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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
ACA
451
Affinity Capital Advisors
California
$3.38M
MCM
452
Mainstream Capital Management
California
$3.38M
AWM
453
Avior Wealth Management
Nebraska
$3.36M
PPWP
454
Premier Path Wealth Partners
New Jersey
$3.35M
ACIM
455
Azimuth Capital Investment Management
Michigan
$3.34M
DIA
456
Dana Investment Advisors
Wisconsin
$3.34M
TSW
457
Thompson Siegel & Walmsley
Virginia
$3.33M
CWMK
458
Caliber Wealth Management (Kansas)
Kansas
$3.33M
OWM
459
Opes Wealth Management
California
$3.32M
DSC
460
Donald Smith & Co
New York
$3.32M
GBT
461
Grove Bank & Trust
Florida
$3.3M
CSP
462
Cary Street Partners
Virginia
$3.25M
TFCP
463
Twin Focus Capital Partners
Massachusetts
$3.25M
PA
464
Procyon Advisors
Connecticut
$3.2M
AA
465
Ancora Advisors
Ohio
$3.19M
GPFA
466
Game Plan Financial Advisors
Ohio
$3.18M
WWM
467
Western Wealth Management
Colorado
$3.18M
QWM
468
Quadcap Wealth Management
Texas
$3.18M
GI
469
GAMMA Investing
California
$3.17M
TDWM
470
Topel & Distasi Wealth Management
California
$3.16M
NAM
471
NTV Asset Management
West Virginia
$3.15M
CCM
472
Colorado Capital Management
Colorado
$3.14M
BIS
473
BG Investment Services
Guam
$3.12M
AIM
474
Allen Investment Management
New York
$3.09M
BCM
475
Becker Capital Management
Oregon
$3.07M