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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
PFM
601
Phillips Financial Management
Indiana
$1.92M
IAS
602
Insigneo Advisory Services
Florida
$1.91M
WIA
603
World Investment Advisors
California
$1.9M
GWM
604
Geneos Wealth Management
Colorado
$1.88M
RLWM
605
RF&L Wealth Management
Massachusetts
$1.87M
MFGP
606
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.87M
IA
607
Invested Advisors
Pennsylvania
$1.85M
BFA
608
Benedict Financial Advisors
Georgia
$1.84M
ASC
609
Atalanta Sosnoff Capital
New York
$1.84M
NLP
610
Next Level Private
New York
$1.84M
IA
611
IFC Advisors
California
$1.83M
MCA
612
Maryland Capital Advisors
Maryland
$1.82M
BCWM
613
Bartlett & Co Wealth Management
Ohio
$1.82M
PP
614
Prosperity Planning
Missouri
$1.81M
TNA
615
True North Advisors
Texas
$1.81M
NIM
616
Northeast Investment Management
Massachusetts
$1.8M
CAG
617
Centerpoint Advisory Group
Kansas
$1.8M
BWP
618
Burling Wealth Partners
Illinois
$1.8M
USCWA
619
U.S. Capital Wealth Advisors
Texas
$1.79M
CCT
620
Chemung Canal Trust
New York
$1.78M
EW
621
Evoke Wealth
California
$1.78M
TPWA
622
Twin Peaks Wealth Advisors
California
$1.77M
MWP
623
MYCIO Wealth Partners
Pennsylvania
$1.77M
CFGA
624
Cambridge Financial Group (Arizona)
Arizona
$1.75M
ITIM
625
Indiana Trust & Investment Management
Indiana
$1.75M