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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
EPW
1776
Endeavor Private Wealth
Kansas
WRPWM
1777
Werba Rubin Papier Wealth Management
California
FFS
1778
Founders Financial Securities
Maryland
BCM
1779
Brookmont Capital Management
Texas
LSWP
1780
Liberty Square Wealth Partners
Pennsylvania
FF
1781
Francis Financial
IWA
1782
Inspirion Wealth Advisors
Illinois
WTFG
1783
Wood Tarver Financial Group
Idaho
CICI
1784
Capital Investment Counsel Inc
North Carolina
OWA
1785
Opal Wealth Advisors
New York
JFG
1786
JDM Financial Group
Texas
GWM
1787
Gitterman Wealth Management
New Jersey
QT
1788
Quantbot Technologies
New York
CAM
1789
Clarity Asset Management
Iowa
SC
1790
Stephens Consulting
Michigan
BIG
1791
Brooklyn Investment Group
New York
PFG
1792
Putney Financial Group
California
BMM
1793
Berkshire Money Management
Massachusetts
TSMHT
1794
Thurston Springer Miller Herd & Titak
Indiana
EWA
1795
EQ Wealth Advisors
Texas
GM
1796
GeoWealth Management
Illinois
CWM
1797
CarsonAllaria Wealth Management
Illinois
VWM
1798
Valley Wealth Managers
New Jersey
AG
1799
AmeriFlex Group
Nevada
LC
1800
Luminist Capital
Michigan