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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
TA
1001
TrueWealth Advisors
Alabama
$653K
TF
1002
Tudor Financial
Ohio
$651K
CAL
1003
Capital Analysts LLC
Pennsylvania
$648K
GWS
1004
Glassman Wealth Services
Virginia
$643K
KWA
1005
Kingswood Wealth Advisors
California
$642K
PWP
1006
Perfromance Wealth Partners
Illinois
$639K
RWM
1007
Rialto Wealth Management
New York
$638K
CD
1008
Chapin Davis
Maryland
$637K
CIAS
1009
Capital Investment Advisory Services
North Carolina
$635K
FDDB
1010
Fidelity D&D Bancorp
Pennsylvania
$634K
RSWA
1011
Robinson Smith Wealth Advisors
Maine
$632K
RT
1012
Rockland Trust
Massachusetts
$632K
IFWM
1013
Institute for Wealth Management
Colorado
$630K
JF
1014
JSF Financial
California
$628K
SA
1015
Skyline Advisors
Washington
$627K
WFAG
1016
Wescott Financial Advisory Group
Pennsylvania
$624K
KHCM
1017
Kirtland Hills Capital Management
Ohio
$620K
CAS
1018
Coppell Advisory Solutions
Texas
$618K
TA
1019
TFB Advisors
Kansas
$615K
JAA
1020
Joel Adams & Associates
North Carolina
$614K
LCM
1021
Lunt Capital Management
Utah
$610K
DWM
1022
Darwin Wealth Management
Florida
$609K
OWM
1023
Orgel Wealth Management
Wisconsin
$605K
TCOV
1024
Trust Company of Vermont
Vermont
$605K
FTC
1025
Farmers Trust Company
Ohio
$605K