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iShares Russell 1000 Value ETF

1,710 hedge funds and large institutions have $50B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 575 increasing their positions, 573 reducing their positions, and 89 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)

3.11% less ownership

Funds ownership: 81.73%78.62% (-3.1%)

87% less call options, than puts

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

Holders
1,710
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
AC
251
Apella Capital
Connecticut
$8.75M
MIM
252
MetLife Investment Management
New Jersey
$8.64M
OFS
253
Oldfather Financial Services
Nebraska
$8.52M
RWM
254
Ritholtz Wealth Management
New York
$8.5M
AF
255
Allworth Financial
California
$8.49M
VFA
256
Valeo Financial Advisors
Indiana
$8.49M
HNB
257
Huntington National Bank
Ohio
$8.48M
OFG
258
Oxford Financial Group
Indiana
$8.43M
QC
259
Quent Capital
New York
$8.37M
SWM
260
Segment Wealth Management
Texas
$8.35M
NA
261
Nottingham Advisors
New York
$8.35M
Susquehanna International Group
262
Susquehanna International Group
Pennsylvania
$8.32M
R
263
Rebalance
California
$8.3M
WFA
264
Wellspring Financial Advisors
Ohio
$8.22M
SHWM
265
Smith & Howard Wealth Management
Georgia
$8.19M
SC
266
Sierra Capital
Florida
$8.15M
QCM
267
Quantinno Capital Management
New York
$7.95M
BBHC
268
Brown Brothers Harriman & Co
New York
$7.94M
Legal & General Group
269
Legal & General Group
United Kingdom
$7.92M
Thrivent Financial for Lutherans
270
Thrivent Financial for Lutherans
Minnesota
$7.9M
AFP
271
Ausdal Financial Partners
Iowa
$7.89M
HSA
272
HBK Sorce Advisory
Pennsylvania
$7.71M
PA
273
Parallel Advisors
California
$7.68M
ASW
274
Astoria Strategic Wealth
Texas
$7.61M
WB
275
Webster Bank
Connecticut
$7.6M