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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
AFCM
726
Applied Finance Capital Management
Puerto Rico
$1.29M
CAC
727
Certified Advisory Corp
Florida
$1.28M
N
728
Natixis
France
$1.28M
AC
729
AlphaCore Capital
California
$1.28M
MSFS
730
Main Street Financial Solutions
Pennsylvania
$1.28M
OWA
731
One Wealth Advisors
California
$1.28M
MAA
732
Matrix Asset Advisors
New York
$1.28M
EWA
733
Exencial Wealth Advisors
Oklahoma
$1.28M
FMWA
734
Forvis Mazars Wealth Advisors
Missouri
$1.27M
BCA
735
Bay Colony Advisors
Massachusetts
$1.27M
CWA
736
Cascade Wealth Advisors
Washington
$1.26M
TBT
737
Texas Bank & Trust
Texas
$1.26M
KFP
738
KMG Fiduciary Partners
Ohio
$1.25M
Capital International Investors
739
Capital International Investors
California
$1.25M
T. Rowe Price Associates
740
T. Rowe Price Associates
Maryland
$1.25M
CWM
741
Connecticut Wealth Management
Connecticut
$1.24M
TP
742
Tranquility Partners
Tennessee
$1.24M
TNB
743
Thomasville National Bank
Georgia
$1.24M
TCWA
744
Turtle Creek Wealth Advisors
Texas
$1.24M
WB
745
WesBanco Bank
West Virginia
$1.24M
CIA
746
Capital Investment Advisors
Georgia
$1.24M
SCI
747
Stableford Capital II
Arizona
$1.23M
IF
748
Intrua Financial
Texas
$1.23M
TCOTS
749
Trust Company of the South
North Carolina
$1.22M
TWP
750
TFO Wealth Partners
Ohio
$1.22M