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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
Loomis, Sayles & Company
301
Loomis, Sayles & Company
Massachusetts
$6.41M
BAAM
302
Baker Avenue Asset Management
California
$6.4M
QCG
303
Quadrant Capital Group
Ohio
$6.37M
WT
304
Whittier Trust
California
$6.35M
LW
305
Linscomb Wealth
Texas
$6.32M
TWP
306
Total Wealth Planning
Ohio
$6.29M
PFS
307
Prospera Financial Services
Texas
$6.21M
SMA
308
Seven Mile Advisory
New Jersey
$6.15M
GIA
309
Gladstone Institutional Advisory
Florida
$6.13M
CGA
310
Crescent Grove Advisors
Illinois
$6.12M
RTL
311
Red Tortoise LLC
Georgia
$6.09M
CWS
312
Confluence Wealth Services
Pennsylvania
$6.05M
HR
313
Hardy Reed
Mississippi
$6.04M
HCA
314
Harbour Capital Advisors
Virginia
$6.02M
DI
315
Disciplined Investments
Oklahoma
$6.01M
Principal Financial Group
316
Principal Financial Group
Iowa
$5.97M
BP
317
Ballentine Partners
Massachusetts
$5.93M
MMA
318
Miracle Mile Advisors
California
$5.91M
PWPS
319
Pinnacle Wealth Planning Services
Ohio
$5.91M
RhumbLine Advisers
320
RhumbLine Advisers
Massachusetts
$5.87M
BAMG
321
Brand Asset Management Group
Missouri
$5.84M
ATI
322
ARK & TLK Investments
Oklahoma
$5.84M
TW
323
Towerpoint Wealth
California
$5.83M
UWPG
324
Ullmann Wealth Partners Group
Florida
$5.83M
WTC
325
WhitTier Trust Company
Nevada
$5.77M