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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
BFPW
1051
BOK Financial Private Wealth
Colorado
$555K
AA
1052
Aire Advisors
California
$555K
GWA
1053
Genesis Wealth Advisors
Massachusetts
$552K
BW
1054
BIP Wealth
Georgia
$549K
FRA
1055
Front Row Advisors
California
$549K
AT
1056
Arlington Trust
Alabama
$548K
SCM
1057
Schnieders Capital Management
California
$547K
NRI
1058
NFP Retirement Inc
California
$547K
TWM
1059
TCFG Wealth Management
California
$545K
AMG
1060
APS Management Group
California
$545K
AWM
1061
Activest Wealth Management
Florida
$545K
M
1062
MOTCO
Texas
$544K
EW
1063
Elyxium Wealth
California
$543K
TAM
1064
Townsend Asset Management
North Carolina
$542K
SAW
1065
Signal Advisors Wealth
Michigan
$539K
RCA
1066
Runnymede Capital Advisors
Ohio
$539K
SHFA
1067
SC&H Financial Advisors
Maryland
$538K
GKWIM
1068
Gerber Kawasaki Wealth & Investment Management
California
$537K
BF
1069
Brogan Financial
Tennessee
$537K
Empower Advisory Group
1070
Empower Advisory Group
Colorado
$537K
KA
1071
Klingman & Associates
New York
$536K
ESB
1072
Essex Savings Bank
Connecticut
$535K
RPGK
1073
Retirement Planning Group (Kansas)
Kansas
$534K
CWM
1074
Chicago Wealth Management
Illinois
$534K
SFG
1075
Sovereign Financial Group
Connecticut
$534K