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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
CFO
1726
Custos Family Office
Texas
PCS
1727
Personal CFO Solutions
New Jersey
AGM
1728
Alpine Global Management
New York
SXL
1729
Summit X LLC
Missouri
FAIM
1730
Financial Advocates Investment Management
Washington
FFWA
1731
Forthright Family Wealth Advisory
Texas
VAG
1732
VisionPoint Advisory Group
Texas
SOS
1733
Silver Oak Securities
Tennessee
MPW
1734
MASECO Private Wealth
NFA
1735
Northwest Financial Advisors
Virginia
EP
1736
Edgestream Partners
New Jersey
KNW
1737
Kesler Norman & Wride
Utah
G
1738
GenTrust
Florida
SRL
1739
Scientech Research LLC
New Jersey
AIP
1740
Ameritas Investment Partners
Nebraska
LWM
1741
LJI Wealth Management
Indiana
PJWM
1742
Philip James Wealth Mangement
Georgia
TWM
1743
Tanager Wealth Management
United Kingdom
UAG
1744
United Advisor Group
Ohio
MWS
1745
MFA Wealth Services
California
GWM
1746
Gibbs Wealth Management
Georgia
FWM
1747
FFT Wealth Management
Pennsylvania
NWAG
1748
Net Worth Advisory Group
Utah
SFC
1749
Strategic Financial Concepts
Texas
GSEP
1750
Golden State Equity Partners
California