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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
PWMG
1626
Private Wealth Management Group
New Jersey
$48.9K
QWM
1627
Quaker Wealth Management
New Jersey
$46.8K
RCM
1628
Richardson Capital Management
Wisconsin
$45.4K
VNA
1629
Valley National Advisers
Pennsylvania
$45K
FP
1630
Financial Perspectives
Minnesota
$45K
MSG
1631
Main Street Group
Virginia
$43.4K
PWMG
1632
Prestige Wealth Management Group
New Jersey
$40.9K
OL
1633
one8zero8 LLC
North Carolina
$40.7K
CCMI
1634
Creative Capital Management Investments
California
$40.7K
AWM
1635
Aberdeen Wealth Management
Illinois
$40.7K
Federated Hermes
1636
Federated Hermes
Pennsylvania
$40.7K
DCM
1637
Davis Capital Management
Florida
$38.5K
VWA
1638
VSM Wealth Advisory
Maryland
$37.7K
PFSC
1639
Peoples Financial Services Corp
Pennsylvania
$37.7K
SIC
1640
SJS Investment Consulting
Ohio
$37.3K
AIM
1641
Access Investment Management
Georgia
$36.6K
MAS
1642
MPWM Advisory Solutions
Georgia
$36.4K
CFFP
1643
Center for Financial Planning
Michigan
$35.8K
RWM
1644
RMG Wealth Management
Wisconsin
$34.8K
MLA
1645
MB, Levis & Associates
Pennsylvania
$33.4K
NECFA
1646
New England Capital Financial Advisors
Connecticut
$33K
DAM
1647
Delta Asset Management
Tennessee
$32.6K
BAM
1648
Bellevue Asset Management
Washington
$30.5K
ATC
1649
Advantage Trust Company
Kansas
$30.3K
DWS
1650
Dynamic Wealth Strategies
California
$29.5K