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iShares Russell 1000 Value ETF

1,730 hedge funds and large institutions have $51.8B 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, 614 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:

10% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 614

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
1,730
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
SW
426
Simplicity Wealth
New Jersey
$3.81M
CG
427
Caprock Group
Idaho
$3.8M
SFG
428
Sage Financial Group
Pennsylvania
$3.8M
PI
429
PineBridge Investments
New York
$3.78M
IIC
430
Ironwood Investment Counsel
Arizona
$3.78M
KWM
431
Kingsview Wealth Management
Oregon
$3.77M
SLT
432
St Louis Trust
Missouri
$3.74M
BB
433
Busey Bank
Illinois
$3.73M
NS
434
NBC Securities
Alabama
$3.72M
TPWA
435
TRUE Private Wealth Advisors
Oregon
$3.71M
RFA
436
Resurgent Financial Advisors
Georgia
$3.71M
AWA
437
Aaron Wealth Advisors
Illinois
$3.65M
BWA
438
Beam Wealth Advisors
Louisiana
$3.63M
EFS
439
Essex Financial Services
Connecticut
$3.63M
GF
440
Goodman Financial
Texas
$3.62M
IWA
441
Icon Wealth Advisors
Texas
$3.55M
TFA
442
Tobias Financial Advisors
Florida
$3.54M
MFG
443
Magnus Financial Group
New York
$3.53M
MFG
444
Merit Financial Group
Georgia
$3.45M
AWM
445
Aprio Wealth Management
Georgia
$3.45M
OCM
446
One Capital Management
California
$3.44M
GLA
447
Great Lakes Advisors
Illinois
$3.44M
RWP
448
RWA Wealth Partners
Massachusetts
$3.44M
BAM
449
Berkshire Asset Management
Pennsylvania
$3.39M
ACA
450
Affinity Capital Advisors
California
$3.38M