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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
BFA
826
Beaumont Financial Advisors
Massachusetts
$1.01M
HC
827
Hoese & Co
Minnesota
$1.01M
SP
828
Symmetry Partners
Connecticut
$1.01M
ATC
829
Adirondack Trust Company
New York
$995K
EWA
830
Elevate Wealth Advisory
Georgia
$990K
PG
831
Patten Group
Tennessee
$989K
EFG
832
Embree Financial Group
Illinois
$987K
DWM
833
Dakota Wealth Management
Florida
$979K
UB
834
Umpqua Bank
Oregon
$977K
CGPCS
835
Capital Group Private Client Services
California
$973K
JSSH
836
J. Safra Sarasin Holding
$968K
BFC
837
Bedel Financial Consulting
Indiana
$967K
WP
838
WealthShield Partners
North Carolina
$965K
BWL
839
Bogart Wealth LLC
Virginia
$957K
LT
840
Legacy Trust
Michigan
$956K
LAM
841
Lakewood Asset Management
Illinois
$954K
HSWS
842
Higgins & Schmidt Wealth Strategies
Colorado
$954K
BA
843
Bridgewater Advisors
New York
$951K
PMFA
844
Plante Moran Financial Advisors
Michigan
$950K
WWM
845
Woodside Wealth Management
Massachusetts
$950K
TAM
846
Titleist Asset Management
Texas
$947K
WCWM
847
Willow Creek Wealth Management
California
$944K
WWP
848
Wise Wealth Partners
Arizona
$938K
HH
849
Hilltop Holdings
Texas
$938K
AAS
850
Annex Advisory Services
Wisconsin
$936K