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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
FTS
626
Fifth Third Securities
Ohio
$1.65M
ML
627
McAdam LLC
Pennsylvania
$1.64M
LGG
628
Luts & Greenleigh Group
Maryland
$1.64M
BWMG
629
Bannerman Wealth Management Group
Texas
$1.63M
PAG
630
Paladin Advisory Group
Iowa
$1.62M
GWM
631
Global Wealth Management
New Jersey
$1.62M
AWM
632
Aegis Wealth Management
Maryland
$1.61M
NFG
633
Nations Financial Group
Iowa
$1.61M
RWM
634
RKL Wealth Management
Pennsylvania
$1.61M
IA
635
IFG Advisory
Georgia
$1.6M
KWS
636
Keystone Wealth Services
California
$1.6M
WIA
637
World Investment Advisors
California
$1.6M
GFP
638
Gryphon Financial Partners
Ohio
$1.59M
SB
639
Strategic Blueprint
Georgia
$1.58M
ACM
640
Alamar Capital Management
California
$1.57M
BC
641
Barrett & Company
Rhode Island
$1.57M
CG
642
Clifford Group
Massachusetts
$1.56M
AFA
643
American Financial Advisors
Georgia
$1.56M
EW
644
Evoke Wealth
California
$1.55M
SVWAG
645
Sound View Wealth Advisors Group
Georgia
$1.55M
TNA
646
True North Advisors
Texas
$1.55M
IAS
647
Insigneo Advisory Services
Florida
$1.55M
GWWM
648
Great Waters Wealth Management
Minnesota
$1.54M
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.54M
CFG
650
Cooper Financial Group
California
$1.54M