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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
CA
1151
Centerpoint Advisors
Massachusetts
$442K
HBWM
1152
Hollow Brook Wealth Management
New York
$442K
PCTC
1153
Perkins Coie Trust Company
Washington
$440K
AWP
1154
Accretive Wealth Partners
New Jersey
$440K
NAS
1155
NWF Advisory Services
California
$439K
GC
1156
Gibson Capital
Pennsylvania
$437K
SFP
1157
Strategic Financial Partners
Oregon
$436K
OFS
1158
Orrstown Financial Services
Pennsylvania
$436K
SWM
1159
Sentinel Wealth Management
Virginia
$435K
PWM
1160
Power Wealth Management
Georgia
$434K
SCM
1161
Sterling Capital Management
North Carolina
$434K
BIAS
1162
Beacon Investment Advisory Services
New Jersey
$433K
WAM
1163
Weatherly Asset Management
California
$433K
RDFA
1164
Ritter Daniher Financial Advisory
Ohio
$431K
AA
1165
Advisory Alpha
Michigan
$430K
AAG
1166
Armstrong Advisory Group
Massachusetts
$429K
HT
1167
Headlands Technologies
Illinois
$429K
WH
1168
Willner & Heller
California
$428K
GAG
1169
GM Advisory Group
New York
$428K
EWA
1170
Evolution Wealth Advisors
Florida
$427K
MC
1171
McCarthy & Cox
Ohio
$425K
LKWM
1172
Lee-Kelleher Wealth Management
Maryland
$424K
Russell Investments Group
1173
Russell Investments Group
United Kingdom
$420K
DDPIC
1174
Deroy & Devereaux Private Investment Counsel
Michigan
$419K
RDWM
1175
Red Door Wealth Management
Tennessee
$419K