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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
TC
1301
Trust Company
Kansas
$312K
EC
1302
EdgeRock Capital
Colorado
$311K
TCOT
1303
Trust Company of Toledo
Ohio
$310K
SSWM
1304
Smith Salley Wealth Management
North Carolina
$309K
PWP
1305
Private Wealth Partners
California
$307K
PWMAG
1306
Pinnacle Wealth Management Advisory Group
New Jersey
$306K
LWMT
1307
Legacy Wealth Management (Tennessee)
Tennessee
$306K
BL
1308
Balentine LLC
Georgia
$306K
TIM
1309
Thompson Investment Management
Wisconsin
$305K
AHB
1310
Abner Herrman & Brock
New Jersey
$305K
WA
1311
Wealth Architects
California
$305K
WBG
1312
Wharton Business Group
Pennsylvania
$305K
FPTW
1313
Franklin, Parlapiano, Turner & Welch
Texas
$302K
EIP
1314
Easterly Investment Partners
Massachusetts
$302K
RWP
1315
Ridgecrest Wealth Partners
California
$301K
SWM
1316
Stockman Wealth Management
Montana
$300K
PF
1317
PlanWiser Financial
Colorado
$300K
CPCM
1318
Cardinal Point Capital Management
Ontario, Canada
$299K
MLL
1319
Moody Lynn & Lieberson
Massachusetts
$295K
PC
1320
Permanens Capital
New York
$295K
CST
1321
Charles Schwab Trust
Nevada
$293K
AFA
1322
Arlington Financial Advisors
California
$292K
LWM
1323
Lakeridge Wealth Management
Ohio
$291K
LIG
1324
Lokken Investment Group
Delaware
$290K
VWM
1325
Verus Wealth Management
Wisconsin
$290K