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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
BDFN
576
Bond & Devick Financial Network
Minnesota
$2.09M
WFA
577
WestHill Financial Advisors
California
$2.09M
AF
578
Affiance Financial
Minnesota
$2.09M
SCTC
579
Sanibel Captiva Trust Company
Florida
$2.08M
PCG
580
Prosperity Consulting Group
Maryland
$2.08M
JA
581
JVL Associates
Michigan
$2.08M
ARG
582
Advisory Resource Group
Oklahoma
$2.08M
BP
583
BBR Partners
New York
$2.07M
NAAA
584
New Age Alpha Advisors
New York
$2.06M
EPA
585
Element Pointe Advisors
Florida
$2.05M
AT
586
American Trust
Kentucky
$2.04M
WLPWM
587
Walled Lake Planning & Wealth Management
Illinois
$2.04M
MCM
588
Mattern Capital Management
Colorado
$2.04M
LDB
589
Lee, Danner & Bass
Tennessee
$2.04M
APP
590
Avantax Planning Partners
Iowa
$2.02M
SC
591
Sapient Capital
Indiana
$2.02M
CWP
592
Cyndeo Wealth Partners
Florida
$1.99M
IIL
593
Insight Inv LLC
California
$1.99M
GJIA
594
Glass Jacobson Investment Advisors
Maryland
$1.99M
SFS
595
Summit Financial Strategies
Ohio
$1.98M
I
596
InvesTrust
Oklahoma
$1.98M
QWP
597
Quotient Wealth Partners
Texas
$1.95M
SWA
598
Sax Wealth Advisors
New Jersey
$1.94M
SC
599
Steph & Co
Wisconsin
$1.93M
TC
600
TownSquare Capital
Utah
$1.93M