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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
ACIM
451
Azimuth Capital Investment Management
Michigan
$3.34M
DIA
452
Dana Investment Advisors
Wisconsin
$3.34M
TSW
453
Thompson Siegel & Walmsley
Virginia
$3.33M
CWMK
454
Caliber Wealth Management (Kansas)
Kansas
$3.33M
OWM
455
Opes Wealth Management
California
$3.32M
DSC
456
Donald Smith & Co
New York
$3.32M
GBT
457
Grove Bank & Trust
Florida
$3.3M
CSP
458
Cary Street Partners
Virginia
$3.25M
TFCP
459
Twin Focus Capital Partners
Massachusetts
$3.25M
PA
460
Procyon Advisors
Connecticut
$3.2M
AA
461
Ancora Advisors
Ohio
$3.19M
GPFA
462
Game Plan Financial Advisors
Ohio
$3.18M
WWM
463
Western Wealth Management
Colorado
$3.18M
QWM
464
Quadcap Wealth Management
Texas
$3.18M
GI
465
GAMMA Investing
California
$3.17M
TDWM
466
Topel & Distasi Wealth Management
California
$3.16M
NAM
467
NTV Asset Management
West Virginia
$3.15M
CCM
468
Colorado Capital Management
Colorado
$3.14M
BIS
469
BG Investment Services
Guam
$3.12M
AIM
470
Allen Investment Management
New York
$3.09M
BCM
471
Becker Capital Management
Oregon
$3.07M
SWA
472
SOA Wealth Advisors
New York
$3.03M
Balyasny Asset Management
473
Balyasny Asset Management
Illinois
$3.02M
Victory Capital Management
474
Victory Capital Management
Texas
$3.02M
STA
475
Summit Trail Advisors
New York
$3.01M