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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
AIP
576
Almanack Investment Partners
Pennsylvania
$2.04M
IC
577
Iconiq Capital
California
$2.04M
APP
578
Avantax Planning Partners
Iowa
$2.02M
CFO
579
Custos Family Office
Texas
$2.02M
I
580
InvesTrust
Oklahoma
$2.01M
WFA
581
WestHill Financial Advisors
California
$2.01M
BP
582
BBR Partners
New York
$2M
AF
583
Affiance Financial
Minnesota
$1.99M
JA
584
JVL Associates
Michigan
$1.98M
PTC
585
Private Trust Company
Ohio
$1.98M
PFM
586
Phillips Financial Management
Indiana
$1.97M
USCWA
587
U.S. Capital Wealth Advisors
Texas
$1.97M
IIL
588
Insight Inv LLC
California
$1.97M
SC
589
Steph & Co
Wisconsin
$1.96M
PCS
590
Personal CFO Solutions
New Jersey
$1.96M
WLPWM
591
Walled Lake Planning & Wealth Management
Illinois
$1.95M
SCTC
592
Sanibel Captiva Trust Company
Florida
$1.95M
MCM
593
Mattern Capital Management
Colorado
$1.94M
LDB
594
Lee, Danner & Bass
Tennessee
$1.94M
SC
595
Sapient Capital
Indiana
$1.93M
FWTB
596
First Western Trust Bank
Colorado
$1.93M
PA
597
Pinnacle Associates
New York
$1.91M
CWP
598
Cyndeo Wealth Partners
Florida
$1.9M
EPA
599
Element Pointe Advisors
Florida
$1.9M
SFS
600
Summit Financial Strategies
Ohio
$1.88M