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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
P
176
&Partners
Tennessee
$16.8M
AG
177
Ascent Group
Virginia
$16.4M
MA
178
Montag & Associates
Georgia
$16.2M
FEG
179
Fund Evaluation Group
Ohio
$16.1M
BFG
180
Bleakley Financial Group
New Jersey
$16M
QCM
181
Quantinno Capital Management
New York
$15.7M
NA
182
Nestegg Advisors
New York
$15.6M
WJA
183
Willis Johnson & Associates
Texas
$15.4M
CFO
184
Callan Family Office
Pennsylvania
$15.2M
AWA
185
Arkadios Wealth Advisors
Georgia
$14.9M
C
186
Certuity
Florida
$14.8M
PA
187
Prism Advisors
California
$14.8M
BCI
188
Brinker Capital Investments
Pennsylvania
$14.8M
AC
189
Apella Capital
Connecticut
$14.8M
ZIM
190
Zacks Investment Management
Illinois
$14.5M
NCG
191
Newport Capital Group
New Jersey
$14.4M
GIM
192
Glenmede Investment Management
Pennsylvania
$14.3M
BM
193
Berman McAleer
Maryland
$14.3M
FCBT
194
First Citizens Bank & Trust
North Carolina
$14.3M
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$14M
VOYA Investment Management
196
VOYA Investment Management
Georgia
$13.7M
SCG
197
Sonata Capital Group
Washington
$13.6M
BCG
198
Breakwater Capital Group
New Jersey
$13.6M
XF
199
XML Financial
Maryland
$13.4M
FA
200
FDx Advisors
Illinois
$13.4M