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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
BAM
451
Berkshire Asset Management
Pennsylvania
$3.39M
ACA
452
Affinity Capital Advisors
California
$3.38M
MCM
453
Mainstream Capital Management
California
$3.38M
AWM
454
Avior Wealth Management
Nebraska
$3.36M
PPWP
455
Premier Path Wealth Partners
New Jersey
$3.35M
ACIM
456
Azimuth Capital Investment Management
Michigan
$3.34M
DIA
457
Dana Investment Advisors
Wisconsin
$3.34M
TSW
458
Thompson Siegel & Walmsley
Virginia
$3.33M
CWMK
459
Caliber Wealth Management (Kansas)
Kansas
$3.33M
OWM
460
Opes Wealth Management
California
$3.32M
DSC
461
Donald Smith & Co
New York
$3.32M
GBT
462
Grove Bank & Trust
Florida
$3.3M
CSP
463
Cary Street Partners
Virginia
$3.25M
TFCP
464
Twin Focus Capital Partners
Massachusetts
$3.25M
PA
465
Procyon Advisors
Connecticut
$3.2M
AA
466
Ancora Advisors
Ohio
$3.19M
GPFA
467
Game Plan Financial Advisors
Ohio
$3.18M
WWM
468
Western Wealth Management
Colorado
$3.18M
QWM
469
Quadcap Wealth Management
Texas
$3.18M
GI
470
GAMMA Investing
California
$3.17M
TDWM
471
Topel & Distasi Wealth Management
California
$3.16M
NAM
472
NTV Asset Management
West Virginia
$3.15M
CCM
473
Colorado Capital Management
Colorado
$3.14M
BIS
474
BG Investment Services
Guam
$3.12M
AIM
475
Allen Investment Management
New York
$3.09M