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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
TF
401
Tandem Financial
Colorado
$4.08M
SCA
402
Stillwater Capital Advisors
Pennsylvania
$4.06M
WAL
403
W Advisors LLC
Tennessee
$4.06M
1WM
404
1900 Wealth Management
Texas
$4.02M
MCWS
405
McKinley Carter Wealth Services
West Virginia
$4.01M
WGC
406
Watts Gwilliam & Co
Arizona
$3.99M
DADC
407
D.A. Davidson & Co
Montana
$3.98M
SWA
408
Serenus Wealth Advisors
California
$3.98M
HIA
409
Harbor Investment Advisory
Maryland
$3.97M
VAS
410
Vestmark Advisory Solutions
Massachusetts
$3.96M
BOJHT
411
Bank of Jackson Hole Trust
Wyoming
$3.96M
WP
412
Wealthspan Partners
Iowa
$3.95M
ACP
413
Argyle Capital Partners
California
$3.93M
SAM
414
Smartleaf Asset Management
Massachusetts
$3.93M
FFA
415
Farther Finance Advisors
California
$3.91M
FFG
416
Fiduciary Financial Group
California
$3.9M
DFS
417
Dixon Fnancial Services
California
$3.85M
CIM
418
Confluence Investment Management
Missouri
$3.85M
CAM
419
Carret Asset Management
New York
$3.83M
FWMP
420
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.83M
MPCL
421
My Personal CFO LLC
Washington
$3.83M
AIM
422
Acropolis Investment Management
Missouri
$3.82M
SW
423
Simplicity Wealth
New Jersey
$3.81M
CG
424
Caprock Group
Idaho
$3.8M
SFG
425
Sage Financial Group
Pennsylvania
$3.8M