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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
ATI
301
ARK & TLK Investments
Oklahoma
$6.51M
RBCM
302
Raub Brock Capital Management
California
$6.5M
Vanguard Group
303
Vanguard Group
Pennsylvania
$6.48M
JHU
304
Johns Hopkins University
Maryland
$6.47M
SW
305
Simplicity Wealth
New Jersey
$6.43M
Deutsche Bank
306
Deutsche Bank
Germany
$6.41M
SWP
307
Stratos Wealth Partners
Ohio
$6.37M
DAS
308
Dynamic Advisor Solutions
Arizona
$6.37M
EB
309
Eastern Bank
Massachusetts
$6.32M
SEI Investments
310
SEI Investments
Pennsylvania
$6.27M
BAAM
311
Baker Avenue Asset Management
California
$6.27M
AI
312
Auour Investments
Massachusetts
$6.24M
SFS
313
Sowell Financial Services
Arkansas
$6.23M
LW
314
Linscomb Wealth
Texas
$6.19M
PFS
315
Prospera Financial Services
Texas
$6.18M
WFS
316
Widmann Financial Services
Maryland
$6.15M
CGA
317
Crescent Grove Advisors
Illinois
$6.12M
Loomis, Sayles & Company
318
Loomis, Sayles & Company
Massachusetts
$6.11M
WT
319
Whittier Trust
California
$6.11M
QCG
320
Quadrant Capital Group
Ohio
$6.08M
HCA
321
Harbour Capital Advisors
Virginia
$6.06M
SCA
322
Snowden Capital Advisors
New York
$6.05M
FTWA
323
Fifth Third Wealth Advisors
Ohio
$5.92M
WSFS
324
Wilmington Savings Fund Society
Delaware
$5.91M
RhumbLine Advisers
325
RhumbLine Advisers
Massachusetts
$5.84M