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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
VA
376
Valmark Advisers
Ohio
$4.67M
FMC
377
First Merchants Corp
Indiana
$4.65M
PI
378
PineBridge Investments
New York
$4.63M
TWP
379
Total Wealth Planning
Ohio
$4.62M
TLA
380
Tanglewood Legacy Advisors
Texas
$4.6M
ACA
381
Anchor Capital Advisors
Massachusetts
$4.6M
RCA
382
Riverview Capital Advisers
Massachusetts
$4.6M
CA
383
Cornerstone Advisory
Maryland
$4.59M
CM
384
Columbus Macro
Pennsylvania
$4.58M
TWM
385
Tolleson Wealth Management
Texas
$4.57M
MA
386
Mutual Advisors
Nebraska
$4.55M
GSWM
387
Golden State Wealth Management
California
$4.54M
OCM
388
One Capital Management
California
$4.53M
AUB
389
Atlantic Union Bankshares
Virginia
$4.47M
CGL
390
Clarius Group LLC
Washington
$4.43M
TFA
391
TPG Financial Advisors
Oregon
$4.43M
SFA
392
Sequoia Financial Advisors
Ohio
$4.42M
MMG
393
Monetary Management Group
Missouri
$4.41M
HCMT
394
Highland Capital Management (Tennessee)
Tennessee
$4.4M
AMG
395
Asset Management Group
Connecticut
$4.33M
FWCM
396
Ferguson Wellman Capital Management
Oregon
$4.28M
FA
397
Flagstar Advisors
New York
$4.28M
DIP
398
DT Investment Partners
Pennsylvania
$4.28M
FA
399
FC Advisory
Pennsylvania
$4.27M
WAL
400
W Advisors LLC
Tennessee
$4.25M