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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
HWA
1626
HHM Wealth Advisors
Tennessee
$51.7K
MWM
1627
MGB Wealth Management
Texas
$51.6K
AWM
1628
Abound Wealth Management
Tennessee
$50.2K
T
1629
Tidemark
California
$49.7K
FGAM
1630
Financial Gravity Asset Management
Texas
$49.3K
PIP
1631
Peachtree Investment Partners
Florida
$49.1K
PWMG
1632
Private Wealth Management Group
New Jersey
$48.9K
QWM
1633
Quaker Wealth Management
New Jersey
$46.8K
RCM
1634
Richardson Capital Management
Wisconsin
$45.4K
VNA
1635
Valley National Advisers
Pennsylvania
$45K
FP
1636
Financial Perspectives
Minnesota
$45K
MSG
1637
Main Street Group
Virginia
$43.4K
PWMG
1638
Prestige Wealth Management Group
New Jersey
$40.9K
OL
1639
one8zero8 LLC
North Carolina
$40.7K
AWM
1640
Aberdeen Wealth Management
Illinois
$40.7K
CCMI
1641
Creative Capital Management Investments
California
$40.7K
Federated Hermes
1642
Federated Hermes
Pennsylvania
$40.7K
DCM
1643
Davis Capital Management
Florida
$38.5K
PFSC
1644
Peoples Financial Services Corp
Pennsylvania
$37.7K
VWA
1645
VSM Wealth Advisory
Maryland
$37.7K
SIC
1646
SJS Investment Consulting
Ohio
$37.3K
AIM
1647
Access Investment Management
Georgia
$36.6K
MAS
1648
MPWM Advisory Solutions
Georgia
$36.4K
CFFP
1649
Center for Financial Planning
Michigan
$35.8K
RWM
1650
RMG Wealth Management
Wisconsin
$34.8K