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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
RPGK
1076
Retirement Planning Group (Kansas)
Kansas
$534K
CWM
1077
Chicago Wealth Management
Illinois
$534K
SFG
1078
Sovereign Financial Group
Connecticut
$534K
YIA
1079
YHB Investment Advisors
Connecticut
$533K
TM
1080
TigerOak Management
New Mexico
$533K
WCM
1081
WealthBridge Capital Management
Ohio
$532K
SLG
1082
Stanley-Laman Group
Pennsylvania
$528K
HPIA
1083
Hamilton Point Investment Advisors
North Carolina
$527K
OBWG
1084
Onyx Bridge Wealth Group
New York
$526K
PW
1085
PUREfi Wealth
Massachusetts
$526K
BFO
1086
Biltmore Family Office
North Carolina
$524K
PCA
1087
Providence Capital Advisors
North Carolina
$523K
OA
1088
Operose Advisors
Wisconsin
$522K
SFWC
1089
Strategic Family Wealth Counselors
New Jersey
$519K
AIC
1090
Archer Investment Corporation
Indiana
$514K
SHGA
1091
Sand Hill Global Advisors
California
$513K
CC
1092
Cypress Capital
Tennessee
$513K
FMTC
1093
Farmers & Merchants Trust Company
California
$512K
LPAM
1094
Lodestar Private Asset Management
California
$511K
GGS
1095
Galvin Gaustad & Stein
Arizona
$511K
WCP
1096
Wealthcare Capital Partners
Pennsylvania
$510K
TWA
1097
Talisman Wealth Advisors
New Jersey
$509K
IA
1098
Insight Advisors
Pennsylvania
$508K
CPBTD
1099
Central Pacific Bank - Trust Division
Hawaii
$502K
BFS
1100
Beacon Financial Strategies
North Carolina
$500K