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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
MBFW
1651
Morton Brown Family Wealth
Pennsylvania
$25.9K
MSFP
1652
Mark Sheptoff Financial Planning
Connecticut
$25.7K
CMBA
1653
C.M. Bidwell & Associates
Hawaii
$25.2K
TCM
1654
Tanaka Capital Management
New York
$25K
SR
1655
Syntax Research
Florida
$24.8K
TLCM
1656
Twin Lakes Capital Management
California
$24.2K
SCA
1657
Stuart Chaussee & Associates
California
$23.8K
FFA
1658
Frazier Financial Advisors
Ohio
$22K
FAI
1659
Fiduciary Advisors Inc
Missouri
$22K
PIS
1660
POM Investment Strategies
North Carolina
$21.6K
TC
1661
Truvestments Capital
Florida
$20.4K
CWIG
1662
Chung Wu Investment Group
Texas
$20.4K
CTA
1663
Colonial Trust Advisors
South Carolina
$20.2K
CVM
1664
Cheviot Value Management
California
$19.6K
FMP
1665
Financial Management Professionals
Texas
$19.5K
FDW
1666
Fourth Dimension Wealth
Ohio
$18.5K
GWP
1667
Gen-Wealth Partners
Michigan
$17.7K
CFP
1668
Comprehensive Financial Planning
Pennsylvania
$17.3K
MWPCG
1669
Measured Wealth Private Client Group
New Hampshire
$15.7K
SGK
1670
Steigerwald Gordon & Koch
Virginia
$14.7K
CCM
1671
Chilton Capital Management
Texas
$14.3K
AWM
1672
Accredited Wealth Management
Kentucky
$14.3K
RMC
1673
Resources Management Corp
Connecticut
$14K
DWA
1674
Delos Wealth Advisors
Texas
$13.4K
PCM
1675
Perritt Capital Management
Illinois
$13.3K