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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
MCM
1751
Monument Capital Management
Virginia
BWM
1752
BlackDiamond Wealth Management
New York
EPW
1753
Endeavor Private Wealth
Kansas
WRPWM
1754
Werba Rubin Papier Wealth Management
California
FFS
1755
Founders Financial Securities
Maryland
BCM
1756
Brookmont Capital Management
Texas
LSWP
1757
Liberty Square Wealth Partners
Pennsylvania
FF
1758
Francis Financial
IWA
1759
Inspirion Wealth Advisors
Illinois
WTFG
1760
Wood Tarver Financial Group
Idaho
CICI
1761
Capital Investment Counsel Inc
North Carolina
OWA
1762
Opal Wealth Advisors
New York
JFG
1763
JDM Financial Group
Texas
GWM
1764
Gitterman Wealth Management
New Jersey
QT
1765
Quantbot Technologies
New York
CAM
1766
Clarity Asset Management
Iowa
SC
1767
Stephens Consulting
Michigan
BIG
1768
Brooklyn Investment Group
New York
PFG
1769
Putney Financial Group
California
BMM
1770
Berkshire Money Management
Massachusetts
TSMHT
1771
Thurston Springer Miller Herd & Titak
Indiana
EWA
1772
EQ Wealth Advisors
Texas
GM
1773
GeoWealth Management
Illinois
CWM
1774
CarsonAllaria Wealth Management
Illinois
VWM
1775
Valley Wealth Managers
New Jersey