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iShares Russell 1000 Value ETF

1,741 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, 551 increasing their positions, 619 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: 10493 (-11)

11% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 619

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
BCM
476
Becker Capital Management
Oregon
$3.07M
SWA
477
SOA Wealth Advisors
New York
$3.03M
Balyasny Asset Management
478
Balyasny Asset Management
Illinois
$3.02M
Victory Capital Management
479
Victory Capital Management
Texas
$3.02M
STA
480
Summit Trail Advisors
New York
$3.01M
PFA
481
Pathway Financial Advisors
Vermont
$2.98M
RI
482
Rinkey Investments
California
$2.98M
BTW
483
Boston Trust Walden
Massachusetts
$2.98M
CWM
484
Castle Wealth Management
Florida
$2.96M
AI
485
Accredited Investors
Minnesota
$2.95M
CWM
486
ClientFirst Wealth Management
Arkansas
$2.95M
VCA
487
Verdence Capital Advisors
Maryland
$2.94M
IAA
488
Ironsides Asset Advisors
North Carolina
$2.94M
EWM
489
EPG Wealth Management
Georgia
$2.93M
ACA
490
Anchor Capital Advisors
Massachusetts
$2.92M
EAM
491
Evanson Asset Management
California
$2.92M
FFO
492
Fiduciary Family Office
Florida
$2.91M
DWP
493
Destiny Wealth Partners
Florida
$2.91M
FLPIM
494
F.L. Putnam Investment Management
Massachusetts
$2.91M
AGP
495
Autumn Glory Partners
Texas
$2.9M
EWM
496
Evermay Wealth Management
Virginia
$2.89M
FPW
497
Flywheel Private Wealth
California
$2.89M
AWP
498
Ascent Wealth Partners
New York
$2.88M
JIC
499
Joel Isaacson & Co
New York
$2.87M
CWA
500
Cornerstone Wealth Advisors
Minnesota
$2.85M