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iShares Russell 1000 Value ETF

1,730 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, 550 increasing their positions, 614 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: 550 | Existing positions reduced: 614

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
1,730
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
JHCP
1576
Jackson Hole Capital Partners
Oklahoma
$101K
UCB
1577
United Community Bank
South Carolina
$100K
HFS
1578
Hopwood Financial Services
Virginia
$99.6K
AIA
1579
Arcadia Investment Advisors
Idaho
$98.3K
CTWM
1580
Cherry Tree Wealth Management
Minnesota
$96.1K
BWM
1581
Bernard Wealth Management
Michigan
$95.1K
TF
1582
Tompkins Financial
New York
$94.1K
TCM
1583
TD Capital Management
Tennessee
$92.4K
CWP
1584
Concord Wealth Partners
Virginia
$88.7K
NMG
1585
New Millennium Group
Utah
$81.4K
NWMP
1586
Noble Wealth Management PBC
Colorado
$81.4K
FMB
1587
Field & Main Bank
Kentucky
$81.4K
NC
1588
North Capital
Utah
$80.8K
GMA
1589
Glassy Mountain Advisors
Maryland
$80.6K
ST
1590
Smithfield Trust
Pennsylvania
$79K
GFWA
1591
Grey Fox Wealth Advisors
Delaware
$78.9K
IA
1592
IFS Advisors
Kansas
$78K
IRC
1593
Investors Research Corp
Georgia
$77K
TCM
1594
TruNorth Capital Management
Michigan
$76.8K
SA
1595
SRH Advisors
Kansas
$75.3K
APW
1596
Atlantic Private Wealth
North Carolina
$74.1K
CT
1597
Caldwell Trust
Florida
$72.9K
HR
1598
Howe & Rusling
New York
$72.7K
TWM
1599
Topsail Wealth Management
North Carolina
$71.1K
WIM
1600
Westside Investment Management
California
$70K