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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
PA
676
Pinnacle Associates
New York
$1.5M
SMA
677
Sage Mountain Advisors
Georgia
$1.49M
CCM
678
Cambridge Capital Management
Illinois
$1.48M
GWANC
679
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.48M
BGAI
680
Bruce G. Allen Investments
Colorado
$1.48M
TWA
681
TCI Wealth Advisors
Arizona
$1.48M
WA
682
Wealth Alliance
New York
$1.48M
LGWM
683
Litman Gregory Wealth Management
California
$1.48M
NAS
684
Nicolet Advisory Services
Wisconsin
$1.47M
BFS
685
Bradley Foster & Sargent
Connecticut
$1.46M
EFG
686
Ethos Financial Group
Pennsylvania
$1.46M
WF
687
Welch & Forbes
Massachusetts
$1.45M
FA
688
Fiducient Advisors
Illinois
$1.45M
GT
689
Greenleaf Trust
Michigan
$1.45M
CAAS
690
Capital Asset Advisory Services
Michigan
$1.45M
OCG
691
Opus Capital Group
Ohio
$1.45M
KCM
692
Kornitzer Capital Management
Kansas
$1.44M
CPA
693
Capital Performance Advisors
California
$1.43M
Capital World Investors
694
Capital World Investors
California
$1.43M
PPC
695
Park Place Capital
Alabama
$1.43M
LFG
696
Larson Financial Group
Missouri
$1.43M
AFA
697
American Financial Advisors
Georgia
$1.42M
MSWMA
698
Market Street Wealth Management Advisors
Indiana
$1.42M
VT
699
Vise Technologies
New York
$1.42M
GWM
700
Global Wealth Management
New Jersey
$1.42M