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iShares Russell 1000 Value ETF

1,731 hedge funds and large institutions have $51.8B 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, 613 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:

10% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 613

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
1,731
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
TCBWMS
1101
Texas Capital Bank Wealth Management Services
Texas
$493K
AAM
1102
Austin Asset Management
Texas
$489K
COLIM
1103
City of London Investment Management
United Kingdom
$489K
RWM
1104
Rockwood Wealth Management
Pennsylvania
$487K
EIP
1105
Ellis Investment Partners
Pennsylvania
$485K
PWM
1106
PBMares Wealth Management
Virginia
$484K
AFG
1107
Atomi Financial Group
New York
$483K
AIP
1108
Alexis Investment Partners
Texas
$481K
PWW
1109
Pettyjohn Wood & White
Virginia
$480K
FCAM
1110
First Citizens Asset Management
North Carolina
$480K
Millennium Management
1111
Millennium Management
New York
$480K
MC
1112
Moors & Cabot
Massachusetts
$479K
BPWM
1113
BCS Private Wealth Management
New Jersey
$478K
NWM
1114
Navigation Wealth Management
Colorado
$478K
CAAM
1115
Cornerstone Advisors Asset Management
Pennsylvania
$477K
PC
1116
Promus Capital
Illinois
$477K
PAM
1117
Palisade Asset Management
Minnesota
$476K
PCM
1118
Parsons Capital Management
Rhode Island
$474K
AF
1119
Atala Financial
California
$473K
HP
1120
HT Partners
Connecticut
$473K
AA
1121
Aufman Associates
Pennsylvania
$470K
HFS
1122
Heritage Financial Services
Massachusetts
$469K
CWG
1123
Cornerstone Wealth Group
North Carolina
$469K
SW
1124
SVB Wealth
Massachusetts
$469K
AWM
1125
Atticus Wealth Management
Florida
$468K