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iShares Russell 1000 Value ETF

1,741 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, 551 increasing their positions, 619 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: 10493 (-11)

11% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 619

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
HP
826
Holistic Planning
Texas
$1.04M
ECM
827
Evergreen Capital Management
Washington
$1.04M
BFA
828
Brown Financial Advisory
Alabama
$1.03M
SCI
829
S&CO Inc
Massachusetts
$1.03M
TCM
830
Tassel Capital Management
North Carolina
$1.02M
HWM
831
Hemington Wealth Management
Virginia
$1.02M
CCM
832
Coldstream Capital Management
Washington
$1.02M
PFG
833
Pacific Financial Group
Washington
$1.01M
BFA
834
Beaumont Financial Advisors
Massachusetts
$1.01M
HC
835
Hoese & Co
Minnesota
$1.01M
SP
836
Symmetry Partners
Connecticut
$1.01M
ATC
837
Adirondack Trust Company
New York
$995K
EWA
838
Elevate Wealth Advisory
Georgia
$990K
PG
839
Patten Group
Tennessee
$989K
EFG
840
Embree Financial Group
Illinois
$987K
DWM
841
Dakota Wealth Management
Florida
$979K
UB
842
Umpqua Bank
Oregon
$977K
CGPCS
843
Capital Group Private Client Services
California
$973K
JSSH
844
J. Safra Sarasin Holding
$968K
BFC
845
Bedel Financial Consulting
Indiana
$967K
WP
846
WealthShield Partners
North Carolina
$965K
BWL
847
Bogart Wealth LLC
Virginia
$957K
LT
848
Legacy Trust
Michigan
$956K
LAM
849
Lakewood Asset Management
Illinois
$954K
HSWS
850
Higgins & Schmidt Wealth Strategies
Colorado
$954K