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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
BDFN
576
Bond & Devick Financial Network
Minnesota
$2.06M
AIP
577
Almanack Investment Partners
Pennsylvania
$2.04M
IC
578
Iconiq Capital
California
$2.04M
APP
579
Avantax Planning Partners
Iowa
$2.02M
CFO
580
Custos Family Office
Texas
$2.02M
I
581
InvesTrust
Oklahoma
$2.01M
WFA
582
WestHill Financial Advisors
California
$2.01M
BP
583
BBR Partners
New York
$2M
AF
584
Affiance Financial
Minnesota
$1.99M
JA
585
JVL Associates
Michigan
$1.98M
PTC
586
Private Trust Company
Ohio
$1.98M
PFM
587
Phillips Financial Management
Indiana
$1.97M
USCWA
588
U.S. Capital Wealth Advisors
Texas
$1.97M
IIL
589
Insight Inv LLC
California
$1.97M
SC
590
Steph & Co
Wisconsin
$1.96M
PCS
591
Personal CFO Solutions
New Jersey
$1.96M
WLPWM
592
Walled Lake Planning & Wealth Management
Illinois
$1.95M
SCTC
593
Sanibel Captiva Trust Company
Florida
$1.95M
MCM
594
Mattern Capital Management
Colorado
$1.94M
LDB
595
Lee, Danner & Bass
Tennessee
$1.94M
SC
596
Sapient Capital
Indiana
$1.93M
FWTB
597
First Western Trust Bank
Colorado
$1.93M
PA
598
Pinnacle Associates
New York
$1.91M
CWP
599
Cyndeo Wealth Partners
Florida
$1.9M
EPA
600
Element Pointe Advisors
Florida
$1.9M