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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
BP
326
Ballentine Partners
Massachusetts
$5.77M
HR
327
Hardy Reed
Mississippi
$5.76M
MMA
328
Miracle Mile Advisors
California
$5.74M
DI
329
Disciplined Investments
Oklahoma
$5.73M
TW
330
Towerpoint Wealth
California
$5.64M
BA
331
Brightwater Advisory
Florida
$5.62M
CWS
332
Confluence Wealth Services
Pennsylvania
$5.62M
BAMG
333
Brand Asset Management Group
Missouri
$5.62M
CB
334
Community Bank
New York
$5.55M
Principal Financial Group
335
Principal Financial Group
Iowa
$5.5M
RIL
336
Rothschild Investment LLC
Illinois
$5.49M
WTC
337
WhitTier Trust Company
Nevada
$5.47M
CB
338
Centennial Bank
Arkansas
$5.42M
Millennium Management
339
Millennium Management
New York
$5.37M
FAM
340
Forte Asset Management
New York
$5.36M
HDIM
341
Hanson & Doremus Investment Management
Vermont
$5.33M
AAM
342
Aureus Asset Management
Massachusetts
$5.3M
MCCA
343
Mill Creek Capital Advisors
Pennsylvania
$5.28M
Mackenzie Financial
344
Mackenzie Financial
Ontario, Canada
$5.21M
PW
345
Potentia Wealth
California
$5.18M
SIA
346
Stegner Investment Associates
Kentucky
$5.16M
PCIA
347
Prime Capital Investment Advisors
Kansas
$5.15M
SCM
348
SOL Capital Management
Maryland
$5.13M
ONB
349
Old National Bancorp
Indiana
$5.12M
PWPS
350
Pinnacle Wealth Planning Services
Ohio
$5.1M