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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
GWS
1001
Glassman Wealth Services
Virginia
$643K
KWA
1002
Kingswood Wealth Advisors
California
$642K
PWP
1003
Perfromance Wealth Partners
Illinois
$639K
RWM
1004
Rialto Wealth Management
New York
$638K
CD
1005
Chapin Davis
Maryland
$637K
CIAS
1006
Capital Investment Advisory Services
North Carolina
$635K
FDDB
1007
Fidelity D&D Bancorp
Pennsylvania
$634K
RSWA
1008
Robinson Smith Wealth Advisors
Maine
$632K
RT
1009
Rockland Trust
Massachusetts
$632K
IFWM
1010
Institute for Wealth Management
Colorado
$630K
JF
1011
JSF Financial
California
$628K
SA
1012
Skyline Advisors
Washington
$627K
WFAG
1013
Wescott Financial Advisory Group
Pennsylvania
$624K
KHCM
1014
Kirtland Hills Capital Management
Ohio
$620K
CAS
1015
Coppell Advisory Solutions
Texas
$618K
TA
1016
TFB Advisors
Kansas
$615K
JAA
1017
Joel Adams & Associates
North Carolina
$614K
LCM
1018
Lunt Capital Management
Utah
$610K
DWM
1019
Darwin Wealth Management
Florida
$609K
OWM
1020
Orgel Wealth Management
Wisconsin
$605K
TCOV
1021
Trust Company of Vermont
Vermont
$605K
FTC
1022
Farmers Trust Company
Ohio
$605K
OWP
1023
Obermeyer Wealth Partners
Colorado
$604K
GF
1024
GGM Financials
Ohio
$600K
LA
1025
LM Advisors
California
$599K