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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
TFA
376
TPG Financial Advisors
Oregon
$4.66M
ATS
377
Ashton Thomas Securities
New York
$4.66M
SYBT
378
Stock Yards Bank & Trust
Kentucky
$4.65M
GS
379
GTS Securities
New York
$4.64M
CGL
380
Clarius Group LLC
Washington
$4.64M
UB
381
UMB Bank
Missouri
$4.63M
AMG
382
Asset Management Group
Connecticut
$4.55M
MA
383
Mutual Advisors
Nebraska
$4.53M
AssetMark Inc
384
AssetMark Inc
California
$4.49M
PWM
385
Perigon Wealth Management
California
$4.48M
FA
386
FC Advisory
Pennsylvania
$4.46M
FWCM
387
Ferguson Wellman Capital Management
Oregon
$4.45M
WAG
388
Winthrop Advisory Group
Massachusetts
$4.39M
SWM
389
Spire Wealth Management
Virginia
$4.38M
GSWM
390
Golden State Wealth Management
California
$4.38M
SMC
391
Smith, Moore & Co
Missouri
$4.33M
HCMT
392
Highland Capital Management (Tennessee)
Tennessee
$4.31M
DIP
393
DT Investment Partners
Pennsylvania
$4.31M
FA
394
Flagstar Advisors
New York
$4.3M
ET
395
Equitable Trust
Tennessee
$4.26M
FWP
396
Fiduciary Wealth Partners
Massachusetts
$4.24M
HCA
397
Heck Capital Advisors
Wisconsin
$4.2M
GT
398
Glenview Trust
Kentucky
$4.14M
HFP
399
Holistic Financial Partners
Indiana
$4.09M
SHF
400
Stage Harbor Financial
Massachusetts
$4.09M