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iShares Russell 1000 Value ETF

1,715 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 547 increasing their positions, 607 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: $ → $

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 607

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
1,715
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
RIA
701
Regal Investment Advisors
Michigan
$1.4M
GSIS
702
Global Strategic Investment Solutions
Arizona
$1.38M
FHB
703
First Hawaiian Bank
Hawaii
$1.38M
EWM
704
Empirical Wealth Management
Washington
$1.37M
VP
705
Verum Partners
North Carolina
$1.37M
FFC
706
Frederick Financial Consultants
Maryland
$1.37M
DWM
707
Diversify Wealth Management
Utah
$1.36M
SFA
708
Seneca Financial Advisors
New York
$1.35M
PIA
709
Perennial Investment Advisors
California
$1.35M
EWA
710
EverSource Wealth Advisors
Alabama
$1.34M
HPA
711
High Probability Advisors
New York
$1.34M
AWM
712
Angeles Wealth Management
California
$1.34M
FA
713
Financial Advisors
Massachusetts
$1.33M
V
714
VeraBank
Texas
$1.32M
WIC
715
Whitegate Investment Counselors
New Hampshire
$1.32M
WIM
716
Warwick Investment Management
Texas
$1.32M
B
717
Bailard
California
$1.32M
KF
718
Krilogy Financial
Missouri
$1.31M
CT
719
Coastline Trust
Rhode Island
$1.31M
SG Americas Securities
720
SG Americas Securities
New York
$1.31M
HHGA
721
Halbert Hargrove Global Advisors
California
$1.3M
NG
722
Northstar Group
New York
$1.3M
WIA
723
Wetzel Investment Advisors
Indiana
$1.3M
IAIM
724
International Assets Investment Management
Florida
$1.29M
BIA
725
BHK Investment Advisors
Alabama
$1.29M