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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
YIA
1076
YHB Investment Advisors
Connecticut
$533K
TM
1077
TigerOak Management
New Mexico
$533K
WCM
1078
WealthBridge Capital Management
Ohio
$532K
SLG
1079
Stanley-Laman Group
Pennsylvania
$528K
HPIA
1080
Hamilton Point Investment Advisors
North Carolina
$527K
OBWG
1081
Onyx Bridge Wealth Group
New York
$526K
PW
1082
PUREfi Wealth
Massachusetts
$526K
BFO
1083
Biltmore Family Office
North Carolina
$524K
PCA
1084
Providence Capital Advisors
North Carolina
$523K
OA
1085
Operose Advisors
Wisconsin
$522K
SFWC
1086
Strategic Family Wealth Counselors
New Jersey
$519K
AIC
1087
Archer Investment Corporation
Indiana
$514K
SHGA
1088
Sand Hill Global Advisors
California
$513K
CC
1089
Cypress Capital
Tennessee
$513K
FMTC
1090
Farmers & Merchants Trust Company
California
$512K
LPAM
1091
Lodestar Private Asset Management
California
$511K
GGS
1092
Galvin Gaustad & Stein
Arizona
$511K
WCP
1093
Wealthcare Capital Partners
Pennsylvania
$510K
TWA
1094
Talisman Wealth Advisors
New Jersey
$509K
IA
1095
Insight Advisors
Pennsylvania
$508K
CPBTD
1096
Central Pacific Bank - Trust Division
Hawaii
$502K
BFS
1097
Beacon Financial Strategies
North Carolina
$500K
HBW
1098
Hazlett, Burt & Watson
West Virginia
$498K
CA
1099
CoreCap Advisors
Michigan
$498K
GCM
1100
Gallacher Capital Management
Colorado
$494K