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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
CAL
1001
Capital Analysts LLC
Pennsylvania
$648K
GWS
1002
Glassman Wealth Services
Virginia
$643K
KWA
1003
Kingswood Wealth Advisors
California
$642K
PWP
1004
Perfromance Wealth Partners
Illinois
$639K
RWM
1005
Rialto Wealth Management
New York
$638K
CD
1006
Chapin Davis
Maryland
$637K
CIAS
1007
Capital Investment Advisory Services
North Carolina
$635K
FDDB
1008
Fidelity D&D Bancorp
Pennsylvania
$634K
RSWA
1009
Robinson Smith Wealth Advisors
Maine
$632K
RT
1010
Rockland Trust
Massachusetts
$632K
IFWM
1011
Institute for Wealth Management
Colorado
$630K
JF
1012
JSF Financial
California
$628K
SA
1013
Skyline Advisors
Washington
$627K
WFAG
1014
Wescott Financial Advisory Group
Pennsylvania
$624K
KHCM
1015
Kirtland Hills Capital Management
Ohio
$620K
CAS
1016
Coppell Advisory Solutions
Texas
$618K
TA
1017
TFB Advisors
Kansas
$615K
JAA
1018
Joel Adams & Associates
North Carolina
$614K
LCM
1019
Lunt Capital Management
Utah
$610K
DWM
1020
Darwin Wealth Management
Florida
$609K
OWM
1021
Orgel Wealth Management
Wisconsin
$605K
TCOV
1022
Trust Company of Vermont
Vermont
$605K
FTC
1023
Farmers Trust Company
Ohio
$605K
OWP
1024
Obermeyer Wealth Partners
Colorado
$604K
GF
1025
GGM Financials
Ohio
$600K