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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, 551 increasing their positions, 613 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: 551 | Existing positions reduced: 613

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
SCI
826
S&CO Inc
Massachusetts
$1.03M
TCM
827
Tassel Capital Management
North Carolina
$1.02M
HWM
828
Hemington Wealth Management
Virginia
$1.02M
CCM
829
Coldstream Capital Management
Washington
$1.02M
PFG
830
Pacific Financial Group
Washington
$1.01M
BFA
831
Beaumont Financial Advisors
Massachusetts
$1.01M
HC
832
Hoese & Co
Minnesota
$1.01M
SP
833
Symmetry Partners
Connecticut
$1.01M
ATC
834
Adirondack Trust Company
New York
$995K
EWA
835
Elevate Wealth Advisory
Georgia
$990K
PG
836
Patten Group
Tennessee
$989K
EFG
837
Embree Financial Group
Illinois
$987K
DWM
838
Dakota Wealth Management
Florida
$979K
UB
839
Umpqua Bank
Oregon
$977K
CGPCS
840
Capital Group Private Client Services
California
$973K
JSSH
841
J. Safra Sarasin Holding
$968K
BFC
842
Bedel Financial Consulting
Indiana
$967K
WP
843
WealthShield Partners
North Carolina
$965K
BWL
844
Bogart Wealth LLC
Virginia
$957K
LT
845
Legacy Trust
Michigan
$956K
LAM
846
Lakewood Asset Management
Illinois
$954K
HSWS
847
Higgins & Schmidt Wealth Strategies
Colorado
$954K
BA
848
Bridgewater Advisors
New York
$951K
PMFA
849
Plante Moran Financial Advisors
Michigan
$950K
WWM
850
Woodside Wealth Management
Massachusetts
$950K