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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
RA
901
Rodgers & Associates
Pennsylvania
$824K
OAM
902
Occidental Asset Management
California
$822K
SA
903
Sovran Advisors
California
$822K
BWP
904
Balboa Wealth Partners
Arizona
$821K
SPC
905
Sigma Planning Corp
Michigan
$817K
RSWM
906
Robertson Stephens Wealth Management
California
$816K
AFA
907
Alpha Financial Advisors
North Carolina
$815K
LCM
908
Logan Capital Management
Pennsylvania
$814K
BAM
909
Bosun Asset Management
Illinois
$814K
JIR
910
James Investment Research
Ohio
$814K
CCA
911
Cypress Capital Advisors
Tennessee
$810K
CA
912
Continuum Advisory
Idaho
$806K
EIA
913
Edgemoor Investment Advisors
Maryland
$804K
CFO
914
CVA Family Office
Colorado
$804K
DPW
915
DiNuzzo Private Wealth
Pennsylvania
$798K
DCA
916
DSG Capital Advisors
Minnesota
$795K
Renaissance Technologies
917
Renaissance Technologies
New York
$794K
CFP
918
Curran Financial Partners
South Carolina
$794K
VCM
919
Virtue Capital Management
Tennessee
$793K
JBA
920
Johnson Bixby & Associates
Washington
$790K
BF
921
Baring Financial
Washington
$788K
FUBT
922
First United Bank & Trust
Maryland
$787K
MAM
923
MWA Asset Management
Massachusetts
$784K
RF
924
Roxbury Financial
New Jersey
$783K
TPI
925
Trust Point Inc
Wisconsin
$781K