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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
SB
501
SIG Brokerage
New York
$2.83M
GJWM
502
Gilliland Jeter Wealth Management
Arkansas
$2.82M
CC
503
Courier Capital
New York
$2.81M
AWM
504
Apollon Wealth Management
South Carolina
$2.8M
SFB
505
STAR Financial Bank
Indiana
$2.78M
CWM
506
Cahaba Wealth Management
Georgia
$2.77M
JCM
507
J2 Capital Management
Michigan
$2.77M
MF
508
Montis Financial
Massachusetts
$2.76M
MFWP
509
Mosaic Family Wealth Partners
Missouri
$2.76M
DAS
510
Dynamic Advisor Solutions
Arizona
$2.76M
MOS
511
MGO One Seven
Ohio
$2.76M
SC
512
Summa Corp
Texas
$2.72M
ATC
513
Argent Trust Co
Tennessee
$2.7M
AWM
514
Axxcess Wealth Management
California
$2.69M
KCM
515
Kanawha Capital Management
Virginia
$2.68M
PWP
516
Precedent Wealth Partners
Texas
$2.67M
AI
517
Arvest Investments
Arkansas
$2.63M
CVA
518
Central Valley Advisors
California
$2.63M
FFN
519
Focus Financial Network
Minnesota
$2.62M
GA
520
GFS Advisors
Texas
$2.6M
GSAM
521
Grant Street Asset Management
Pennsylvania
$2.6M
D
522
Dentgroup
Louisiana
$2.58M
Fisher Asset Management
523
Fisher Asset Management
Washington
$2.56M
DFG
524
Dynamic Financial Group
Iowa
$2.55M
WWA
525
WCG Wealth Advisors
Nevada
$2.55M