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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
SMA
651
Seven Mile Advisory
New Jersey
$1.53M
AGM
652
Alpine Global Management
New York
$1.53M
BFG
653
Beacon Financial Group
Texas
$1.52M
BSSFA
654
Baron Silver Stevens Financial Advisors
Florida
$1.52M
NJIM
655
Nabity-Jensen Investment Management
Nebraska
$1.52M
ARG
656
Advisory Resource Group
Oklahoma
$1.52M
JPG
657
Jordan Park Group
California
$1.51M
B
658
Bensler
Washington
$1.51M
CWM
659
Calamos Wealth Management
Illinois
$1.51M
FCH
660
Freestone Capital Holdings
Washington
$1.51M
LFAS
661
Level Four Advisory Services
Texas
$1.5M
PFP
662
Paragon Financial Partners
California
$1.5M
BRWA
663
B. Riley Wealth Advisors
Florida
$1.5M
KFI
664
Key Financial Inc
Pennsylvania
$1.49M
EA
665
Enclave Advisors
Texas
$1.48M
RFG
666
RFP Financial Group
Georgia
$1.48M
ADL
667
Asset Dedication LLC
California
$1.48M
AIM
668
Anchor Investment Management
South Carolina
$1.47M
SFA
669
Seneca Financial Advisors
New York
$1.47M
DK
670
David Kennon
Florida
$1.47M
ES
671
Eagle Strategies
New York
$1.47M
GG
672
GenWealth Group
New Jersey
$1.47M
PPC
673
Park Place Capital
Alabama
$1.46M
ML
674
Mayport LLC
Massachusetts
$1.46M
KCM
675
Kornitzer Capital Management
Kansas
$1.46M