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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
FCP
251
Fidelis Capital Partners
Florida
$8.97M
DT
252
Diversified Trust
Tennessee
$8.92M
AC
253
Apella Capital
Connecticut
$8.75M
MIM
254
MetLife Investment Management
New Jersey
$8.64M
OFS
255
Oldfather Financial Services
Nebraska
$8.52M
RWM
256
Ritholtz Wealth Management
New York
$8.5M
AF
257
Allworth Financial
California
$8.49M
VFA
258
Valeo Financial Advisors
Indiana
$8.49M
HNB
259
Huntington National Bank
Ohio
$8.48M
OFG
260
Oxford Financial Group
Indiana
$8.43M
QC
261
Quent Capital
New York
$8.37M
SWM
262
Segment Wealth Management
Texas
$8.35M
NA
263
Nottingham Advisors
New York
$8.35M
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$8.32M
R
265
Rebalance
California
$8.3M
WFA
266
Wellspring Financial Advisors
Ohio
$8.22M
SHWM
267
Smith & Howard Wealth Management
Georgia
$8.19M
SC
268
Sierra Capital
Florida
$8.15M
QCM
269
Quantinno Capital Management
New York
$7.95M
BBHC
270
Brown Brothers Harriman & Co
New York
$7.94M
Legal & General Group
271
Legal & General Group
United Kingdom
$7.92M
Thrivent Financial for Lutherans
272
Thrivent Financial for Lutherans
Minnesota
$7.9M
AFP
273
Ausdal Financial Partners
Iowa
$7.89M
HSA
274
HBK Sorce Advisory
Pennsylvania
$7.71M
PA
275
Parallel Advisors
California
$7.68M