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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
GPA
1501
Guerra Pan Advisors
New Jersey
$209K
HFO
1502
Heritage Family Offices
Arizona
$209K
CAI
1503
Capital Advisors Inc
Oklahoma
$208K
TFM
1504
TFC Financial Management
Massachusetts
$208K
WTFG
1505
Wells Trecaso Financial Group
Ohio
$208K
WWA
1506
Wingate Wealth Advisors
Massachusetts
$207K
HC
1507
Hurley Capital
New York
$207K
TFG
1508
Tilson Financial Group
New Jersey
$207K
Fiera Capital (Canada)
1509
Fiera Capital (Canada)
Quebec, Canada
$207K
CFS
1510
Cannon Financial Strategists
Georgia
$207K
SWIG
1511
Strategic Wealth Investment Group
Kentucky
$206K
MFP
1512
Meridian Financial Partners
Virginia
$205K
FCMT
1513
Founders Capital Management (Texas)
Texas
$205K
CL
1514
CSS LLC
Illinois
$205K
IA
1515
Integrity Alliance
Iowa
$205K
LSIA
1516
LaSalle St. Investment Advisors
Illinois
$205K
VFS
1517
Valpey Financial Services
New Hampshire
$205K
NCM
1518
Neumann Capital Management
California
$205K
DF
1519
Dunhill Financial
United Kingdom
$204K
LF
1520
Lighthouse Financial
Florida
$204K
CTB
1521
Country Trust Bank
Illinois
$204K
POIA
1522
Pin Oak Investment Advisors
Texas
$204K
JWBC
1523
J.W. Burns & Co
New York
$204K
FCCM
1524
First City Capital Management
Georgia
$204K
VAMG
1525
Voisard Asset Management Group
Michigan
$203K