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iShares Russell 1000 Value ETF

1,741 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, 551 increasing their positions, 619 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: 10493 (-11)

11% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 619

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
FWP
401
Fiduciary Wealth Partners
Massachusetts
$4.24M
HCA
402
Heck Capital Advisors
Wisconsin
$4.2M
GT
403
Glenview Trust
Kentucky
$4.14M
HFP
404
Holistic Financial Partners
Indiana
$4.09M
SHF
405
Stage Harbor Financial
Massachusetts
$4.09M
TF
406
Tandem Financial
Colorado
$4.08M
SCA
407
Stillwater Capital Advisors
Pennsylvania
$4.06M
WAL
408
W Advisors LLC
Tennessee
$4.06M
1WM
409
1900 Wealth Management
Texas
$4.02M
MCWS
410
McKinley Carter Wealth Services
West Virginia
$4.01M
WGC
411
Watts Gwilliam & Co
Arizona
$3.99M
DADC
412
D.A. Davidson & Co
Montana
$3.98M
SWA
413
Serenus Wealth Advisors
California
$3.98M
HIA
414
Harbor Investment Advisory
Maryland
$3.97M
VAS
415
Vestmark Advisory Solutions
Massachusetts
$3.96M
BOJHT
416
Bank of Jackson Hole Trust
Wyoming
$3.96M
WP
417
Wealthspan Partners
Iowa
$3.95M
ACP
418
Argyle Capital Partners
California
$3.93M
SAM
419
Smartleaf Asset Management
Massachusetts
$3.93M
FFA
420
Farther Finance Advisors
California
$3.91M
FFG
421
Fiduciary Financial Group
California
$3.9M
DFS
422
Dixon Fnancial Services
California
$3.85M
CIM
423
Confluence Investment Management
Missouri
$3.85M
CAM
424
Carret Asset Management
New York
$3.83M
FWMP
425
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.83M