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iShares Russell 1000 Value ETF

1,741 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, 551 increasing their positions, 619 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: 10493 (-11)

11% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 619

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
ATI
326
ARK & TLK Investments
Oklahoma
$5.84M
TW
327
Towerpoint Wealth
California
$5.83M
UWPG
328
Ullmann Wealth Partners Group
Florida
$5.83M
WTC
329
WhitTier Trust Company
Nevada
$5.77M
BA
330
Brightwater Advisory
Florida
$5.75M
BBHC
331
Brown Brothers Harriman & Co
New York
$5.73M
ASBI
332
American State Bank (Iowa)
Iowa
$5.73M
PCM
333
Pointe Capital Management
Michigan
$5.73M
HF
334
HRT Financial
New York
$5.72M
MCCA
335
Mill Creek Capital Advisors
Pennsylvania
$5.71M
Mackenzie Financial
336
Mackenzie Financial
Ontario, Canada
$5.67M
RIL
337
Rothschild Investment LLC
Illinois
$5.64M
Kayne Anderson Rudnick Investment Management
338
Kayne Anderson Rudnick Investment Management
California
$5.61M
AAM
339
Aureus Asset Management
Massachusetts
$5.55M
TRCT
340
Tower Research Capital (TRC)
New York
$5.53M
CB
341
Community Bank
New York
$5.51M
PW
342
Potentia Wealth
California
$5.5M
FAM
343
Forte Asset Management
New York
$5.45M
IWM
344
IHT Wealth Management
Illinois
$5.41M
SIA
345
Stegner Investment Associates
Kentucky
$5.41M
PCIA
346
Prime Capital Investment Advisors
Kansas
$5.38M
SCM
347
SOL Capital Management
Maryland
$5.37M
ONB
348
Old National Bancorp
Indiana
$5.37M
RCAG
349
Rehmann Capital Advisory Group
Michigan
$5.33M
FPAS
350
Focus Partners Advisor Solutions
Missouri
$5.31M