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iShares Russell 1000 Value ETF

1,715 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, 577 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
1,715
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
PWP
526
Precedent Wealth Partners
Texas
$2.56M
CWM
527
Cahaba Wealth Management
Georgia
$2.55M
CVA
528
Central Valley Advisors
California
$2.52M
GA
529
GFS Advisors
Texas
$2.51M
FFN
530
Focus Financial Network
Minnesota
$2.49M
AWM
531
Axxcess Wealth Management
California
$2.49M
GSAM
532
Grant Street Asset Management
Pennsylvania
$2.49M
FFA
533
Founders Financial Alliance
North Carolina
$2.48M
WWA
534
WCG Wealth Advisors
Nevada
$2.46M
D
535
Dentgroup
Louisiana
$2.45M
BWM
536
BigSur Wealth Management
Florida
$2.45M
FFG
537
Fortress Financial Group
Minnesota
$2.44M
FFM
538
Forum Financial Management
Illinois
$2.4M
OPCM
539
Osborne Partners Capital Management
California
$2.37M
NB
540
Nicolet Bankshares
Wisconsin
$2.37M
AFG
541
Allegheny Financial Group
Pennsylvania
$2.37M
JWM
542
JFG Wealth Management
Colorado
$2.36M
DFG
543
Dynamic Financial Group
Iowa
$2.36M
AB
544
Atlas Brown
Kentucky
$2.36M
GI
545
GAMCO Investors
Connecticut
$2.33M
EWM
546
Evercore Wealth Management
New York
$2.33M
FDCP
547
Foster Dykema Cabot & Partners
Massachusetts
$2.31M
SC
548
SouthState Corp
Florida
$2.3M
BFG
549
Baron Financial Group
New Jersey
$2.29M
FFO
550
Fiduciary Family Office
Florida
$2.29M