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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
BCG
1151
Bravias Capital Group
New Jersey
$446K
OIM
1152
Oder Investment Management
California
$444K
PPW
1153
Pasadena Private Wealth
California
$443K
WSWA
1154
Warren Street Wealth Advisors
California
$443K
SP
1155
Stablepoint Partners
Massachusetts
$443K
CA
1156
Centerpoint Advisors
Massachusetts
$442K
HBWM
1157
Hollow Brook Wealth Management
New York
$442K
PCTC
1158
Perkins Coie Trust Company
Washington
$440K
AWP
1159
Accretive Wealth Partners
New Jersey
$440K
NAS
1160
NWF Advisory Services
California
$439K
GC
1161
Gibson Capital
Pennsylvania
$437K
SFP
1162
Strategic Financial Partners
Oregon
$436K
OFS
1163
Orrstown Financial Services
Pennsylvania
$436K
SWM
1164
Sentinel Wealth Management
Virginia
$435K
PWM
1165
Power Wealth Management
Georgia
$434K
SCM
1166
Sterling Capital Management
North Carolina
$434K
BIAS
1167
Beacon Investment Advisory Services
New Jersey
$433K
WAM
1168
Weatherly Asset Management
California
$433K
RDFA
1169
Ritter Daniher Financial Advisory
Ohio
$431K
AA
1170
Advisory Alpha
Michigan
$430K
AAG
1171
Armstrong Advisory Group
Massachusetts
$429K
HT
1172
Headlands Technologies
Illinois
$429K
WH
1173
Willner & Heller
California
$428K
GAG
1174
GM Advisory Group
New York
$428K
EWA
1175
Evolution Wealth Advisors
Florida
$427K