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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
AWM
501
Apollon Wealth Management
South Carolina
$2.8M
SFB
502
STAR Financial Bank
Indiana
$2.78M
CWM
503
Cahaba Wealth Management
Georgia
$2.77M
JCM
504
J2 Capital Management
Michigan
$2.77M
MF
505
Montis Financial
Massachusetts
$2.76M
MFWP
506
Mosaic Family Wealth Partners
Missouri
$2.76M
DAS
507
Dynamic Advisor Solutions
Arizona
$2.76M
MOS
508
MGO One Seven
Ohio
$2.76M
SC
509
Summa Corp
Texas
$2.72M
ATC
510
Argent Trust Co
Tennessee
$2.7M
AWM
511
Axxcess Wealth Management
California
$2.69M
KCM
512
Kanawha Capital Management
Virginia
$2.68M
PWP
513
Precedent Wealth Partners
Texas
$2.67M
AI
514
Arvest Investments
Arkansas
$2.63M
CVA
515
Central Valley Advisors
California
$2.63M
FFN
516
Focus Financial Network
Minnesota
$2.62M
GA
517
GFS Advisors
Texas
$2.6M
GSAM
518
Grant Street Asset Management
Pennsylvania
$2.6M
D
519
Dentgroup
Louisiana
$2.58M
Fisher Asset Management
520
Fisher Asset Management
Washington
$2.56M
DFG
521
Dynamic Financial Group
Iowa
$2.55M
WWA
522
WCG Wealth Advisors
Nevada
$2.55M
BWM
523
BigSur Wealth Management
Florida
$2.52M
GHA
524
Granite Harbor Advisors
Texas
$2.5M
FFG
525
Fortress Financial Group
Minnesota
$2.5M