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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
AWM
551
AE Wealth Management
Kansas
$2.31M
ES
552
Eagle Strategies
New York
$2.3M
SWM
553
SilverOak Wealth Management
Minnesota
$2.29M
MCC
554
Money Concepts Capital
Florida
$2.29M
IFPG
555
Intrepid Financial Planning Group
Indiana
$2.28M
AWMS
556
Advocacy Wealth Management Services
Georgia
$2.28M
GF
557
Gries Financial
Ohio
$2.27M
CNBT
558
Canandaigua National Bank & Trust
New York
$2.26M
QAM
559
Q3 Asset Management
Michigan
$2.25M
CA
560
CGN Advisors
Kansas
$2.24M
GI
561
GAMCO Investors
Connecticut
$2.24M
WDG
562
Wealth Dimensions Group
Ohio
$2.23M
MCM
563
Manchester Capital Management
Vermont
$2.22M
LSA
564
Lion Street Advisors
Texas
$2.2M
HCM
565
HMS Capital Management
Tennessee
$2.19M
WS
566
Wedbush Securities
California
$2.19M
VFP
567
Verus Financial Partners
Virginia
$2.19M
Deutsche Bank
568
Deutsche Bank
Germany
$2.18M
MWA
569
Monograph Wealth Advisors
California
$2.16M
CWA
570
CJM Wealth Advisers
Virginia
$2.16M
BCM
571
Brookstone Capital Management
Illinois
$2.14M
FWP
572
FAS Wealth Partners
Kansas
$2.14M
IC
573
Iconiq Capital
California
$2.14M
BHBT
574
Burke & Herbert Bank & Trust
Virginia
$2.13M
SC
575
SouthState Corp
Florida
$2.11M