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iShares Russell 1000 Value ETF

1,716 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, 548 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: 548 | 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
1,716
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
Federated Hermes
1626
Federated Hermes
Pennsylvania
$40.7K
DCM
1627
Davis Capital Management
Florida
$38.5K
PFSC
1628
Peoples Financial Services Corp
Pennsylvania
$37.7K
VWA
1629
VSM Wealth Advisory
Maryland
$37.7K
SIC
1630
SJS Investment Consulting
Ohio
$37.3K
AIM
1631
Access Investment Management
Georgia
$36.6K
MAS
1632
MPWM Advisory Solutions
Georgia
$36.4K
CFFP
1633
Center for Financial Planning
Michigan
$35.8K
RWM
1634
RMG Wealth Management
Wisconsin
$34.8K
MLA
1635
MB, Levis & Associates
Pennsylvania
$33.4K
NECFA
1636
New England Capital Financial Advisors
Connecticut
$33K
DAM
1637
Delta Asset Management
Tennessee
$32.6K
BAM
1638
Bellevue Asset Management
Washington
$30.5K
ATC
1639
Advantage Trust Company
Kansas
$30.3K
DWS
1640
Dynamic Wealth Strategies
California
$29.5K
PA
1641
Pineridge Advisors
Missouri
$29.4K
AW
1642
Avion Wealth
Texas
$29K
VCM
1643
Versant Capital Management
Arizona
$28.1K
TH
1644
TCTC Holdings
Texas
$27.7K
PWAM
1645
Private Wealth Asset Management
Iowa
$27.5K
AIA
1646
Armor Investment Advisors
North Carolina
$27.5K
RMP
1647
Richards, Merrill & Peterson
Washington
$27.5K
CFG
1648
Clayton Financial Group
Missouri
$27.1K
BIA
1649
Bell Investment Advisors
California
$26.3K
FWA
1650
Flagship Wealth Advisors
Massachusetts
$26.1K