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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
TFA
1726
Toth Financial Advisory
Virginia
$4.07K
HFM
1727
Harvest Fund Management
China
$4K
FG
1728
Fairman Group
Pennsylvania
$3.26K
KHC
1729
Koesten Hirschmann & Crabtree
Kansas
$2.89K
WA
1730
Westfuller Advisors
New York
$2.24K
AF
1731
Alerus Financial
North Dakota
$1.63K
NEWAS
1732
N.E.W. Advisory Services
Wisconsin
$1.63K
LWA
1733
Lowe Wealth Advisors
Maryland
$1.63K
HFS
1734
Hughes Financial Services
Virginia
$1.44K
CIA
1735
Cape Investment Advisory
Georgia
$1.02K
BGC
1736
Beutel, Goodman & Co
Ontario, Canada
$1K
CIM
1737
Contravisory Investment Management
Massachusetts
$814
KWM
1738
Kiker Wealth Management
Georgia
$814
RIA
1739
Realta Investment Advisors
Delaware
$518
RRAM
1740
River Road Asset Management
Kentucky
AAP
1741
Arax Advisory Partners
Colorado
MDSL
1742
M.D. Sass LLC
New York
UBS AM
1743
UBS AM
Illinois
Caisse de Depot et Placement du Quebec (CDPQ)
1744
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
FMC
1745
First Merchants Corp
Indiana
Walleye Trading
1746
Walleye Trading
New York
SWGC
1747
Summit Wealth Group (Colorado)
Colorado
DS
1748
DRW Securities
Illinois
CFO
1749
Custos Family Office
Texas
PCS
1750
Personal CFO Solutions
New Jersey