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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
GIA
326
Gladstone Institutional Advisory
Florida
$5.82M
RTL
327
Red Tortoise LLC
Georgia
$5.79M
UWPG
328
Ullmann Wealth Partners Group
Florida
$5.78M
BP
329
Ballentine Partners
Massachusetts
$5.77M
HR
330
Hardy Reed
Mississippi
$5.76M
MMA
331
Miracle Mile Advisors
California
$5.74M
DI
332
Disciplined Investments
Oklahoma
$5.73M
TW
333
Towerpoint Wealth
California
$5.64M
BA
334
Brightwater Advisory
Florida
$5.62M
CWS
335
Confluence Wealth Services
Pennsylvania
$5.62M
BAMG
336
Brand Asset Management Group
Missouri
$5.62M
CB
337
Community Bank
New York
$5.55M
Principal Financial Group
338
Principal Financial Group
Iowa
$5.5M
RIL
339
Rothschild Investment LLC
Illinois
$5.49M
WTC
340
WhitTier Trust Company
Nevada
$5.47M
CB
341
Centennial Bank
Arkansas
$5.42M
Millennium Management
342
Millennium Management
New York
$5.37M
FAM
343
Forte Asset Management
New York
$5.36M
HDIM
344
Hanson & Doremus Investment Management
Vermont
$5.33M
AAM
345
Aureus Asset Management
Massachusetts
$5.3M
MCCA
346
Mill Creek Capital Advisors
Pennsylvania
$5.28M
Mackenzie Financial
347
Mackenzie Financial
Ontario, Canada
$5.21M
PW
348
Potentia Wealth
California
$5.18M
SIA
349
Stegner Investment Associates
Kentucky
$5.16M
PCIA
350
Prime Capital Investment Advisors
Kansas
$5.15M