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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
WS
601
Wedbush Securities
California
$1.86M
CAG
602
Centerpoint Advisory Group
Kansas
$1.85M
QWP
603
Quotient Wealth Partners
Texas
$1.85M
TC
604
TownSquare Capital
Utah
$1.84M
SWA
605
Sax Wealth Advisors
New Jersey
$1.83M
GJIA
606
Glass Jacobson Investment Advisors
Maryland
$1.81M
BFA
607
Benedict Financial Advisors
Georgia
$1.81M
GWM
608
Geneos Wealth Management
Colorado
$1.79M
MFGP
609
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.79M
IA
610
IFC Advisors
California
$1.75M
TA
611
Tactive Advisors
Florida
$1.74M
MCA
612
Maryland Capital Advisors
Maryland
$1.74M
BCWM
613
Bartlett & Co Wealth Management
Ohio
$1.74M
PP
614
Prosperity Planning
Missouri
$1.73M
NLP
615
Next Level Private
New York
$1.72M
NIM
616
Northeast Investment Management
Massachusetts
$1.72M
PA
617
Parkside Advisors
California
$1.72M
M
618
MYeCFO
California
$1.72M
FT
619
Fiduciary Trust
Massachusetts
$1.7M
TPWA
620
Twin Peaks Wealth Advisors
California
$1.7M
MWP
621
MYCIO Wealth Partners
Pennsylvania
$1.69M
IB
622
Intrust Bank
Kansas
$1.68M
BSHC
623
Breed's Hill Capital
Massachusetts
$1.67M
ITIM
624
Indiana Trust & Investment Management
Indiana
$1.67M
RLWM
625
RF&L Wealth Management
Massachusetts
$1.66M