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iShares Russell 1000 Value ETF

1,716 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, 548 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: 548 | 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
1,716
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
TFG
1501
Tilson Financial Group
New Jersey
$207K
Fiera Capital (Canada)
1502
Fiera Capital (Canada)
Quebec, Canada
$207K
CFS
1503
Cannon Financial Strategists
Georgia
$207K
SWIG
1504
Strategic Wealth Investment Group
Kentucky
$206K
MFP
1505
Meridian Financial Partners
Virginia
$205K
FCMT
1506
Founders Capital Management (Texas)
Texas
$205K
CL
1507
CSS LLC
Illinois
$205K
IA
1508
Integrity Alliance
Iowa
$205K
LSIA
1509
LaSalle St. Investment Advisors
Illinois
$205K
VFS
1510
Valpey Financial Services
New Hampshire
$205K
NCM
1511
Neumann Capital Management
California
$205K
DF
1512
Dunhill Financial
United Kingdom
$204K
LF
1513
Lighthouse Financial
Florida
$204K
POIA
1514
Pin Oak Investment Advisors
Texas
$204K
CTB
1515
Country Trust Bank
Illinois
$204K
JWBC
1516
J.W. Burns & Co
New York
$204K
FCCM
1517
First City Capital Management
Georgia
$204K
VAMG
1518
Voisard Asset Management Group
Michigan
$203K
BA
1519
Bluesphere Advisors
Pennsylvania
$201K
WBCM
1520
Wilson & Boucher Capital Management
California
$201K
SA
1521
Seneschal Advisors
Washington
$194K
GFL
1522
Granite FO LLC
New Hampshire
$185K
CWM
1523
Copia Wealth Management
Oregon
$185K
WBC
1524
West Branch Capital
Massachusetts
$183K
IWP
1525
IAG Wealth Partners
Wisconsin
$179K