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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
Betterment LLC
851
Betterment LLC
New York
$936K
RB
852
Renasant Bank
Mississippi
$934K
FBT
853
First Bank & Trust
South Dakota
$933K
RCA
854
Resonant Capital Advisors
Wisconsin
$929K
WCFA
855
Walkner Condon Financial Advisors
Wisconsin
$927K
1IA
856
1834 Investment Advisors
Wisconsin
$926K
GPA
857
Guidance Point Advisors
Massachusetts
$923K
PAS
858
PKS Advisory Services
New York
$906K
ANBT
859
American National Bank & Trust
Texas
$905K
RPWA
860
Regent Peak Wealth Advisors
Georgia
$900K
RW
861
Regimen Wealth
Georgia
$894K
MGIA
862
Matthew Goff Investment Advisor
Texas
$893K
AWM
863
Accurate Wealth Management
Florida
$891K
CB
864
Cadence Bank
Mississippi
$890K
FHA
865
Flagship Harbor Advisors
Massachusetts
$889K
RIG
866
RiverFront Investment Group
Virginia
$885K
VC
867
Veracity Capital
Georgia
$883K
MA
868
Mezzasalma Advisors
New Jersey
$882K
HFS
869
Hoge Financial Services
Pennsylvania
$882K
MPWT
870
MassMutual Private Wealth & Trust
Connecticut
$879K
MPW
871
Magnolia Private Wealth
Pennsylvania
$876K
BEI
872
Benjamin Edwards Inc
Missouri
$865K
BC
873
Barnett & Company
Tennessee
$863K
IWP
874
Invenio Wealth Partners
Florida
$863K
AF
875
Advisornet Financial
Minnesota
$862K