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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
ACP
426
Argyle Capital Partners
California
$3.82M
AWS
427
Atria Wealth Solutions
New York
$3.82M
RFA
428
Resurgent Financial Advisors
Georgia
$3.82M
HIA
429
Harbor Investment Advisory
Maryland
$3.8M
FPAS
430
Focus Partners Advisor Solutions
Missouri
$3.8M
BOJHT
431
Bank of Jackson Hole Trust
Wyoming
$3.78M
SIA
432
Summit Investment Advisors
Maryland
$3.77M
FWMP
433
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.71M
DFS
434
Dixon Fnancial Services
California
$3.68M
WAG
435
Winthrop Advisory Group
Massachusetts
$3.66M
TPWA
436
TRUE Private Wealth Advisors
Oregon
$3.66M
CAM
437
Carret Asset Management
New York
$3.65M
SFG
438
Sage Financial Group
Pennsylvania
$3.62M
DS
439
DRW Securities
Illinois
$3.6M
SLT
440
St Louis Trust
Missouri
$3.57M
OWM
441
Opes Wealth Management
California
$3.57M
BB
442
Busey Bank
Illinois
$3.55M
NS
443
NBC Securities
Alabama
$3.53M
KWM
444
Kingsview Wealth Management
Oregon
$3.48M
AWA
445
Aaron Wealth Advisors
Illinois
$3.48M
PPWP
446
Premier Path Wealth Partners
New Jersey
$3.47M
GF
447
Goodman Financial
Texas
$3.46M
CIS
448
Custom Index Systems
New York
$3.46M
EFS
449
Essex Financial Services
Connecticut
$3.45M
IA
450
IFP Advisors
Florida
$3.43M