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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
SG Americas Securities
726
SG Americas Securities
New York
$1.31M
HHGA
727
Halbert Hargrove Global Advisors
California
$1.3M
NG
728
Northstar Group
New York
$1.3M
WIA
729
Wetzel Investment Advisors
Indiana
$1.3M
IAIM
730
International Assets Investment Management
Florida
$1.29M
BIA
731
BHK Investment Advisors
Alabama
$1.29M
AFCM
732
Applied Finance Capital Management
Puerto Rico
$1.29M
CAC
733
Certified Advisory Corp
Florida
$1.28M
N
734
Natixis
France
$1.28M
AC
735
AlphaCore Capital
California
$1.28M
MSFS
736
Main Street Financial Solutions
Pennsylvania
$1.28M
OWA
737
One Wealth Advisors
California
$1.28M
MAA
738
Matrix Asset Advisors
New York
$1.28M
EWA
739
Exencial Wealth Advisors
Oklahoma
$1.28M
FMWA
740
Forvis Mazars Wealth Advisors
Missouri
$1.27M
BCA
741
Bay Colony Advisors
Massachusetts
$1.27M
CWA
742
Cascade Wealth Advisors
Washington
$1.26M
TBT
743
Texas Bank & Trust
Texas
$1.26M
KFP
744
KMG Fiduciary Partners
Ohio
$1.25M
Capital International Investors
745
Capital International Investors
California
$1.25M
T. Rowe Price Associates
746
T. Rowe Price Associates
Maryland
$1.25M
CWM
747
Connecticut Wealth Management
Connecticut
$1.24M
TP
748
Tranquility Partners
Tennessee
$1.24M
TNB
749
Thomasville National Bank
Georgia
$1.24M
TCWA
750
Turtle Creek Wealth Advisors
Texas
$1.24M