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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
BRWA
701
B. Riley Wealth Advisors
Florida
$1.42M
CT
702
Colonial Trust
South Carolina
$1.41M
RFG
703
RFP Financial Group
Georgia
$1.41M
AIP
704
Almanack Investment Partners
Pennsylvania
$1.41M
WMA
705
West Michigan Advisors
Michigan
$1.41M
RIA
706
Regal Investment Advisors
Michigan
$1.4M
GSIS
707
Global Strategic Investment Solutions
Arizona
$1.38M
GC
708
Garde Capital
Washington
$1.38M
FHB
709
First Hawaiian Bank
Hawaii
$1.38M
EWM
710
Empirical Wealth Management
Washington
$1.37M
VP
711
Verum Partners
North Carolina
$1.37M
FFC
712
Frederick Financial Consultants
Maryland
$1.37M
DWM
713
Diversify Wealth Management
Utah
$1.36M
SFA
714
Seneca Financial Advisors
New York
$1.35M
PIA
715
Perennial Investment Advisors
California
$1.35M
EWA
716
EverSource Wealth Advisors
Alabama
$1.34M
HPA
717
High Probability Advisors
New York
$1.34M
AWM
718
Angeles Wealth Management
California
$1.34M
FA
719
Financial Advisors
Massachusetts
$1.33M
V
720
VeraBank
Texas
$1.32M
WIC
721
Whitegate Investment Counselors
New Hampshire
$1.32M
WIM
722
Warwick Investment Management
Texas
$1.32M
B
723
Bailard
California
$1.32M
KF
724
Krilogy Financial
Missouri
$1.31M
CT
725
Coastline Trust
Rhode Island
$1.31M