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iShares Russell 1000 Value ETF

1,738 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, 550 increasing their positions, 618 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: 10392 (-11)

11% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 618

94% less call options, than puts

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

Holders
1,738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
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
CAG
901
Crestwood Advisors Group
Massachusetts
$825K
KLI
902
Kelman-Lazarov Inc
Tennessee
$824K
RA
903
Rodgers & Associates
Pennsylvania
$824K
OAM
904
Occidental Asset Management
California
$822K
SA
905
Sovran Advisors
California
$822K
BWP
906
Balboa Wealth Partners
Arizona
$821K
SPC
907
Sigma Planning Corp
Michigan
$817K
RSWM
908
Robertson Stephens Wealth Management
California
$816K
AFA
909
Alpha Financial Advisors
North Carolina
$815K
LCM
910
Logan Capital Management
Pennsylvania
$814K
BAM
911
Bosun Asset Management
Illinois
$814K
JIR
912
James Investment Research
Ohio
$814K
CCA
913
Cypress Capital Advisors
Tennessee
$810K
CA
914
Continuum Advisory
Idaho
$806K
EIA
915
Edgemoor Investment Advisors
Maryland
$804K
CFO
916
CVA Family Office
Colorado
$804K
DPW
917
DiNuzzo Private Wealth
Pennsylvania
$798K
DCA
918
DSG Capital Advisors
Minnesota
$795K
Renaissance Technologies
919
Renaissance Technologies
New York
$794K
CFP
920
Curran Financial Partners
South Carolina
$794K
JBA
921
Johnson Bixby & Associates
Washington
$790K
BF
922
Baring Financial
Washington
$788K
FUBT
923
First United Bank & Trust
Maryland
$787K
MAM
924
MWA Asset Management
Massachusetts
$784K
RF
925
Roxbury Financial
New Jersey
$783K