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iShares Russell 1000 Value ETF

1,715 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 547 increasing their positions, 607 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: $ → $

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 607

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
1,715
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
PW
1076
PUREfi Wealth
Massachusetts
$526K
BFO
1077
Biltmore Family Office
North Carolina
$524K
PCA
1078
Providence Capital Advisors
North Carolina
$523K
OA
1079
Operose Advisors
Wisconsin
$522K
SFWC
1080
Strategic Family Wealth Counselors
New Jersey
$519K
AIC
1081
Archer Investment Corporation
Indiana
$514K
SHGA
1082
Sand Hill Global Advisors
California
$513K
CC
1083
Cypress Capital
Tennessee
$513K
FMTC
1084
Farmers & Merchants Trust Company
California
$512K
LPAM
1085
Lodestar Private Asset Management
California
$511K
GGS
1086
Galvin Gaustad & Stein
Arizona
$511K
WCP
1087
Wealthcare Capital Partners
Pennsylvania
$510K
TWA
1088
Talisman Wealth Advisors
New Jersey
$509K
IA
1089
Insight Advisors
Pennsylvania
$508K
CPBTD
1090
Central Pacific Bank - Trust Division
Hawaii
$502K
BFS
1091
Beacon Financial Strategies
North Carolina
$500K
HBW
1092
Hazlett, Burt & Watson
West Virginia
$498K
CA
1093
CoreCap Advisors
Michigan
$498K
GCM
1094
Gallacher Capital Management
Colorado
$494K
Members Trust
1095
Members Trust
Florida
$494K
TCBWMS
1096
Texas Capital Bank Wealth Management Services
Texas
$493K
AAM
1097
Austin Asset Management
Texas
$489K
COLIM
1098
City of London Investment Management
United Kingdom
$489K
RWM
1099
Rockwood Wealth Management
Pennsylvania
$487K
EIP
1100
Ellis Investment Partners
Pennsylvania
$485K