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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
AGC
901
Aspen Grove Capital
Colorado
$826K
CAG
902
Crestwood Advisors Group
Massachusetts
$825K
KLI
903
Kelman-Lazarov Inc
Tennessee
$824K
RA
904
Rodgers & Associates
Pennsylvania
$824K
OAM
905
Occidental Asset Management
California
$822K
SA
906
Sovran Advisors
California
$822K
BWP
907
Balboa Wealth Partners
Arizona
$821K
SPC
908
Sigma Planning Corp
Michigan
$817K
RSWM
909
Robertson Stephens Wealth Management
California
$816K
AFA
910
Alpha Financial Advisors
North Carolina
$815K
LCM
911
Logan Capital Management
Pennsylvania
$814K
BAM
912
Bosun Asset Management
Illinois
$814K
JIR
913
James Investment Research
Ohio
$814K
CCA
914
Cypress Capital Advisors
Tennessee
$810K
CA
915
Continuum Advisory
Idaho
$806K
EIA
916
Edgemoor Investment Advisors
Maryland
$804K
CFO
917
CVA Family Office
Colorado
$804K
DPW
918
DiNuzzo Private Wealth
Pennsylvania
$798K
DCA
919
DSG Capital Advisors
Minnesota
$795K
Renaissance Technologies
920
Renaissance Technologies
New York
$794K
CFP
921
Curran Financial Partners
South Carolina
$794K
JBA
922
Johnson Bixby & Associates
Washington
$790K
BF
923
Baring Financial
Washington
$788K
FUBT
924
First United Bank & Trust
Maryland
$787K
MAM
925
MWA Asset Management
Massachusetts
$784K