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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
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
PCM
332
Pointe Capital Management
Michigan
$5.73M
HF
333
HRT Financial
New York
$5.72M
MCCA
334
Mill Creek Capital Advisors
Pennsylvania
$5.71M
Mackenzie Financial
335
Mackenzie Financial
Ontario, Canada
$5.67M
RIL
336
Rothschild Investment LLC
Illinois
$5.64M
Kayne Anderson Rudnick Investment Management
337
Kayne Anderson Rudnick Investment Management
California
$5.61M
AAM
338
Aureus Asset Management
Massachusetts
$5.55M
TRCT
339
Tower Research Capital (TRC)
New York
$5.53M
CB
340
Community Bank
New York
$5.51M
PW
341
Potentia Wealth
California
$5.5M
FAM
342
Forte Asset Management
New York
$5.45M
IWM
343
IHT Wealth Management
Illinois
$5.41M
SIA
344
Stegner Investment Associates
Kentucky
$5.41M
PCIA
345
Prime Capital Investment Advisors
Kansas
$5.38M
SCM
346
SOL Capital Management
Maryland
$5.37M
ONB
347
Old National Bancorp
Indiana
$5.37M
RCAG
348
Rehmann Capital Advisory Group
Michigan
$5.33M
FPAS
349
Focus Partners Advisor Solutions
Missouri
$5.31M
Legal & General Group
350
Legal & General Group
United Kingdom
$5.25M