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