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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
TW
326
Towerpoint Wealth
California
$5.83M
UWPG
327
Ullmann Wealth Partners Group
Florida
$5.83M
WTC
328
WhitTier Trust Company
Nevada
$5.77M
BA
329
Brightwater Advisory
Florida
$5.75M
BBHC
330
Brown Brothers Harriman & Co
New York
$5.73M
PCM
331
Pointe Capital Management
Michigan
$5.73M
HF
332
HRT Financial
New York
$5.72M
MCCA
333
Mill Creek Capital Advisors
Pennsylvania
$5.71M
Mackenzie Financial
334
Mackenzie Financial
Ontario, Canada
$5.67M
RIL
335
Rothschild Investment LLC
Illinois
$5.64M
Kayne Anderson Rudnick Investment Management
336
Kayne Anderson Rudnick Investment Management
California
$5.61M
AAM
337
Aureus Asset Management
Massachusetts
$5.55M
TRCT
338
Tower Research Capital (TRC)
New York
$5.53M
CB
339
Community Bank
New York
$5.51M
PW
340
Potentia Wealth
California
$5.5M
FAM
341
Forte Asset Management
New York
$5.45M
IWM
342
IHT Wealth Management
Illinois
$5.41M
SIA
343
Stegner Investment Associates
Kentucky
$5.41M
PCIA
344
Prime Capital Investment Advisors
Kansas
$5.38M
SCM
345
SOL Capital Management
Maryland
$5.37M
ONB
346
Old National Bancorp
Indiana
$5.37M
RCAG
347
Rehmann Capital Advisory Group
Michigan
$5.33M
FPAS
348
Focus Partners Advisor Solutions
Missouri
$5.31M
Legal & General Group
349
Legal & General Group
United Kingdom
$5.25M
SFM
350
Signet Financial Management
New Jersey
$5.24M