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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
MCM
451
Mainstream Capital Management
California
$3.38M
AWM
452
Avior Wealth Management
Nebraska
$3.36M
PPWP
453
Premier Path Wealth Partners
New Jersey
$3.35M
ACIM
454
Azimuth Capital Investment Management
Michigan
$3.34M
DIA
455
Dana Investment Advisors
Wisconsin
$3.34M
TSW
456
Thompson Siegel & Walmsley
Virginia
$3.33M
CWMK
457
Caliber Wealth Management (Kansas)
Kansas
$3.33M
OWM
458
Opes Wealth Management
California
$3.32M
DSC
459
Donald Smith & Co
New York
$3.32M
GBT
460
Grove Bank & Trust
Florida
$3.3M
CSP
461
Cary Street Partners
Virginia
$3.25M
TFCP
462
Twin Focus Capital Partners
Massachusetts
$3.25M
PA
463
Procyon Advisors
Connecticut
$3.2M
AA
464
Ancora Advisors
Ohio
$3.19M
GPFA
465
Game Plan Financial Advisors
Ohio
$3.18M
WWM
466
Western Wealth Management
Colorado
$3.18M
QWM
467
Quadcap Wealth Management
Texas
$3.18M
GI
468
GAMMA Investing
California
$3.17M
TDWM
469
Topel & Distasi Wealth Management
California
$3.16M
NAM
470
NTV Asset Management
West Virginia
$3.15M
CCM
471
Colorado Capital Management
Colorado
$3.14M
BIS
472
BG Investment Services
Guam
$3.12M
AIM
473
Allen Investment Management
New York
$3.09M
BCM
474
Becker Capital Management
Oregon
$3.07M
SWA
475
SOA Wealth Advisors
New York
$3.03M