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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
RCAG
351
Rehmann Capital Advisory Group
Michigan
$5.1M
GVAG
352
Great Valley Advisor Group
Delaware
$5.05M
SFM
353
Signet Financial Management
New Jersey
$5.04M
HCA
354
Heck Capital Advisors
Wisconsin
$5.04M
AG
355
AlTi Global
New York
$5.04M
Renaissance Technologies
356
Renaissance Technologies
New York
$5.01M
HWA
357
Hillcrest Wealth Advisors
New Jersey
$5M
IWM
358
IHT Wealth Management
Illinois
$4.97M
FWP
359
Fiduciary Wealth Partners
Massachusetts
$4.96M
DWT
360
Dorsey & Whitney Trust
South Dakota
$4.94M
JFG
361
JMG Financial Group
Illinois
$4.94M
AWA
362
Alta Wealth Advisors
Massachusetts
$4.89M
AFCM
363
Applied Finance Capital Management
Puerto Rico
$4.87M
PWA
364
Provenance Wealth Advisors
Florida
$4.83M
PCM
365
Pointe Capital Management
Michigan
$4.82M
SYBT
366
Stock Yards Bank & Trust
Kentucky
$4.81M
GRP
367
Global Retirement Partners
California
$4.8M
BFM
368
Broadview Financial Management
Wisconsin
$4.79M
NEPWA
369
New England Private Wealth Advisors
Massachusetts
$4.78M
DPI
370
Diversified Portfolios Inc
Michigan
$4.78M
UB
371
UMB Bank
Missouri
$4.78M
SI
372
Saxon Interests
Texas
$4.76M
VA
373
Valmark Advisers
Ohio
$4.67M
FMC
374
First Merchants Corp
Indiana
$4.65M
PI
375
PineBridge Investments
New York
$4.63M