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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
1701
Horizons Wealth Management
North Carolina
$5.09K
Q1WB
1702
Quest 10 Wealth Builders
Virginia
$4.68K
DFA
1703
DHJJ Financial Advisors
Illinois
$4.07K
TFA
1704
Toth Financial Advisory
Virginia
$4.07K
HFM
1705
Harvest Fund Management
China
$4K
FG
1706
Fairman Group
Pennsylvania
$3.26K
KHC
1707
Koesten Hirschmann & Crabtree
Kansas
$2.89K
WA
1708
Westfuller Advisors
New York
$2.24K
AF
1709
Alerus Financial
North Dakota
$1.63K
NEWAS
1710
N.E.W. Advisory Services
Wisconsin
$1.63K
LWA
1711
Lowe Wealth Advisors
Maryland
$1.63K
HFS
1712
Hughes Financial Services
Virginia
$1.44K
BGC
1713
Beutel, Goodman & Co
Ontario, Canada
$1K
CIM
1714
Contravisory Investment Management
Massachusetts
$814
KWM
1715
Kiker Wealth Management
Georgia
$814
RIA
1716
Realta Investment Advisors
Delaware
$518
RRAM
1717
River Road Asset Management
Kentucky
AAP
1718
Arax Advisory Partners
Colorado
MDSL
1719
M.D. Sass LLC
New York
UBS AM
1720
UBS AM
Illinois
Caisse de Depot et Placement du Quebec (CDPQ)
1721
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
FMC
1722
First Merchants Corp
Indiana
Walleye Trading
1723
Walleye Trading
New York
SWGC
1724
Summit Wealth Group (Colorado)
Colorado
DS
1725
DRW Securities
Illinois