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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
CCT
701
Chemung Canal Trust
New York
$1.34M
CW
702
CreativeOne Wealth
Kansas
$1.34M
WMA
703
West Michigan Advisors
Michigan
$1.34M
Capital World Investors
704
Capital World Investors
California
$1.32M
GSIS
705
Global Strategic Investment Solutions
Arizona
$1.32M
GWANC
706
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.32M
FHB
707
First Hawaiian Bank
Hawaii
$1.32M
NL
708
NWAM LLC
Washington
$1.31M
PIA
709
Perennial Investment Advisors
California
$1.31M
FFC
710
Frederick Financial Consultants
Maryland
$1.31M
EWM
711
Empirical Wealth Management
Washington
$1.31M
LCOV
712
London Company of Virginia
Virginia
$1.3M
WIC
713
Whitegate Investment Counselors
New Hampshire
$1.29M
AW
714
Alteri Wealth
California
$1.28M
FA
715
Fiducient Advisors
Illinois
$1.28M
IAIM
716
International Assets Investment Management
Florida
$1.28M
T. Rowe Price Associates
717
T. Rowe Price Associates
Maryland
$1.27M
CT
718
Coastline Trust
Rhode Island
$1.27M
CAC
719
Certified Advisory Corp
Florida
$1.27M
FA
720
Financial Advisors
Massachusetts
$1.27M
CWA
721
Cascade Wealth Advisors
Washington
$1.27M
Macquarie Group
722
Macquarie Group
Australia
$1.27M
TP
723
Tranquility Partners
Tennessee
$1.26M
V
724
VeraBank
Texas
$1.26M
FMWA
725
Forvis Mazars Wealth Advisors
Missouri
$1.26M