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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
CIA
751
Capital Investment Advisors
Georgia
$1.24M
SCI
752
Stableford Capital II
Arizona
$1.23M
IF
753
Intrua Financial
Texas
$1.23M
TCOTS
754
Trust Company of the South
North Carolina
$1.22M
TWP
755
TFO Wealth Partners
Ohio
$1.22M
AWA
756
Amplius Wealth Advisors
Pennsylvania
$1.22M
TWM
757
Thrive Wealth Management
Pennsylvania
$1.21M
AF
758
Apollon Financial
South Carolina
$1.21M
SIC
759
Sigma Investment Counselors
Michigan
$1.21M
CIA
760
Choate Investment Advisors
Massachusetts
$1.21M
MWM
761
Mascoma Wealth Management
New Hampshire
$1.2M
FPCP
762
Fort Point Capital Partners
California
$1.19M
AF
763
Apexium Financial
Texas
$1.19M
FPW
764
Fairvoy Private Wealth
Alabama
$1.19M
LAS
765
LWM Advisory Services
Florida
$1.19M
EWA
766
Encompass Wealth Advisors
Oregon
$1.18M
CA
767
Capital Advantage
California
$1.18M
CFO
768
Collective Family Office
Pennsylvania
$1.18M
GAB
769
German American Bancorp
Indiana
$1.17M
HI
770
Harbour Investments
Wisconsin
$1.17M
CWA
771
Canvas Wealth Advisors
Kansas
$1.17M
JCM
772
Jacobi Capital Management
Pennsylvania
$1.16M
MC
773
Middleton & Co
Massachusetts
$1.16M
SWM
774
Sendero Wealth Management
Texas
$1.16M
FFA
775
Fragasso Financial Advisors
Pennsylvania
$1.16M