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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
WA
101
Waverly Advisors
Alabama
$40.3M
SQA
102
Simon Quick Advisors
New Jersey
$38.8M
Lido Advisors
103
Lido Advisors
California
$37.7M
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$37.6M
RFC
105
Regions Financial Corp
Alabama
$36.9M
AO
106
Advisor OS
Illinois
$36.7M
SCB
107
Saudi Central Bank
Saudi Arabia
$36.2M
MA
108
MJP Associates
Connecticut
$35.9M
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$35M
AP
110
Americana Partners
Texas
$34.7M
KPWS
111
Kestra Private Wealth Services
Texas
$33.9M
LFWA
112
LBJ Family Wealth Advisors
Texas
$33.4M
WANY
113
Wealthspire Advisors (New York)
New York
$32.8M
CIAS
114
CFS Investment Advisory Services
New Jersey
$32.7M
WC
115
Waterloo Capital
Texas
$30.9M
KAS
116
Kestra Advisory Services
Texas
$30.8M
PFP
117
Pinnacle Financial Partners
Tennessee
$29.9M
PSP
118
Pacific Sage Partners
Washington
$29.8M
OS
119
Objectivity Squared
South Carolina
$29.8M
RIM
120
Ryan Investment Management
Colorado
$29.7M
CA
121
Clearstead Advisors
Ohio
$29.6M
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$29.4M
JE
123
JMAC Enterprises
Pennsylvania
$29.4M
NFG
124
Nadler Financial Group
Illinois
$29.2M
KeyBank National Association
125
KeyBank National Association
Ohio
$29.1M