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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
GPFA
476
Game Plan Financial Advisors
Ohio
$3.04M
BCM
477
Becker Capital Management
Oregon
$3.03M
TDWM
478
Topel & Distasi Wealth Management
California
$3.02M
WWM
479
Western Wealth Management
Colorado
$3.02M
NAM
480
NTV Asset Management
West Virginia
$2.97M
AAS
481
Ameritas Advisory Services
Nebraska
$2.95M
AIM
482
Allen Investment Management
New York
$2.95M
GI
483
GAMMA Investing
California
$2.94M
NAAA
484
New Age Alpha Advisors
New York
$2.93M
EWM
485
EPG Wealth Management
Georgia
$2.92M
RI
486
Rinkey Investments
California
$2.91M
OC
487
Oarsman Capital
Wisconsin
$2.89M
CWM
488
Castle Wealth Management
Florida
$2.88M
LSA
489
Lion Street Advisors
Texas
$2.86M
AssetMark Inc
490
AssetMark Inc
California
$2.85M
PFA
491
Pure Financial Advisors
California
$2.85M
PFA
492
Pathway Financial Advisors
Vermont
$2.85M
BTW
493
Boston Trust Walden
Massachusetts
$2.84M
EWM
494
Evermay Wealth Management
Virginia
$2.83M
FLPIM
495
F.L. Putnam Investment Management
Massachusetts
$2.83M
GLA
496
Great Lakes Advisors
Illinois
$2.83M
AI
497
Accredited Investors
Minnesota
$2.83M
CWM
498
ClientFirst Wealth Management
Arkansas
$2.81M
AWP
499
Ascent Wealth Partners
New York
$2.81M
IAA
500
Ironsides Asset Advisors
North Carolina
$2.8M