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iShares Russell 1000 Value ETF

1,720 hedge funds and large institutions have $50.1B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 579 increasing their positions, 573 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

1% less funds holding in top 10

Funds holding in top 10: 104103 (-1)

3.07% less ownership

Funds ownership: 81.77%78.7% (-3.1%)

87% less call options, than puts

Call options by funds: $138M | Put options by funds: $1.07B

Holders
1,720
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$138M
Puts
$1.07B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oppenheimer & Co
New York
$11M
HTC
227
Haverford Trust Company
Pennsylvania
$11M
UBS AM
228
UBS AM
Illinois
$11M
FWM
229
FMA Wealth Management
Massachusetts
$10.9M
VWA
230
Visionary Wealth Advisors
Illinois
$10.8M
CPIG
231
Chicago Partners Investment Group
Illinois
$10.7M
Kayne Anderson Rudnick Investment Management
232
Kayne Anderson Rudnick Investment Management
California
$10.6M
GIM
233
Goelzer Investment Management
Indiana
$10.3M
JFG
234
Jefferies Financial Group
New York
$10.3M
Bessemer Group
235
Bessemer Group
New Jersey
$10.2M
MG
236
Mather Group
Illinois
$10M
GAM
237
Gotham Asset Management
New York
$10M
MCM
238
Morton Capital Management
California
$10M
NOI
239
Newton One Investments
Delaware
$10M
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$10M
NGA
241
Naples Global Advisors
Florida
$9.93M
NW
242
NewEdge Wealth
Pennsylvania
$9.49M
AWMNH
243
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.42M
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$9.4M
JWA
245
JFS Wealth Advisors
Pennsylvania
$9.33M
Allspring Global Investments
246
Allspring Global Investments
North Carolina
$9.19M
TWM
247
Tradition Wealth Management
Minnesota
$9.16M
JIC
248
Johnson Investment Counsel
Ohio
$9.14M
BTI
249
Blue Trust Inc
Georgia
$9.14M
HW
250
Hancock Whitney
Mississippi
$9.01M