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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
NFSG
1526
Newbridge Financial Services Group
Florida
$176K
W
1527
WealthCollab
Washington
$176K
MEG
1528
Millstone Evans Group
Colorado
$175K
Macquarie Group
1529
Macquarie Group
Australia
$175K
RFA
1530
Register Financial Advisors
Georgia
$169K
CSB
1531
City State Bank
Iowa
$169K
SIS
1532
Sound Income Strategies
Florida
$169K
SWP
1533
Strategic Wealth Partners
Ohio
$166K
CF
1534
Centaurus Financial
California
$166K
CBT
1535
CoreFirst Bank & Trust
Kansas
$165K
WW
1536
Winnow Wealth
Texas
$162K
3IP
1537
3Chopt Investment Partners
Virginia
$161K
KFPC
1538
KERR FINANCIAL PLANNING Corp
California
$161K
JWM
1539
JPL Wealth Management
Colorado
$156K
DFC
1540
DB Fitzpatrick & Co
Idaho
$156K
MFT
1541
Moisand Fitzgerald Tamayo
Florida
$155K
GWS
1542
Greykasell Wealth Strategies
California
$153K
EPAM
1543
Evelyn Partners Asset Management
$152K
GWSG
1544
GPS Wealth Strategies Group
Colorado
$151K
FPF
1545
First Pacific Financial
Washington
$151K
HBT
1546
Hills Bank & Trust
Iowa
$148K
CCM
1547
Cloud Capital Management
Washington
$143K
TWC
1548
TD Waterhouse Canada
Ontario, Canada
$141K
SIP
1549
Sellwood Investment Partners
Oregon
$134K
VC
1550
Vestor Capital
Illinois
$134K