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iShares Russell 1000 Value ETF

1,738 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
1,738
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
MWM
201
Moran Wealth Management
Florida
$13.3M
JFGIW
202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.2M
Boston Partners
203
Boston Partners
Massachusetts
$12.9M
WB
204
West Bancorporation
Iowa
$12.8M
GAM
205
Gotham Asset Management
New York
$12.7M
CCB
206
Country Club Bank
Missouri
$12.7M
HTC
207
Haverford Trust Company
Pennsylvania
$12.7M
IWC
208
Integrated Wealth Concepts
Massachusetts
$12.7M
SF
209
Summit Financial
New Jersey
$12.6M
GPW
210
Genesis Private Wealth
Virginia
$12.5M
SWRP
211
Summit Wealth & Retirement Planning
California
$12.4M
I2I
212
Insight 2811 Inc
Illinois
$12.4M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
213
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.2M
ACA
214
Aptus Capital Advisors
Alabama
$12.1M
OC
215
Oppenheimer & Co
New York
$11.9M
IP
216
Investment Partners
Ohio
$11.7M
SCM
217
SCS Capital Management
Massachusetts
$11.7M
SWP
218
Sagespring Wealth Partners
Tennessee
$11.7M
AWE
219
Avidian Wealth Enterprises
Texas
$11.5M
BF
220
BOK Financial
Oklahoma
$11.4M
FWM
221
FMA Wealth Management
Massachusetts
$11.3M
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$11.3M
CCWA
223
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.2M
CPIG
224
Chicago Partners Investment Group
Illinois
$11.1M
AWMNH
225
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11M