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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
BIS
451
BG Investment Services
Guam
$3.43M
CWMK
452
Caliber Wealth Management (Kansas)
Kansas
$3.38M
MFG
453
Merit Financial Group
Georgia
$3.37M
CSP
454
Cary Street Partners
Virginia
$3.36M
MCM
455
Mainstream Capital Management
California
$3.35M
TFA
456
Tobias Financial Advisors
Florida
$3.33M
IWA
457
Icon Wealth Advisors
Texas
$3.31M
AI
458
Arvest Investments
Arkansas
$3.31M
AWM
459
Aprio Wealth Management
Georgia
$3.29M
ACA
460
Affinity Capital Advisors
California
$3.26M
DWP
461
Destiny Wealth Partners
Florida
$3.26M
ACIM
462
Azimuth Capital Investment Management
Michigan
$3.19M
QWM
463
Quadcap Wealth Management
Texas
$3.19M
TSW
464
Thompson Siegel & Walmsley
Virginia
$3.18M
DSC
465
Donald Smith & Co
New York
$3.17M
AWM
466
Avior Wealth Management
Nebraska
$3.15M
DIA
467
Dana Investment Advisors
Wisconsin
$3.14M
ATC
468
Argent Trust Co
Tennessee
$3.12M
TFCP
469
Twin Focus Capital Partners
Massachusetts
$3.1M
AA
470
Ancora Advisors
Ohio
$3.09M
SWA
471
SOA Wealth Advisors
New York
$3.08M
ASC
472
Atalanta Sosnoff Capital
New York
$3.07M
GBT
473
Grove Bank & Trust
Florida
$3.06M
PA
474
Procyon Advisors
Connecticut
$3.05M
CCM
475
Colorado Capital Management
Colorado
$3.04M