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iShares Russell 1000 Value ETF

1,715 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 547 increasing their positions, 607 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: $ → $

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 607

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
1,715
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
TWA
676
TCI Wealth Advisors
Arizona
$1.48M
WA
677
Wealth Alliance
New York
$1.48M
LGWM
678
Litman Gregory Wealth Management
California
$1.48M
NAS
679
Nicolet Advisory Services
Wisconsin
$1.47M
BFS
680
Bradley Foster & Sargent
Connecticut
$1.46M
EFG
681
Ethos Financial Group
Pennsylvania
$1.46M
WF
682
Welch & Forbes
Massachusetts
$1.45M
FA
683
Fiducient Advisors
Illinois
$1.45M
GT
684
Greenleaf Trust
Michigan
$1.45M
CAAS
685
Capital Asset Advisory Services
Michigan
$1.45M
OCG
686
Opus Capital Group
Ohio
$1.45M
KCM
687
Kornitzer Capital Management
Kansas
$1.44M
CPA
688
Capital Performance Advisors
California
$1.43M
Capital World Investors
689
Capital World Investors
California
$1.43M
PPC
690
Park Place Capital
Alabama
$1.43M
LFG
691
Larson Financial Group
Missouri
$1.43M
AFA
692
American Financial Advisors
Georgia
$1.42M
MSWMA
693
Market Street Wealth Management Advisors
Indiana
$1.42M
VT
694
Vise Technologies
New York
$1.42M
GWM
695
Global Wealth Management
New Jersey
$1.42M
BRWA
696
B. Riley Wealth Advisors
Florida
$1.42M
CT
697
Colonial Trust
South Carolina
$1.41M
RFG
698
RFP Financial Group
Georgia
$1.41M
AIP
699
Almanack Investment Partners
Pennsylvania
$1.41M
WMA
700
West Michigan Advisors
Michigan
$1.41M