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iShares Russell 1000 Value ETF

1,741 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, 551 increasing their positions, 619 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: 10493 (-11)

11% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 619

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
RF
926
Roxbury Financial
New Jersey
$783K
TPI
927
Trust Point Inc
Wisconsin
$781K
TAM
928
Tocqueville Asset Management
New York
$781K
WHCFA
929
William Howard & Co Financial Advisors
Tennessee
$780K
BFWA
930
Benchmark Financial Wealth Advisors
Florida
$780K
MFF
931
Michels Family Financial
Texas
$776K
COCM
932
Charter Oak Capital Management
New Hampshire
$775K
LTL
933
Lowery Thomas LLC
California
$775K
EC
934
Elequin Capital
New York
$775K
S
935
Sunpointe
Missouri
$774K
EB
936
Emprise Bank
Kansas
$774K
QCM
937
QRG Capital Management
Illinois
$773K
SWM
938
SeaCrest Wealth Management
New York
$772K
MFA
939
Mayflower Financial Advisors
Massachusetts
$770K
FCB
940
First County Bank
Connecticut
$769K
HAP
941
Harbor Asset Planning
Massachusetts
$764K
LBC
942
Lowe Brockenbrough & Co
Virginia
$762K
AA
943
Armis Advisers
Georgia
$762K
RBC
944
Roble Belko & Company
Pennsylvania
$754K
MCA
945
Magnolia Capital Advisors
Mississippi
$754K
BTWM
946
Brass Tax Wealth Management
Ohio
$753K
RFP
947
Root Financial Partners
California
$748K
ACS
948
Archford Capital Strategies
Illinois
$746K
RIM
949
Rockbridge Investment Management
New York
$744K
CAMG
950
CWA Asset Management Group
Florida
$744K