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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
PI
426
PineBridge Investments
New York
$3.78M
IIC
427
Ironwood Investment Counsel
Arizona
$3.78M
KWM
428
Kingsview Wealth Management
Oregon
$3.77M
SLT
429
St Louis Trust
Missouri
$3.74M
BB
430
Busey Bank
Illinois
$3.73M
NS
431
NBC Securities
Alabama
$3.72M
TPWA
432
TRUE Private Wealth Advisors
Oregon
$3.71M
RFA
433
Resurgent Financial Advisors
Georgia
$3.71M
AWA
434
Aaron Wealth Advisors
Illinois
$3.65M
BWA
435
Beam Wealth Advisors
Louisiana
$3.63M
EFS
436
Essex Financial Services
Connecticut
$3.63M
GF
437
Goodman Financial
Texas
$3.62M
IWA
438
Icon Wealth Advisors
Texas
$3.55M
TFA
439
Tobias Financial Advisors
Florida
$3.54M
MFG
440
Magnus Financial Group
New York
$3.53M
MFG
441
Merit Financial Group
Georgia
$3.45M
AWM
442
Aprio Wealth Management
Georgia
$3.45M
OCM
443
One Capital Management
California
$3.44M
GLA
444
Great Lakes Advisors
Illinois
$3.44M
RWP
445
RWA Wealth Partners
Massachusetts
$3.44M
BAM
446
Berkshire Asset Management
Pennsylvania
$3.39M
ACA
447
Affinity Capital Advisors
California
$3.38M
MCM
448
Mainstream Capital Management
California
$3.38M
AWM
449
Avior Wealth Management
Nebraska
$3.36M
PPWP
450
Premier Path Wealth Partners
New Jersey
$3.35M