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