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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
TWM
376
Tolleson Wealth Management
Texas
$4.74M
RCA
377
Riverview Capital Advisers
Massachusetts
$4.74M
CM
378
Columbus Macro
Pennsylvania
$4.72M
RA
379
RFG Advisory
Alabama
$4.72M
TFA
380
TPG Financial Advisors
Oregon
$4.66M
ATS
381
Ashton Thomas Securities
New York
$4.66M
SYBT
382
Stock Yards Bank & Trust
Kentucky
$4.65M
GS
383
GTS Securities
New York
$4.64M
CGL
384
Clarius Group LLC
Washington
$4.64M
UB
385
UMB Bank
Missouri
$4.63M
AMG
386
Asset Management Group
Connecticut
$4.55M
MA
387
Mutual Advisors
Nebraska
$4.53M
AssetMark Inc
388
AssetMark Inc
California
$4.49M
PWM
389
Perigon Wealth Management
California
$4.48M
FA
390
FC Advisory
Pennsylvania
$4.46M
FWCM
391
Ferguson Wellman Capital Management
Oregon
$4.45M
WAG
392
Winthrop Advisory Group
Massachusetts
$4.39M
SWM
393
Spire Wealth Management
Virginia
$4.38M
GSWM
394
Golden State Wealth Management
California
$4.38M
SMC
395
Smith, Moore & Co
Missouri
$4.33M
HCMT
396
Highland Capital Management (Tennessee)
Tennessee
$4.31M
DIP
397
DT Investment Partners
Pennsylvania
$4.31M
FA
398
Flagstar Advisors
New York
$4.3M
ET
399
Equitable Trust
Tennessee
$4.26M
FWP
400
Fiduciary Wealth Partners
Massachusetts
$4.24M