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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
HWM
1676
HighMark Wealth Management
Minnesota
$12.5K
RWPA
1677
Richard W. Paul & Associates
Michigan
$12.4K
MIA
1678
Milestone Investment Advisors
Wisconsin
$12.2K
OAJ
1679
Ogorek Anthony Joseph
New York
$12K
NRG
1680
Nemes Rush Group
Michigan
$10.4K
VWA
1681
Valued Wealth Advisors
Utah
$10.2K
IFS
1682
Intelligent Financial Strategies
Minnesota
$10.2K
RA
1683
Rise Advisors
New York
$10.2K
HNW
1684
High Note Wealth
Minnesota
$9.57K
KA
1685
Kozak & Associates
Colorado
$9.52K
PWA
1686
Physician Wealth Advisors
Utah
$9.33K
VanEck Associates
1687
VanEck Associates
New York
$9K
ETC
1688
Exchange Traded Concepts
Oklahoma
$8.75K
CFG
1689
Chapman Financial Group
Hawaii
$8.55K
BL
1690
BFSG LLC
California
$7.94K
1L
1691
10Elms LLP
Oklahoma
$7.74K
FCT
1692
First Community Trust
Iowa
$7.33K
EWM
1693
Evolution Wealth Management
Florida
$7.33K
LWMI
1694
Legacy Wealth Management (Idaho)
Idaho
$7.13K
IF
1695
Integrity Financial
Wyoming
$6.51K
HI
1696
Hoey Investments
Pennsylvania
$6.51K
MSWM
1697
Mowery & Schoenfeld Wealth Management
Illinois
$6.31K
GIP
1698
Granite Investment Partners
California
$5.9K
BC
1699
Broadwater Capital
Massachusetts
$5.29K
LB
1700
Legacy Bridge
Iowa
$5.09K