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iShares Russell 1000 Value ETF

1,731 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
1,731
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
WFA
576
WestHill Financial Advisors
California
$2.09M
AF
577
Affiance Financial
Minnesota
$2.09M
SCTC
578
Sanibel Captiva Trust Company
Florida
$2.08M
PCG
579
Prosperity Consulting Group
Maryland
$2.08M
JA
580
JVL Associates
Michigan
$2.08M
ARG
581
Advisory Resource Group
Oklahoma
$2.08M
BP
582
BBR Partners
New York
$2.07M
NAAA
583
New Age Alpha Advisors
New York
$2.06M
EPA
584
Element Pointe Advisors
Florida
$2.05M
AT
585
American Trust
Kentucky
$2.04M
WLPWM
586
Walled Lake Planning & Wealth Management
Illinois
$2.04M
MCM
587
Mattern Capital Management
Colorado
$2.04M
LDB
588
Lee, Danner & Bass
Tennessee
$2.04M
APP
589
Avantax Planning Partners
Iowa
$2.02M
SC
590
Sapient Capital
Indiana
$2.02M
CWP
591
Cyndeo Wealth Partners
Florida
$1.99M
IIL
592
Insight Inv LLC
California
$1.99M
GJIA
593
Glass Jacobson Investment Advisors
Maryland
$1.99M
SFS
594
Summit Financial Strategies
Ohio
$1.98M
I
595
InvesTrust
Oklahoma
$1.98M
QWP
596
Quotient Wealth Partners
Texas
$1.95M
SWA
597
Sax Wealth Advisors
New Jersey
$1.94M
SC
598
Steph & Co
Wisconsin
$1.93M
TC
599
TownSquare Capital
Utah
$1.93M
PFM
600
Phillips Financial Management
Indiana
$1.92M