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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
SA
151
Sylvest Advisors
Texas
$21M
BWCS
152
Beirne Wealth Consulting Services
Connecticut
$20.9M
CA
153
Claro Advisors
Massachusetts
$20.7M
WCAMG
154
Woodard & Company Asset Management Group
North Carolina
$20.2M
WW
155
Westshore Wealth
California
$19.8M
BCM
156
BTC Capital Management
Iowa
$19.4M
PAS
157
Park Avenue Securities
New York
$19.3M
UCFA
158
United Capital Financial Advisors
Texas
$18.9M
IIC
159
Integrated Investment Consultants
Michigan
$18.7M
CWA
160
CM Wealth Advisors
Ohio
$18.7M
VA
161
VestGen Advisors
Illinois
$18.6M
GIA
162
GHP Investment Advisors
Colorado
$18.1M
OAM
163
Oppenheimer Asset Management
New York
$18M
ATPW
164
Ashton Thomas Private Wealth
Arizona
$18M
SWA
165
Stratos Wealth Advisors
Ohio
$17.9M
IFO
166
Independent Family Office
New York
$17.7M
Massachusetts Financial Services
167
Massachusetts Financial Services
Massachusetts
$17.5M
NFW
168
Noble Family Wealth
Florida
$17.3M
SW
169
SlateStone Wealth
Florida
$17.2M
SAM
170
Silvercrest Asset Management
New York
$17.2M
RFA
171
RTD Financial Advisors
Pennsylvania
$17M
HCC
172
Hirtle Callaghan & Co
Pennsylvania
$16.8M
P
173
&Partners
Tennessee
$16.8M
AG
174
Ascent Group
Virginia
$16.4M
MA
175
Montag & Associates
Georgia
$16.2M