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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
FFO
551
Fiduciary Family Office
Florida
$2.29M
ZBNA
552
Zions Bancorporation, National Association
Utah
$2.28M
CWMP
553
Clarion Wealth Managment Partners
Virginia
$2.24M
FFA
554
Farther Finance Advisors
California
$2.21M
IFPG
555
Intrepid Financial Planning Group
Indiana
$2.2M
GC
556
Grimes & Company
Massachusetts
$2.19M
CNBT
557
Canandaigua National Bank & Trust
New York
$2.18M
NFC
558
Northeast Financial Consultants
Connecticut
$2.18M
SWM
559
SilverOak Wealth Management
Minnesota
$2.17M
WDG
560
Wealth Dimensions Group
Ohio
$2.17M
GF
561
Gries Financial
Ohio
$2.16M
CA
562
CGN Advisors
Kansas
$2.15M
PGFC
563
Peapack-Gladstone Financial Corp
New Jersey
$2.12M
FWP
564
FAS Wealth Partners
Kansas
$2.12M
BCM
565
Brookstone Capital Management
Illinois
$2.12M
MCM
566
Manchester Capital Management
Vermont
$2.11M
BHBT
567
Burke & Herbert Bank & Trust
Virginia
$2.11M
VFP
568
Verus Financial Partners
Virginia
$2.11M
AWM
569
AE Wealth Management
Kansas
$2.11M
EIA
570
Eldridge Investment Advisors
New Hampshire
$2.1M
MCC
571
Money Concepts Capital
Florida
$2.1M
HCM
572
HMS Capital Management
Tennessee
$2.09M
MWA
573
Monograph Wealth Advisors
California
$2.06M
VCP
574
Vista Capital Partners
Oregon
$2.06M
CWA
575
CJM Wealth Advisers
Virginia
$2.06M