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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
IA
551
IFP Advisors
Florida
$2.31M
AWM
552
AE Wealth Management
Kansas
$2.31M
ES
553
Eagle Strategies
New York
$2.3M
SWM
554
SilverOak Wealth Management
Minnesota
$2.29M
MCC
555
Money Concepts Capital
Florida
$2.29M
IFPG
556
Intrepid Financial Planning Group
Indiana
$2.28M
AWMS
557
Advocacy Wealth Management Services
Georgia
$2.28M
GF
558
Gries Financial
Ohio
$2.27M
CNBT
559
Canandaigua National Bank & Trust
New York
$2.26M
QAM
560
Q3 Asset Management
Michigan
$2.25M
CA
561
CGN Advisors
Kansas
$2.24M
GI
562
GAMCO Investors
Connecticut
$2.24M
WDG
563
Wealth Dimensions Group
Ohio
$2.23M
MCM
564
Manchester Capital Management
Vermont
$2.22M
LSA
565
Lion Street Advisors
Texas
$2.2M
HCM
566
HMS Capital Management
Tennessee
$2.19M
WS
567
Wedbush Securities
California
$2.19M
VFP
568
Verus Financial Partners
Virginia
$2.19M
Deutsche Bank
569
Deutsche Bank
Germany
$2.18M
MWA
570
Monograph Wealth Advisors
California
$2.16M
CWA
571
CJM Wealth Advisers
Virginia
$2.16M
BCM
572
Brookstone Capital Management
Illinois
$2.14M
FWP
573
FAS Wealth Partners
Kansas
$2.14M
IC
574
Iconiq Capital
California
$2.14M
BHBT
575
Burke & Herbert Bank & Trust
Virginia
$2.13M