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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
CSC
1551
Caldwell Sutter Capital
California
$132K
CFD
1552
Creative Financial Designs
Indiana
$128K
MG
1553
MilWealth Group
Wisconsin
$126K
WWM
1554
Wolff Wiese Magana
California
$119K
PCM
1555
Palouse Capital Management
Washington
$117K
WWA
1556
Wealth Watch Advisors
Colorado
$114K
AT
1557
Avalon Trust
New Mexico
$114K
MDCM
1558
Morgan Dempsey Capital Management
Wisconsin
$114K
STB
1559
S&T Bank
Pennsylvania
$112K
ETS
1560
ESL Trust Services
New York
$109K
WPA
1561
West Paces Advisors
Georgia
$108K
SFC
1562
SYM Financial Corp
Indiana
$107K
CF
1563
Collier Financial
Colorado
$106K
PWM
1564
Provident Wealth Management
Tennessee
$105K
MNA
1565
Manning & Napier Advisors
New York
$103K
JHCP
1566
Jackson Hole Capital Partners
Oklahoma
$101K
UCB
1567
United Community Bank
South Carolina
$100K
HFS
1568
Hopwood Financial Services
Virginia
$99.6K
AIA
1569
Arcadia Investment Advisors
Idaho
$98.3K
CTWM
1570
Cherry Tree Wealth Management
Minnesota
$96.1K
BWM
1571
Bernard Wealth Management
Michigan
$95.1K
TF
1572
Tompkins Financial
New York
$94.1K
TCM
1573
TD Capital Management
Tennessee
$92.4K
CWP
1574
Concord Wealth Partners
Virginia
$88.7K
NMG
1575
New Millennium Group
Utah
$81.4K