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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
DCM
1626
Davis Capital Management
Florida
$38.5K
PFSC
1627
Peoples Financial Services Corp
Pennsylvania
$37.7K
VWA
1628
VSM Wealth Advisory
Maryland
$37.7K
SIC
1629
SJS Investment Consulting
Ohio
$37.3K
AIM
1630
Access Investment Management
Georgia
$36.6K
MAS
1631
MPWM Advisory Solutions
Georgia
$36.4K
CFFP
1632
Center for Financial Planning
Michigan
$35.8K
RWM
1633
RMG Wealth Management
Wisconsin
$34.8K
MLA
1634
MB, Levis & Associates
Pennsylvania
$33.4K
NECFA
1635
New England Capital Financial Advisors
Connecticut
$33K
DAM
1636
Delta Asset Management
Tennessee
$32.6K
BAM
1637
Bellevue Asset Management
Washington
$30.5K
ATC
1638
Advantage Trust Company
Kansas
$30.3K
DWS
1639
Dynamic Wealth Strategies
California
$29.5K
PA
1640
Pineridge Advisors
Missouri
$29.4K
AW
1641
Avion Wealth
Texas
$29K
VCM
1642
Versant Capital Management
Arizona
$28.1K
TH
1643
TCTC Holdings
Texas
$27.7K
PWAM
1644
Private Wealth Asset Management
Iowa
$27.5K
RMP
1645
Richards, Merrill & Peterson
Washington
$27.5K
AIA
1646
Armor Investment Advisors
North Carolina
$27.5K
CFG
1647
Clayton Financial Group
Missouri
$27.1K
BIA
1648
Bell Investment Advisors
California
$26.3K
FWA
1649
Flagship Wealth Advisors
Massachusetts
$26.1K
MBFW
1650
Morton Brown Family Wealth
Pennsylvania
$25.9K