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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
TCOTS
751
Trust Company of the South
North Carolina
$1.18M
GAB
752
German American Bancorp
Indiana
$1.17M
CIA
753
Capital Investment Advisors
Georgia
$1.17M
SIC
754
Sigma Investment Counselors
Michigan
$1.17M
EWA
755
Exencial Wealth Advisors
Oklahoma
$1.16M
CIA
756
Choate Investment Advisors
Massachusetts
$1.16M
AWM
757
Angeles Wealth Management
California
$1.16M
SIA
758
SkyView Investment Advisors
New Jersey
$1.16M
CA
759
Capital Advantage
California
$1.15M
Capital International Investors
760
Capital International Investors
California
$1.15M
AF
761
Apexium Financial
Texas
$1.15M
TWM
762
Thrive Wealth Management
Pennsylvania
$1.15M
Betterment LLC
763
Betterment LLC
New York
$1.14M
FPW
764
Fairvoy Private Wealth
Alabama
$1.14M
AF
765
Apollon Financial
South Carolina
$1.13M
MA
766
MONECO Advisors
Connecticut
$1.13M
PI
767
PFG Investments
New York
$1.13M
EWA
768
Encompass Wealth Advisors
Oregon
$1.13M
CFO
769
Collective Family Office
Pennsylvania
$1.13M
CFGA
770
Cambridge Financial Group (Arizona)
Arizona
$1.12M
HI
771
Harbour Investments
Wisconsin
$1.12M
VW
772
Vance Wealth
California
$1.12M
PWM
773
Parkshore Wealth Management
California
$1.11M
JSW
774
Journey Strategic Wealth
New Jersey
$1.11M
BWP
775
Balboa Wealth Partners
Arizona
$1.11M