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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
LIA
1501
Luken Investment Analytics
Tennessee
$213K
RPSA
1502
Richard P. Slaughter Associates
Texas
$212K
BWFA
1503
Baltimore-Washington Financial Advisors
Maryland
$212K
TFS
1504
Thoroughbred Financial Services
Tennessee
$210K
CWA
1505
Clarity Wealth Advisors
California
$209K
LFP
1506
Lakeshore Financial Planning
Michigan
$209K
GPA
1507
Guerra Pan Advisors
New Jersey
$209K
HFO
1508
Heritage Family Offices
Arizona
$209K
CAI
1509
Capital Advisors Inc
Oklahoma
$208K
TFM
1510
TFC Financial Management
Massachusetts
$208K
WTFG
1511
Wells Trecaso Financial Group
Ohio
$208K
WWA
1512
Wingate Wealth Advisors
Massachusetts
$207K
HC
1513
Hurley Capital
New York
$207K
TFG
1514
Tilson Financial Group
New Jersey
$207K
Fiera Capital (Canada)
1515
Fiera Capital (Canada)
Quebec, Canada
$207K
CFS
1516
Cannon Financial Strategists
Georgia
$207K
SWIG
1517
Strategic Wealth Investment Group
Kentucky
$206K
MFP
1518
Meridian Financial Partners
Virginia
$205K
FCMT
1519
Founders Capital Management (Texas)
Texas
$205K
CL
1520
CSS LLC
Illinois
$205K
IA
1521
Integrity Alliance
Iowa
$205K
LSIA
1522
LaSalle St. Investment Advisors
Illinois
$205K
VFS
1523
Valpey Financial Services
New Hampshire
$205K
NCM
1524
Neumann Capital Management
California
$205K
DF
1525
Dunhill Financial
United Kingdom
$204K