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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, 551 increasing their positions, 613 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: 551 | Existing positions reduced: 613

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
FTS
626
Fifth Third Securities
Ohio
$1.74M
M
627
MYeCFO
California
$1.73M
IB
628
Intrust Bank
Kansas
$1.71M
GG
629
GenWealth Group
New Jersey
$1.71M
LGG
630
Luts & Greenleigh Group
Maryland
$1.71M
GFP
631
Gryphon Financial Partners
Ohio
$1.71M
CWM
632
Calamos Wealth Management
Illinois
$1.7M
TSS
633
Two Sigma Securities
New York
$1.69M
MYIA
634
Mount Yale Investment Advisors
Colorado
$1.69M
RWM
635
RKL Wealth Management
Pennsylvania
$1.68M
NFG
636
Nations Financial Group
Iowa
$1.68M
KWS
637
Keystone Wealth Services
California
$1.68M
ML
638
McAdam LLC
Pennsylvania
$1.67M
FT
639
Fiduciary Trust
Massachusetts
$1.67M
EIA
640
Eldridge Investment Advisors
New Hampshire
$1.67M
FCH
641
Freestone Capital Holdings
Washington
$1.65M
ACM
642
Alamar Capital Management
California
$1.65M
BC
643
Barrett & Company
Rhode Island
$1.65M
IA
644
IFG Advisory
Georgia
$1.65M
SVWAG
645
Sound View Wealth Advisors Group
Georgia
$1.64M
CG
646
Clifford Group
Massachusetts
$1.64M
HAFG
647
Hansen & Associates Financial Group
California
$1.63M
SC
648
Sepio Capital
Utah
$1.63M
BWMG
649
Bannerman Wealth Management Group
Texas
$1.63M
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.62M