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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
AIM
426
Acropolis Investment Management
Missouri
$3.82M
SW
427
Simplicity Wealth
New Jersey
$3.81M
CG
428
Caprock Group
Idaho
$3.8M
SFG
429
Sage Financial Group
Pennsylvania
$3.8M
PI
430
PineBridge Investments
New York
$3.78M
IIC
431
Ironwood Investment Counsel
Arizona
$3.78M
KWM
432
Kingsview Wealth Management
Oregon
$3.77M
SLT
433
St Louis Trust
Missouri
$3.74M
BB
434
Busey Bank
Illinois
$3.73M
NS
435
NBC Securities
Alabama
$3.72M
TPWA
436
TRUE Private Wealth Advisors
Oregon
$3.71M
RFA
437
Resurgent Financial Advisors
Georgia
$3.71M
AWA
438
Aaron Wealth Advisors
Illinois
$3.65M
BWA
439
Beam Wealth Advisors
Louisiana
$3.63M
EFS
440
Essex Financial Services
Connecticut
$3.63M
GF
441
Goodman Financial
Texas
$3.62M
IWA
442
Icon Wealth Advisors
Texas
$3.55M
TFA
443
Tobias Financial Advisors
Florida
$3.54M
MFG
444
Magnus Financial Group
New York
$3.53M
MFG
445
Merit Financial Group
Georgia
$3.45M
AWM
446
Aprio Wealth Management
Georgia
$3.45M
OCM
447
One Capital Management
California
$3.44M
GLA
448
Great Lakes Advisors
Illinois
$3.44M
RWP
449
RWA Wealth Partners
Massachusetts
$3.44M
BAM
450
Berkshire Asset Management
Pennsylvania
$3.39M