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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
WB
201
West Bancorporation
Iowa
$12.8M
GAM
202
Gotham Asset Management
New York
$12.7M
CCB
203
Country Club Bank
Missouri
$12.7M
HTC
204
Haverford Trust Company
Pennsylvania
$12.7M
IWC
205
Integrated Wealth Concepts
Massachusetts
$12.7M
SF
206
Summit Financial
New Jersey
$12.6M
GPW
207
Genesis Private Wealth
Virginia
$12.5M
SWRP
208
Summit Wealth & Retirement Planning
California
$12.4M
I2I
209
Insight 2811 Inc
Illinois
$12.4M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
210
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.2M
ACA
211
Aptus Capital Advisors
Alabama
$12.1M
OC
212
Oppenheimer & Co
New York
$11.9M
IP
213
Investment Partners
Ohio
$11.7M
SCM
214
SCS Capital Management
Massachusetts
$11.7M
SWP
215
Sagespring Wealth Partners
Tennessee
$11.7M
AWE
216
Avidian Wealth Enterprises
Texas
$11.5M
BF
217
BOK Financial
Oklahoma
$11.4M
FWM
218
FMA Wealth Management
Massachusetts
$11.3M
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$11.3M
CCWA
220
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.2M
CPIG
221
Chicago Partners Investment Group
Illinois
$11.1M
AWMNH
222
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11M
NGA
223
Naples Global Advisors
Florida
$10.9M
JWA
224
JFS Wealth Advisors
Pennsylvania
$10.9M
WSFS
225
Wilmington Savings Fund Society
Delaware
$10.9M