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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
Members Trust
1101
Members Trust
Florida
$494K
TCBWMS
1102
Texas Capital Bank Wealth Management Services
Texas
$493K
AAM
1103
Austin Asset Management
Texas
$489K
COLIM
1104
City of London Investment Management
United Kingdom
$489K
RWM
1105
Rockwood Wealth Management
Pennsylvania
$487K
EIP
1106
Ellis Investment Partners
Pennsylvania
$485K
PWM
1107
PBMares Wealth Management
Virginia
$484K
AFG
1108
Atomi Financial Group
New York
$483K
AIP
1109
Alexis Investment Partners
Texas
$481K
PWW
1110
Pettyjohn Wood & White
Virginia
$480K
FCAM
1111
First Citizens Asset Management
North Carolina
$480K
Millennium Management
1112
Millennium Management
New York
$480K
MC
1113
Moors & Cabot
Massachusetts
$479K
VCM
1114
Virtue Capital Management
Tennessee
$478K
BPWM
1115
BCS Private Wealth Management
New Jersey
$478K
NWM
1116
Navigation Wealth Management
Colorado
$478K
CAAM
1117
Cornerstone Advisors Asset Management
Pennsylvania
$477K
PC
1118
Promus Capital
Illinois
$477K
PAM
1119
Palisade Asset Management
Minnesota
$476K
PCM
1120
Parsons Capital Management
Rhode Island
$474K
AF
1121
Atala Financial
California
$473K
HP
1122
HT Partners
Connecticut
$473K
AA
1123
Aufman Associates
Pennsylvania
$470K
HFS
1124
Heritage Financial Services
Massachusetts
$469K
CWG
1125
Cornerstone Wealth Group
North Carolina
$469K