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