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iShares Russell 1000 Value ETF

1,741 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, 551 increasing their positions, 619 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: 10493 (-11)

11% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 619

94% less call options, than puts

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

Holders
1,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
MIA
1701
Milestone Investment Advisors
Wisconsin
$12.2K
OAJ
1702
Ogorek Anthony Joseph
New York
$12K
NRG
1703
Nemes Rush Group
Michigan
$10.4K
VWA
1704
Valued Wealth Advisors
Utah
$10.2K
IFS
1705
Intelligent Financial Strategies
Minnesota
$10.2K
RA
1706
Rise Advisors
New York
$10.2K
HNW
1707
High Note Wealth
Minnesota
$9.57K
KA
1708
Kozak & Associates
Colorado
$9.52K
PWA
1709
Physician Wealth Advisors
Utah
$9.33K
VanEck Associates
1710
VanEck Associates
New York
$9K
ETC
1711
Exchange Traded Concepts
Oklahoma
$8.75K
CFG
1712
Chapman Financial Group
Hawaii
$8.55K
BL
1713
BFSG LLC
California
$7.94K
1L
1714
10Elms LLP
Oklahoma
$7.74K
FCT
1715
First Community Trust
Iowa
$7.33K
EWM
1716
Evolution Wealth Management
Florida
$7.33K
LWMI
1717
Legacy Wealth Management (Idaho)
Idaho
$7.13K
APW
1718
Aventura Private Wealth
Florida
$6.92K
IF
1719
Integrity Financial
Wyoming
$6.51K
HI
1720
Hoey Investments
Pennsylvania
$6.51K
MSWM
1721
Mowery & Schoenfeld Wealth Management
Illinois
$6.31K
GIP
1722
Granite Investment Partners
California
$5.9K
BC
1723
Broadwater Capital
Massachusetts
$5.29K
HWM
1724
Horizons Wealth Management
North Carolina
$5.09K
LB
1725
Legacy Bridge
Iowa
$5.09K