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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
EWP
1601
Elevation Wealth Partners
California
$57.3K
HFS
1602
Hantz Financial Services
Michigan
$56K
AEPWM
1603
Atlantic Edge Private Wealth Management
Florida
$55.2K
NSIM
1604
North Star Investment Management
Illinois
$54.7K
SN
1605
Sittner & Nelson
Oregon
$54.2K
CJ
1606
Caitlin John
Michigan
$52.9K
BMC
1607
Bear Mountain Capital
Washington
$52.7K
OSNBOA
1608
Old Second National Bank of Aurora
Illinois
$51.7K
HWA
1609
HHM Wealth Advisors
Tennessee
$51.7K
MWM
1610
MGB Wealth Management
Texas
$51.6K
AWM
1611
Abound Wealth Management
Tennessee
$50.2K
T
1612
Tidemark
California
$49.7K
FGAM
1613
Financial Gravity Asset Management
Texas
$49.3K
PIP
1614
Peachtree Investment Partners
Florida
$49.1K
PWMG
1615
Private Wealth Management Group
New Jersey
$48.9K
QWM
1616
Quaker Wealth Management
New Jersey
$46.8K
RCM
1617
Richardson Capital Management
Wisconsin
$45.4K
VNA
1618
Valley National Advisers
Pennsylvania
$45K
FP
1619
Financial Perspectives
Minnesota
$45K
MSG
1620
Main Street Group
Virginia
$43.4K
PWMG
1621
Prestige Wealth Management Group
New Jersey
$40.9K
OL
1622
one8zero8 LLC
North Carolina
$40.7K
AWM
1623
Aberdeen Wealth Management
Illinois
$40.7K
CCMI
1624
Creative Capital Management Investments
California
$40.7K
Federated Hermes
1625
Federated Hermes
Pennsylvania
$40.7K