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iShares Russell 1000 Value ETF

1,713 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, 574 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)

3.06% less ownership

Funds ownership: 81.73%78.67% (-3.1%)

87% less call options, than puts

Call options by funds: $138M | Put options by funds: $1.07B

Holders
1,713
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
RFA
426
Resurgent Financial Advisors
Georgia
$3.82M
HIA
427
Harbor Investment Advisory
Maryland
$3.8M
FPAS
428
Focus Partners Advisor Solutions
Missouri
$3.8M
BOJHT
429
Bank of Jackson Hole Trust
Wyoming
$3.78M
SIA
430
Summit Investment Advisors
Maryland
$3.77M
SIAS
431
Summit Investment Advisory Services
Minnesota
$3.76M
FWMP
432
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.71M
DFS
433
Dixon Fnancial Services
California
$3.68M
WAG
434
Winthrop Advisory Group
Massachusetts
$3.66M
TPWA
435
TRUE Private Wealth Advisors
Oregon
$3.66M
CAM
436
Carret Asset Management
New York
$3.65M
SFG
437
Sage Financial Group
Pennsylvania
$3.62M
DS
438
DRW Securities
Illinois
$3.6M
SLT
439
St Louis Trust
Missouri
$3.57M
OWM
440
Opes Wealth Management
California
$3.57M
BB
441
Busey Bank
Illinois
$3.55M
NS
442
NBC Securities
Alabama
$3.53M
KWM
443
Kingsview Wealth Management
Oregon
$3.48M
AWA
444
Aaron Wealth Advisors
Illinois
$3.48M
PPWP
445
Premier Path Wealth Partners
New Jersey
$3.47M
GF
446
Goodman Financial
Texas
$3.46M
CIS
447
Custom Index Systems
New York
$3.46M
EFS
448
Essex Financial Services
Connecticut
$3.45M
IA
449
IFP Advisors
Florida
$3.43M
BIS
450
BG Investment Services
Guam
$3.43M