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iShares Russell 1000 Value ETF

1,730 hedge funds and large institutions have $51.8B 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, 614 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:

10% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 614

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
1,730
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
JFGIW
201
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.2M
Boston Partners
202
Boston Partners
Massachusetts
$12.9M
WB
203
West Bancorporation
Iowa
$12.8M
GAM
204
Gotham Asset Management
New York
$12.7M
CCB
205
Country Club Bank
Missouri
$12.7M
HTC
206
Haverford Trust Company
Pennsylvania
$12.7M
IWC
207
Integrated Wealth Concepts
Massachusetts
$12.7M
SF
208
Summit Financial
New Jersey
$12.6M
GPW
209
Genesis Private Wealth
Virginia
$12.5M
SWRP
210
Summit Wealth & Retirement Planning
California
$12.4M
I2I
211
Insight 2811 Inc
Illinois
$12.4M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
212
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.2M
ACA
213
Aptus Capital Advisors
Alabama
$12.1M
OC
214
Oppenheimer & Co
New York
$11.9M
IP
215
Investment Partners
Ohio
$11.7M
SCM
216
SCS Capital Management
Massachusetts
$11.7M
SWP
217
Sagespring Wealth Partners
Tennessee
$11.7M
AWE
218
Avidian Wealth Enterprises
Texas
$11.5M
BF
219
BOK Financial
Oklahoma
$11.4M
FWM
220
FMA Wealth Management
Massachusetts
$11.3M
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$11.3M
CCWA
222
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.2M
CPIG
223
Chicago Partners Investment Group
Illinois
$11.1M
AWMNH
224
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11M
NGA
225
Naples Global Advisors
Florida
$10.9M