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iShares Russell 1000 Value ETF

1,739 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
1,739
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
PP
1451
Patten & Patten
Tennessee
$234K
PIMG
1452
Patriot Investment Management Group
Tennessee
$233K
SAM
1453
SP Asset Management
California
$233K
TCB
1454
Texas Capital Bancshares
Texas
$233K
BB
1455
Berkshire Bank
Massachusetts
$233K
FWA
1456
FSM Wealth Advisors
Ohio
$231K
BSA
1457
Braun Stacey Associates
New York
$231K
MCA
1458
Millennium Capital Advisors
Arkansas
$231K
NFA
1459
Northern Financial Advisors
Michigan
$231K
HAM
1460
Harmony Asset Management
Arizona
$230K
CWM
1461
Collaborative Wealth Management
Florida
$230K
PCA
1462
Prosperity Capital Advisors
Ohio
$229K
IRP
1463
Investment Research Partners
Pennsylvania
$229K
HG
1464
Harbor Group
New Hampshire
$228K
HC
1465
Headland Capital
South Carolina
$228K
SFG
1466
SNS Financial Group
Minnesota
$227K
JC
1467
JB Capital
Connecticut
$227K
JTWM
1468
Jackson Thornton Wealth Management
Alabama
$227K
TLFA
1469
True Link Financial Advisors
California
$226K
IA
1470
Inspire Advisors
Idaho
$226K
IWS
1471
Insight Wealth Strategies
California
$225K
KCM
1472
Kathmere Capital Management
Pennsylvania
$225K
NL
1473
NVWM LLC
Pennsylvania
$224K
VFG
1474
V2 Financial group
Illinois
$224K
BWMG
1475
Barnes Wealth Management Group
California
$224K