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iShares Russell 1000 Value ETF

1,731 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 551 increasing their positions, 613 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:

10% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 613

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
1,731
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
HHGA
726
Halbert Hargrove Global Advisors
California
$1.3M
NG
727
Northstar Group
New York
$1.3M
WIA
728
Wetzel Investment Advisors
Indiana
$1.3M
IAIM
729
International Assets Investment Management
Florida
$1.29M
BIA
730
BHK Investment Advisors
Alabama
$1.29M
AFCM
731
Applied Finance Capital Management
Puerto Rico
$1.29M
CAC
732
Certified Advisory Corp
Florida
$1.28M
N
733
Natixis
France
$1.28M
AC
734
AlphaCore Capital
California
$1.28M
MSFS
735
Main Street Financial Solutions
Pennsylvania
$1.28M
OWA
736
One Wealth Advisors
California
$1.28M
MAA
737
Matrix Asset Advisors
New York
$1.28M
EWA
738
Exencial Wealth Advisors
Oklahoma
$1.28M
FMWA
739
Forvis Mazars Wealth Advisors
Missouri
$1.27M
BCA
740
Bay Colony Advisors
Massachusetts
$1.27M
CWA
741
Cascade Wealth Advisors
Washington
$1.26M
TBT
742
Texas Bank & Trust
Texas
$1.26M
KFP
743
KMG Fiduciary Partners
Ohio
$1.25M
Capital International Investors
744
Capital International Investors
California
$1.25M
T. Rowe Price Associates
745
T. Rowe Price Associates
Maryland
$1.25M
CWM
746
Connecticut Wealth Management
Connecticut
$1.24M
TP
747
Tranquility Partners
Tennessee
$1.24M
TNB
748
Thomasville National Bank
Georgia
$1.24M
TCWA
749
Turtle Creek Wealth Advisors
Texas
$1.24M
WB
750
WesBanco Bank
West Virginia
$1.24M