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iShares Russell 1000 Value ETF

1,730 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, 550 increasing their positions, 614 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: 550 | Existing positions reduced: 614

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
1,730
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
EP
1751
Edgestream Partners
New Jersey
KNW
1752
Kesler Norman & Wride
Utah
G
1753
GenTrust
Florida
SRL
1754
Scientech Research LLC
New Jersey
AIP
1755
Ameritas Investment Partners
Nebraska
LWM
1756
LJI Wealth Management
Indiana
PJWM
1757
Philip James Wealth Mangement
Georgia
TWM
1758
Tanager Wealth Management
United Kingdom
UAG
1759
United Advisor Group
Ohio
MWS
1760
MFA Wealth Services
California
GWM
1761
Gibbs Wealth Management
Georgia
FWM
1762
FFT Wealth Management
Pennsylvania
NWAG
1763
Net Worth Advisory Group
Utah
SFC
1764
Strategic Financial Concepts
Texas
GSEP
1765
Golden State Equity Partners
California
MCM
1766
Monument Capital Management
Virginia
BWM
1767
BlackDiamond Wealth Management
New York
EPW
1768
Endeavor Private Wealth
Kansas
WRPWM
1769
Werba Rubin Papier Wealth Management
California
FFS
1770
Founders Financial Securities
Maryland
BCM
1771
Brookmont Capital Management
Texas
LSWP
1772
Liberty Square Wealth Partners
Pennsylvania
FF
1773
Francis Financial
IWA
1774
Inspirion Wealth Advisors
Illinois
WTFG
1775
Wood Tarver Financial Group
Idaho