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iShares Russell 1000 Value ETF

1,738 hedge funds and large institutions have $51.9B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 550 increasing their positions, 618 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:

11% less funds holding in top 10

Funds holding in top 10: 10392 (-11)

11% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 618

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
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
PFBT
151
Parkside Financial Bank & Trust
Missouri
$21.3M
AC
152
AWM Capital
Arizona
$21.3M
SA
153
Sylvest Advisors
Texas
$21M
BWCS
154
Beirne Wealth Consulting Services
Connecticut
$20.9M
CA
155
Claro Advisors
Massachusetts
$20.7M
WCAMG
156
Woodard & Company Asset Management Group
North Carolina
$20.2M
WW
157
Westshore Wealth
California
$19.8M
BCM
158
BTC Capital Management
Iowa
$19.4M
PAS
159
Park Avenue Securities
New York
$19.3M
UCFA
160
United Capital Financial Advisors
Texas
$18.9M
IIC
161
Integrated Investment Consultants
Michigan
$18.7M
CWA
162
CM Wealth Advisors
Ohio
$18.7M
VA
163
VestGen Advisors
Illinois
$18.6M
GIA
164
GHP Investment Advisors
Colorado
$18.1M
OAM
165
Oppenheimer Asset Management
New York
$18M
ATPW
166
Ashton Thomas Private Wealth
Arizona
$18M
SWA
167
Stratos Wealth Advisors
Ohio
$17.9M
IFO
168
Independent Family Office
New York
$17.7M
Massachusetts Financial Services
169
Massachusetts Financial Services
Massachusetts
$17.5M
NFW
170
Noble Family Wealth
Florida
$17.3M
SW
171
SlateStone Wealth
Florida
$17.2M
SAM
172
Silvercrest Asset Management
New York
$17.2M
RFA
173
RTD Financial Advisors
Pennsylvania
$17M
KP
174
Keel Point
Alabama
$17M
HCC
175
Hirtle Callaghan & Co
Pennsylvania
$16.8M