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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
MPCL
426
My Personal CFO LLC
Washington
$3.83M
AIM
427
Acropolis Investment Management
Missouri
$3.82M
SW
428
Simplicity Wealth
New Jersey
$3.81M
CG
429
Caprock Group
Idaho
$3.8M
SFG
430
Sage Financial Group
Pennsylvania
$3.8M
PI
431
PineBridge Investments
New York
$3.78M
IIC
432
Ironwood Investment Counsel
Arizona
$3.78M
KWM
433
Kingsview Wealth Management
Oregon
$3.77M
SLT
434
St Louis Trust
Missouri
$3.74M
BB
435
Busey Bank
Illinois
$3.73M
NS
436
NBC Securities
Alabama
$3.72M
TPWA
437
TRUE Private Wealth Advisors
Oregon
$3.71M
RFA
438
Resurgent Financial Advisors
Georgia
$3.71M
AWA
439
Aaron Wealth Advisors
Illinois
$3.65M
BWA
440
Beam Wealth Advisors
Louisiana
$3.63M
EFS
441
Essex Financial Services
Connecticut
$3.63M
GF
442
Goodman Financial
Texas
$3.62M
IWA
443
Icon Wealth Advisors
Texas
$3.55M
TFA
444
Tobias Financial Advisors
Florida
$3.54M
MFG
445
Magnus Financial Group
New York
$3.53M
MFG
446
Merit Financial Group
Georgia
$3.45M
AWM
447
Aprio Wealth Management
Georgia
$3.45M
OCM
448
One Capital Management
California
$3.44M
GLA
449
Great Lakes Advisors
Illinois
$3.44M
RWP
450
RWA Wealth Partners
Massachusetts
$3.44M