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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
TAM
926
Tocqueville Asset Management
New York
$781K
WHCFA
927
William Howard & Co Financial Advisors
Tennessee
$780K
BFWA
928
Benchmark Financial Wealth Advisors
Florida
$780K
MFF
929
Michels Family Financial
Texas
$776K
COCM
930
Charter Oak Capital Management
New Hampshire
$775K
LTL
931
Lowery Thomas LLC
California
$775K
EC
932
Elequin Capital
New York
$775K
S
933
Sunpointe
Missouri
$774K
EB
934
Emprise Bank
Kansas
$774K
QCM
935
QRG Capital Management
Illinois
$773K
SWM
936
SeaCrest Wealth Management
New York
$772K
MFA
937
Mayflower Financial Advisors
Massachusetts
$770K
FCB
938
First County Bank
Connecticut
$769K
HAP
939
Harbor Asset Planning
Massachusetts
$764K
LBC
940
Lowe Brockenbrough & Co
Virginia
$762K
AA
941
Armis Advisers
Georgia
$762K
RBC
942
Roble Belko & Company
Pennsylvania
$754K
MCA
943
Magnolia Capital Advisors
Mississippi
$754K
BTWM
944
Brass Tax Wealth Management
Ohio
$753K
RFP
945
Root Financial Partners
California
$748K
ACS
946
Archford Capital Strategies
Illinois
$746K
RIM
947
Rockbridge Investment Management
New York
$744K
CAMG
948
CWA Asset Management Group
Florida
$744K
AFC
949
AFT Forsyth & Company
Florida
$743K
BWM
950
BKM Wealth Management
Wisconsin
$742K