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iShares Russell 1000 Value ETF

1,731 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
1,731
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
IAS
601
Insigneo Advisory Services
Florida
$1.91M
WIA
602
World Investment Advisors
California
$1.9M
GWM
603
Geneos Wealth Management
Colorado
$1.88M
RLWM
604
RF&L Wealth Management
Massachusetts
$1.87M
MFGP
605
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.87M
IA
606
Invested Advisors
Pennsylvania
$1.85M
BFA
607
Benedict Financial Advisors
Georgia
$1.84M
ASC
608
Atalanta Sosnoff Capital
New York
$1.84M
NLP
609
Next Level Private
New York
$1.84M
IA
610
IFC Advisors
California
$1.83M
MCA
611
Maryland Capital Advisors
Maryland
$1.82M
BCWM
612
Bartlett & Co Wealth Management
Ohio
$1.82M
PP
613
Prosperity Planning
Missouri
$1.81M
TNA
614
True North Advisors
Texas
$1.81M
NIM
615
Northeast Investment Management
Massachusetts
$1.8M
CAG
616
Centerpoint Advisory Group
Kansas
$1.8M
BWP
617
Burling Wealth Partners
Illinois
$1.8M
USCWA
618
U.S. Capital Wealth Advisors
Texas
$1.79M
CCT
619
Chemung Canal Trust
New York
$1.78M
EW
620
Evoke Wealth
California
$1.78M
TPWA
621
Twin Peaks Wealth Advisors
California
$1.77M
MWP
622
MYCIO Wealth Partners
Pennsylvania
$1.77M
CFGA
623
Cambridge Financial Group (Arizona)
Arizona
$1.75M
ITIM
624
Indiana Trust & Investment Management
Indiana
$1.75M
SB
625
Strategic Blueprint
Georgia
$1.74M