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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
KCM
676
Kornitzer Capital Management
Kansas
$1.46M
WCP
677
Wick Capital Partners
Pennsylvania
$1.45M
MAM
678
MMA Asset Management
Pennsylvania
$1.45M
SMA
679
Sage Mountain Advisors
Georgia
$1.45M
MA
680
Maxele Advisors
Missouri
$1.45M
GT
681
Greenleaf Trust
Michigan
$1.43M
CPA
682
Cardiff Park Advisors
California
$1.43M
HWM
683
Horizon Wealth Management
Illinois
$1.43M
BFS
684
Bradley Foster & Sargent
Connecticut
$1.43M
AWA
685
Amplius Wealth Advisors
Pennsylvania
$1.42M
CCM
686
Cambridge Capital Management
Illinois
$1.41M
LGWM
687
Litman Gregory Wealth Management
California
$1.41M
BGAI
688
Bruce G. Allen Investments
Colorado
$1.41M
CAAS
689
Capital Asset Advisory Services
Michigan
$1.4M
LFG
690
Larson Financial Group
Missouri
$1.4M
EFG
691
Ethos Financial Group
Pennsylvania
$1.39M
OCG
692
Opus Capital Group
Ohio
$1.39M
MSWMA
693
Market Street Wealth Management Advisors
Indiana
$1.39M
WF
694
Welch & Forbes
Massachusetts
$1.39M
WTB
695
Washington Trust Bank
Washington
$1.39M
NAS
696
Nicolet Advisory Services
Wisconsin
$1.38M
CPA
697
Capital Performance Advisors
California
$1.37M
CT
698
Colonial Trust
South Carolina
$1.35M
VAS
699
Vestmark Advisory Solutions
Massachusetts
$1.35M
VP
700
Verum Partners
North Carolina
$1.35M