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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
MLA
1651
MB, Levis & Associates
Pennsylvania
$33.4K
NECFA
1652
New England Capital Financial Advisors
Connecticut
$33K
DAM
1653
Delta Asset Management
Tennessee
$32.6K
BAM
1654
Bellevue Asset Management
Washington
$30.5K
ATC
1655
Advantage Trust Company
Kansas
$30.3K
DWS
1656
Dynamic Wealth Strategies
California
$29.5K
PA
1657
Pineridge Advisors
Missouri
$29.4K
HIW
1658
Holos Integrated Wealth
Pennsylvania
$29.3K
AW
1659
Avion Wealth
Texas
$29K
VCM
1660
Versant Capital Management
Arizona
$28.1K
TH
1661
TCTC Holdings
Texas
$27.7K
PWAM
1662
Private Wealth Asset Management
Iowa
$27.5K
AIA
1663
Armor Investment Advisors
North Carolina
$27.5K
RMP
1664
Richards, Merrill & Peterson
Washington
$27.5K
CFG
1665
Clayton Financial Group
Missouri
$27.1K
BIA
1666
Bell Investment Advisors
California
$26.3K
FWA
1667
Flagship Wealth Advisors
Massachusetts
$26.1K
MBFW
1668
Morton Brown Family Wealth
Pennsylvania
$25.9K
MSFP
1669
Mark Sheptoff Financial Planning
Connecticut
$25.7K
CMBA
1670
C.M. Bidwell & Associates
Hawaii
$25.2K
TCM
1671
Tanaka Capital Management
New York
$25K
SR
1672
Syntax Research
Florida
$24.8K
TLCM
1673
Twin Lakes Capital Management
California
$24.2K
SCA
1674
Stuart Chaussee & Associates
California
$23.8K
PPA
1675
Painted Porch Advisors
California
$23.6K