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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
AI
301
Auour Investments
Massachusetts
$6.6M
AIFAIM
302
American Institute for Advanced Investment Management
Arizona
$6.53M
SCA
303
Snowden Capital Advisors
New York
$6.45M
Vanguard Group
304
Vanguard Group
Pennsylvania
$6.42M
Loomis, Sayles & Company
305
Loomis, Sayles & Company
Massachusetts
$6.41M
BAAM
306
Baker Avenue Asset Management
California
$6.4M
QCG
307
Quadrant Capital Group
Ohio
$6.37M
WT
308
Whittier Trust
California
$6.35M
LW
309
Linscomb Wealth
Texas
$6.32M
TWP
310
Total Wealth Planning
Ohio
$6.29M
PFS
311
Prospera Financial Services
Texas
$6.21M
SMA
312
Seven Mile Advisory
New Jersey
$6.15M
GIA
313
Gladstone Institutional Advisory
Florida
$6.13M
CGA
314
Crescent Grove Advisors
Illinois
$6.12M
RTL
315
Red Tortoise LLC
Georgia
$6.09M
CWS
316
Confluence Wealth Services
Pennsylvania
$6.05M
HR
317
Hardy Reed
Mississippi
$6.04M
HCA
318
Harbour Capital Advisors
Virginia
$6.02M
DI
319
Disciplined Investments
Oklahoma
$6.01M
Principal Financial Group
320
Principal Financial Group
Iowa
$5.97M
BP
321
Ballentine Partners
Massachusetts
$5.93M
MMA
322
Miracle Mile Advisors
California
$5.91M
PWPS
323
Pinnacle Wealth Planning Services
Ohio
$5.91M
RhumbLine Advisers
324
RhumbLine Advisers
Massachusetts
$5.87M
BAMG
325
Brand Asset Management Group
Missouri
$5.84M