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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
TC
601
TownSquare Capital
Utah
$1.93M
PFM
602
Phillips Financial Management
Indiana
$1.92M
IAS
603
Insigneo Advisory Services
Florida
$1.91M
WIA
604
World Investment Advisors
California
$1.9M
GWM
605
Geneos Wealth Management
Colorado
$1.88M
RLWM
606
RF&L Wealth Management
Massachusetts
$1.87M
MFGP
607
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.87M
IA
608
Invested Advisors
Pennsylvania
$1.85M
BFA
609
Benedict Financial Advisors
Georgia
$1.84M
ASC
610
Atalanta Sosnoff Capital
New York
$1.84M
NLP
611
Next Level Private
New York
$1.84M
IA
612
IFC Advisors
California
$1.83M
MCA
613
Maryland Capital Advisors
Maryland
$1.82M
BCWM
614
Bartlett & Co Wealth Management
Ohio
$1.82M
PP
615
Prosperity Planning
Missouri
$1.81M
TNA
616
True North Advisors
Texas
$1.81M
NIM
617
Northeast Investment Management
Massachusetts
$1.8M
CAG
618
Centerpoint Advisory Group
Kansas
$1.8M
BWP
619
Burling Wealth Partners
Illinois
$1.8M
USCWA
620
U.S. Capital Wealth Advisors
Texas
$1.79M
CCT
621
Chemung Canal Trust
New York
$1.78M
EW
622
Evoke Wealth
California
$1.78M
TPWA
623
Twin Peaks Wealth Advisors
California
$1.77M
MWP
624
MYCIO Wealth Partners
Pennsylvania
$1.77M
CFGA
625
Cambridge Financial Group (Arizona)
Arizona
$1.75M