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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
WCP
676
Wick Capital Partners
Pennsylvania
$1.45M
MAM
677
MMA Asset Management
Pennsylvania
$1.45M
SMA
678
Sage Mountain Advisors
Georgia
$1.45M
GT
679
Greenleaf Trust
Michigan
$1.43M
CPA
680
Cardiff Park Advisors
California
$1.43M
HWM
681
Horizon Wealth Management
Illinois
$1.43M
BFS
682
Bradley Foster & Sargent
Connecticut
$1.43M
AWA
683
Amplius Wealth Advisors
Pennsylvania
$1.42M
CCM
684
Cambridge Capital Management
Illinois
$1.41M
LGWM
685
Litman Gregory Wealth Management
California
$1.41M
BGAI
686
Bruce G. Allen Investments
Colorado
$1.41M
CAAS
687
Capital Asset Advisory Services
Michigan
$1.4M
LFG
688
Larson Financial Group
Missouri
$1.4M
EFG
689
Ethos Financial Group
Pennsylvania
$1.39M
OCG
690
Opus Capital Group
Ohio
$1.39M
MSWMA
691
Market Street Wealth Management Advisors
Indiana
$1.39M
WF
692
Welch & Forbes
Massachusetts
$1.39M
WTB
693
Washington Trust Bank
Washington
$1.39M
NAS
694
Nicolet Advisory Services
Wisconsin
$1.38M
CPA
695
Capital Performance Advisors
California
$1.37M
CT
696
Colonial Trust
South Carolina
$1.35M
VAS
697
Vestmark Advisory Solutions
Massachusetts
$1.35M
VP
698
Verum Partners
North Carolina
$1.35M
MOS
699
MGO One Seven
Ohio
$1.35M
GC
700
Garde Capital
Washington
$1.34M