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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
ZBNA
551
Zions Bancorporation, National Association
Utah
$2.28M
CWMP
552
Clarion Wealth Managment Partners
Virginia
$2.24M
FFA
553
Farther Finance Advisors
California
$2.21M
IFPG
554
Intrepid Financial Planning Group
Indiana
$2.2M
GC
555
Grimes & Company
Massachusetts
$2.19M
CNBT
556
Canandaigua National Bank & Trust
New York
$2.18M
NFC
557
Northeast Financial Consultants
Connecticut
$2.18M
SWM
558
SilverOak Wealth Management
Minnesota
$2.17M
WDG
559
Wealth Dimensions Group
Ohio
$2.17M
GF
560
Gries Financial
Ohio
$2.16M
CA
561
CGN Advisors
Kansas
$2.15M
PGFC
562
Peapack-Gladstone Financial Corp
New Jersey
$2.12M
FWP
563
FAS Wealth Partners
Kansas
$2.12M
BCM
564
Brookstone Capital Management
Illinois
$2.12M
MCM
565
Manchester Capital Management
Vermont
$2.11M
BHBT
566
Burke & Herbert Bank & Trust
Virginia
$2.11M
VFP
567
Verus Financial Partners
Virginia
$2.11M
AWM
568
AE Wealth Management
Kansas
$2.11M
EIA
569
Eldridge Investment Advisors
New Hampshire
$2.1M
MCC
570
Money Concepts Capital
Florida
$2.1M
HCM
571
HMS Capital Management
Tennessee
$2.09M
MWA
572
Monograph Wealth Advisors
California
$2.06M
VCP
573
Vista Capital Partners
Oregon
$2.06M
CWA
574
CJM Wealth Advisers
Virginia
$2.06M
BDFN
575
Bond & Devick Financial Network
Minnesota
$2.06M