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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
PWM
401
Perigon Wealth Management
California
$4.24M
CIA
402
Concurrent Investment Advisors
Florida
$4.23M
MFG
403
Magnus Financial Group
New York
$4.22M
CPRC
404
Consolidated Portfolio Review Corp
New York
$4.2M
SWM
405
Spire Wealth Management
Virginia
$4.15M
NCM
406
Next Capital Management
New York
$4.14M
SMC
407
Smith, Moore & Co
Missouri
$4.1M
Walleye Trading
408
Walleye Trading
New York
$4.07M
ET
409
Equitable Trust
Tennessee
$4.04M
SHF
410
Stage Harbor Financial
Massachusetts
$4.02M
GT
411
Glenview Trust
Kentucky
$4.01M
HFP
412
Holistic Financial Partners
Indiana
$3.99M
SCA
413
Stillwater Capital Advisors
Pennsylvania
$3.98M
WGC
414
Watts Gwilliam & Co
Arizona
$3.98M
TF
415
Tandem Financial
Colorado
$3.97M
BAM
416
Berkshire Asset Management
Pennsylvania
$3.89M
MCWS
417
McKinley Carter Wealth Services
West Virginia
$3.89M
FFG
418
Fiduciary Financial Group
California
$3.88M
DADC
419
D.A. Davidson & Co
Montana
$3.87M
SWGC
420
Summit Wealth Group (Colorado)
Colorado
$3.87M
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
$3.85M
1WM
422
1900 Wealth Management
Texas
$3.84M
WP
423
Wealthspan Partners
Iowa
$3.83M
SWA
424
Serenus Wealth Advisors
California
$3.83M
AIM
425
Acropolis Investment Management
Missouri
$3.82M