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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
EPAM
1551
Evelyn Partners Asset Management
$152K
GWSG
1552
GPS Wealth Strategies Group
Colorado
$151K
FPF
1553
First Pacific Financial
Washington
$151K
HBT
1554
Hills Bank & Trust
Iowa
$148K
CCM
1555
Cloud Capital Management
Washington
$143K
TWC
1556
TD Waterhouse Canada
Ontario, Canada
$141K
SIP
1557
Sellwood Investment Partners
Oregon
$134K
VC
1558
Vestor Capital
Illinois
$134K
PP
1559
Pacifica Partners
Canada
$134K
CSC
1560
Caldwell Sutter Capital
California
$132K
CFD
1561
Creative Financial Designs
Indiana
$128K
MG
1562
MilWealth Group
Wisconsin
$126K
CAIM
1563
Catherine Avery Investment Management
Florida
$121K
WWM
1564
Wolff Wiese Magana
California
$119K
PCM
1565
Palouse Capital Management
Washington
$117K
WWA
1566
Wealth Watch Advisors
Colorado
$114K
AT
1567
Avalon Trust
New Mexico
$114K
MDCM
1568
Morgan Dempsey Capital Management
Wisconsin
$114K
STB
1569
S&T Bank
Pennsylvania
$112K
ETS
1570
ESL Trust Services
New York
$109K
WPA
1571
West Paces Advisors
Georgia
$108K
SFC
1572
SYM Financial Corp
Indiana
$107K
CF
1573
Collier Financial
Colorado
$106K
PWM
1574
Provident Wealth Management
Tennessee
$105K
MNA
1575
Manning & Napier Advisors
New York
$103K