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iShares Russell 1000 Value ETF

1,738 hedge funds and large institutions have $51.9B 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, 618 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:

11% less funds holding in top 10

Funds holding in top 10: 10392 (-11)

11% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 618

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
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
FAI
1676
Fiduciary Advisors Inc
Missouri
$22K
PIS
1677
POM Investment Strategies
North Carolina
$21.6K
KG
1678
Kilter Group
New York
$21K
TC
1679
Truvestments Capital
Florida
$20.4K
CWIG
1680
Chung Wu Investment Group
Texas
$20.4K
CTA
1681
Colonial Trust Advisors
South Carolina
$20.2K
CVM
1682
Cheviot Value Management
California
$19.6K
FMP
1683
Financial Management Professionals
Texas
$19.5K
FDW
1684
Fourth Dimension Wealth
Ohio
$18.5K
GWP
1685
Gen-Wealth Partners
Michigan
$17.7K
CFP
1686
Comprehensive Financial Planning
Pennsylvania
$17.3K
MWPCG
1687
Measured Wealth Private Client Group
New Hampshire
$15.7K
SGK
1688
Steigerwald Gordon & Koch
Virginia
$14.7K
CCM
1689
Chilton Capital Management
Texas
$14.3K
AWM
1690
Accredited Wealth Management
Kentucky
$14.3K
RMC
1691
Resources Management Corp
Connecticut
$14K
EA
1692
Evolution Advisers
Virginia
$14K
DWA
1693
Delos Wealth Advisors
Texas
$13.4K
PCM
1694
Perritt Capital Management
Illinois
$13.3K
VWWMG
1695
Vermillion & White Wealth Management Group
Pennsylvania
$13.2K
HWM
1696
HighMark Wealth Management
Minnesota
$12.5K
RWPA
1697
Richard W. Paul & Associates
Michigan
$12.4K
MIA
1698
Milestone Investment Advisors
Wisconsin
$12.2K
OAJ
1699
Ogorek Anthony Joseph
New York
$12K
NRG
1700
Nemes Rush Group
Michigan
$10.4K