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