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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
AG
176
Ascent Group
Virginia
$16.4M
MA
177
Montag & Associates
Georgia
$16.2M
FEG
178
Fund Evaluation Group
Ohio
$16.1M
BFG
179
Bleakley Financial Group
New Jersey
$16M
QCM
180
Quantinno Capital Management
New York
$15.7M
NA
181
Nestegg Advisors
New York
$15.6M
WJA
182
Willis Johnson & Associates
Texas
$15.4M
CFO
183
Callan Family Office
Pennsylvania
$15.2M
AWA
184
Arkadios Wealth Advisors
Georgia
$14.9M
C
185
Certuity
Florida
$14.8M
PA
186
Prism Advisors
California
$14.8M
BCI
187
Brinker Capital Investments
Pennsylvania
$14.8M
AC
188
Apella Capital
Connecticut
$14.8M
ZIM
189
Zacks Investment Management
Illinois
$14.5M
NCG
190
Newport Capital Group
New Jersey
$14.4M
GIM
191
Glenmede Investment Management
Pennsylvania
$14.3M
BM
192
Berman McAleer
Maryland
$14.3M
FCBT
193
First Citizens Bank & Trust
North Carolina
$14.3M
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$14M
VOYA Investment Management
195
VOYA Investment Management
Georgia
$13.7M
SCG
196
Sonata Capital Group
Washington
$13.6M
BCG
197
Breakwater Capital Group
New Jersey
$13.6M
XF
198
XML Financial
Maryland
$13.4M
FA
199
FDx Advisors
Illinois
$13.4M
MWM
200
Moran Wealth Management
Florida
$13.3M