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iShares Russell 1000 Value ETF

1,730 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, 550 increasing their positions, 614 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: 550 | Existing positions reduced: 614

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
1,730
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
Sanctuary Advisors
Indiana
$21M
SA
152
Sylvest Advisors
Texas
$21M
BWCS
153
Beirne Wealth Consulting Services
Connecticut
$20.9M
CA
154
Claro Advisors
Massachusetts
$20.7M
WCAMG
155
Woodard & Company Asset Management Group
North Carolina
$20.2M
WW
156
Westshore Wealth
California
$19.8M
BCM
157
BTC Capital Management
Iowa
$19.4M
PAS
158
Park Avenue Securities
New York
$19.3M
UCFA
159
United Capital Financial Advisors
Texas
$18.9M
IIC
160
Integrated Investment Consultants
Michigan
$18.7M
CWA
161
CM Wealth Advisors
Ohio
$18.7M
VA
162
VestGen Advisors
Illinois
$18.6M
GIA
163
GHP Investment Advisors
Colorado
$18.1M
OAM
164
Oppenheimer Asset Management
New York
$18M
ATPW
165
Ashton Thomas Private Wealth
Arizona
$18M
SWA
166
Stratos Wealth Advisors
Ohio
$17.9M
IFO
167
Independent Family Office
New York
$17.7M
Massachusetts Financial Services
168
Massachusetts Financial Services
Massachusetts
$17.5M
NFW
169
Noble Family Wealth
Florida
$17.3M
SW
170
SlateStone Wealth
Florida
$17.2M
SAM
171
Silvercrest Asset Management
New York
$17.2M
RFA
172
RTD Financial Advisors
Pennsylvania
$17M
KP
173
Keel Point
Alabama
$17M
HCC
174
Hirtle Callaghan & Co
Pennsylvania
$16.8M
P
175
&Partners
Tennessee
$16.8M