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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
SFS
601
Summit Financial Strategies
Ohio
$1.88M
WS
602
Wedbush Securities
California
$1.86M
CAG
603
Centerpoint Advisory Group
Kansas
$1.85M
QWP
604
Quotient Wealth Partners
Texas
$1.85M
TC
605
TownSquare Capital
Utah
$1.84M
SWA
606
Sax Wealth Advisors
New Jersey
$1.83M
GJIA
607
Glass Jacobson Investment Advisors
Maryland
$1.81M
BFA
608
Benedict Financial Advisors
Georgia
$1.81M
GWM
609
Geneos Wealth Management
Colorado
$1.79M
MFGP
610
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.79M
IA
611
IFC Advisors
California
$1.75M
TA
612
Tactive Advisors
Florida
$1.74M
MCA
613
Maryland Capital Advisors
Maryland
$1.74M
BCWM
614
Bartlett & Co Wealth Management
Ohio
$1.74M
PP
615
Prosperity Planning
Missouri
$1.73M
NLP
616
Next Level Private
New York
$1.72M
NIM
617
Northeast Investment Management
Massachusetts
$1.72M
PA
618
Parkside Advisors
California
$1.72M
M
619
MYeCFO
California
$1.72M
FT
620
Fiduciary Trust
Massachusetts
$1.7M
TPWA
621
Twin Peaks Wealth Advisors
California
$1.7M
MWP
622
MYCIO Wealth Partners
Pennsylvania
$1.69M
IB
623
Intrust Bank
Kansas
$1.68M
BSHC
624
Breed's Hill Capital
Massachusetts
$1.67M
ITIM
625
Indiana Trust & Investment Management
Indiana
$1.67M