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iShares Russell 1000 Value ETF

1,712 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, 576 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
1,712
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
JHU
301
Johns Hopkins University
Maryland
$6.47M
SW
302
Simplicity Wealth
New Jersey
$6.43M
Deutsche Bank
303
Deutsche Bank
Germany
$6.41M
SWP
304
Stratos Wealth Partners
Ohio
$6.37M
DAS
305
Dynamic Advisor Solutions
Arizona
$6.37M
EB
306
Eastern Bank
Massachusetts
$6.32M
SEI Investments
307
SEI Investments
Pennsylvania
$6.27M
BAAM
308
Baker Avenue Asset Management
California
$6.27M
AI
309
Auour Investments
Massachusetts
$6.24M
SFS
310
Sowell Financial Services
Arkansas
$6.23M
LW
311
Linscomb Wealth
Texas
$6.19M
PFS
312
Prospera Financial Services
Texas
$6.18M
WFS
313
Widmann Financial Services
Maryland
$6.15M
CGA
314
Crescent Grove Advisors
Illinois
$6.12M
Loomis, Sayles & Company
315
Loomis, Sayles & Company
Massachusetts
$6.11M
WT
316
Whittier Trust
California
$6.11M
QCG
317
Quadrant Capital Group
Ohio
$6.08M
HCA
318
Harbour Capital Advisors
Virginia
$6.06M
SCA
319
Snowden Capital Advisors
New York
$6.05M
FTWA
320
Fifth Third Wealth Advisors
Ohio
$5.92M
WSFS
321
Wilmington Savings Fund Society
Delaware
$5.91M
RhumbLine Advisers
322
RhumbLine Advisers
Massachusetts
$5.84M
GIA
323
Gladstone Institutional Advisory
Florida
$5.82M
RTL
324
Red Tortoise LLC
Georgia
$5.79M
UWPG
325
Ullmann Wealth Partners Group
Florida
$5.78M