205K
CL
1506
CSS LLC
Illinois
$205K
IA
1507
Integrity Alliance
Iowa
$205K
LSIA
1508
LaSalle St. Investment Advisors
Illinois
$205K
VFS
1509
Valpey Financial Services
New Hampshire
$205K
NCM
1510
Neumann Capital Management
California
$205K
DF
1511
Dunhill Financial
United Kingdom
$204K
LF
1512
Lighthouse Financial
Florida
$204K
POIA
1513
Pin Oak Investment Advisors
Texas
$204K
CTB
1514
Country Trust Bank
Illinois
$204K
JWBC
1515
J.W. Burns & Co
New York
$204K
FCCM
1516
First City Capital Management
Georgia
$204K
VAMG
1517
Voisard Asset Management Group
Michigan
$203K
BA
1518
Bluesphere Advisors
Pennsylvania
$201K
WBCM
1519
Wilson & Boucher Capital Management
California
$201K
SA
1520
Seneschal Advisors
Washington
$194K
GFL
1521
Granite FO LLC
New Hampshire
$185K
CWM
1522
Copia Wealth Management
Oregon
$185K
WBC
1523
West Branch Capital
Massachusetts
$183K
IWP
1524
IAG Wealth Partners
Wisconsin
$179K
NFSG
1525
Newbridge Financial Services Group
Florida
$176K