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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
Balyasny Asset Management
476
Balyasny Asset Management
Illinois
$3.02M
Victory Capital Management
477
Victory Capital Management
Texas
$3.02M
STA
478
Summit Trail Advisors
New York
$3.01M
PFA
479
Pathway Financial Advisors
Vermont
$2.98M
RI
480
Rinkey Investments
California
$2.98M
BTW
481
Boston Trust Walden
Massachusetts
$2.98M
CWM
482
Castle Wealth Management
Florida
$2.96M
AI
483
Accredited Investors
Minnesota
$2.95M
CWM
484
ClientFirst Wealth Management
Arkansas
$2.95M
VCA
485
Verdence Capital Advisors
Maryland
$2.94M
IAA
486
Ironsides Asset Advisors
North Carolina
$2.94M
EWM
487
EPG Wealth Management
Georgia
$2.93M
ACA
488
Anchor Capital Advisors
Massachusetts
$2.92M
EAM
489
Evanson Asset Management
California
$2.92M
FFO
490
Fiduciary Family Office
Florida
$2.91M
DWP
491
Destiny Wealth Partners
Florida
$2.91M
FLPIM
492
F.L. Putnam Investment Management
Massachusetts
$2.91M
AGP
493
Autumn Glory Partners
Texas
$2.9M
EWM
494
Evermay Wealth Management
Virginia
$2.89M
FPW
495
Flywheel Private Wealth
California
$2.89M
AWP
496
Ascent Wealth Partners
New York
$2.88M
JIC
497
Joel Isaacson & Co
New York
$2.87M
CWA
498
Cornerstone Wealth Advisors
Minnesota
$2.85M
SBWIC
499
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.85M
PFA
500
Pure Financial Advisors
California
$2.83M