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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
SPIA
76
Steward Partners Investment Advisory
New York
$62.5M
N
77
Nuveen
North Carolina
$61.5M
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$59.3M
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$59.3M
CAM
80
Cresset Asset Management
Illinois
$59M
CP
81
Covenant Partners
Tennessee
$58.7M
PWM
82
Paulson Wealth Management
Illinois
$57.3M
BIM
83
Bridges Investment Management
Nebraska
$55.6M
FWM
84
FSA Wealth Management
Massachusetts
$54.5M
FBFS
85
First Business Financial Services
Wisconsin
$54M
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$53.6M
BPWM
87
Badgley Phelps Wealth Managers
Washington
$49.6M
CI
88
CX Institutional
Indiana
$49.2M
William Blair & Company
89
William Blair & Company
Illinois
$48.4M
WRTC
90
Wind River Trust Company
Wyoming
$47.6M
BPA
91
Beacon Pointe Advisors
California
$47.2M
MWM
92
Mission Wealth Management
California
$46.5M
FAM
93
Flaharty Asset Management
Florida
$45.2M
Cerity Partners
94
Cerity Partners
New York
$43.7M
CFM
95
Comprehensive Financial Management
California
$42.8M
MFIM
96
Mesirow Financial Investment Management
Illinois
$42.6M
RZH
97
Relyea Zuckerberg Hanson
Connecticut
$42.3M
HWM
98
HB Wealth Management
Georgia
$42.1M
EIC
99
Equity Investment Corp
Georgia
$41.5M
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$40.9M