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iShares Russell 1000 Value ETF

1,731 hedge funds and large institutions have $51.8B 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, 613 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:

10% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 613

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
1,731
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
NFA
1751
Northwest Financial Advisors
Virginia
EP
1752
Edgestream Partners
New Jersey
KNW
1753
Kesler Norman & Wride
Utah
G
1754
GenTrust
Florida
SRL
1755
Scientech Research LLC
New Jersey
AIP
1756
Ameritas Investment Partners
Nebraska
LWM
1757
LJI Wealth Management
Indiana
PJWM
1758
Philip James Wealth Mangement
Georgia
TWM
1759
Tanager Wealth Management
United Kingdom
UAG
1760
United Advisor Group
Ohio
MWS
1761
MFA Wealth Services
California
GWM
1762
Gibbs Wealth Management
Georgia
FWM
1763
FFT Wealth Management
Pennsylvania
NWAG
1764
Net Worth Advisory Group
Utah
SFC
1765
Strategic Financial Concepts
Texas
GSEP
1766
Golden State Equity Partners
California
MCM
1767
Monument Capital Management
Virginia
BWM
1768
BlackDiamond Wealth Management
New York
EPW
1769
Endeavor Private Wealth
Kansas
WRPWM
1770
Werba Rubin Papier Wealth Management
California
FFS
1771
Founders Financial Securities
Maryland
BCM
1772
Brookmont Capital Management
Texas
LSWP
1773
Liberty Square Wealth Partners
Pennsylvania
FF
1774
Francis Financial
IWA
1775
Inspirion Wealth Advisors
Illinois