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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
PFA
476
Pathway Financial Advisors
Vermont
$2.98M
RI
477
Rinkey Investments
California
$2.98M
BTW
478
Boston Trust Walden
Massachusetts
$2.98M
CWM
479
Castle Wealth Management
Florida
$2.96M
AI
480
Accredited Investors
Minnesota
$2.95M
CWM
481
ClientFirst Wealth Management
Arkansas
$2.95M
VCA
482
Verdence Capital Advisors
Maryland
$2.94M
IAA
483
Ironsides Asset Advisors
North Carolina
$2.94M
EWM
484
EPG Wealth Management
Georgia
$2.93M
ACA
485
Anchor Capital Advisors
Massachusetts
$2.92M
EAM
486
Evanson Asset Management
California
$2.92M
FFO
487
Fiduciary Family Office
Florida
$2.91M
DWP
488
Destiny Wealth Partners
Florida
$2.91M
FLPIM
489
F.L. Putnam Investment Management
Massachusetts
$2.91M
AGP
490
Autumn Glory Partners
Texas
$2.9M
EWM
491
Evermay Wealth Management
Virginia
$2.89M
FPW
492
Flywheel Private Wealth
California
$2.89M
AWP
493
Ascent Wealth Partners
New York
$2.88M
JIC
494
Joel Isaacson & Co
New York
$2.87M
CWA
495
Cornerstone Wealth Advisors
Minnesota
$2.85M
SBWIC
496
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.85M
PFA
497
Pure Financial Advisors
California
$2.83M
SB
498
SIG Brokerage
New York
$2.83M
GJWM
499
Gilliland Jeter Wealth Management
Arkansas
$2.82M
CC
500
Courier Capital
New York
$2.81M