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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
JCM
776
Jacobi Capital Management
Pennsylvania
$1.11M
EFG
777
Embree Financial Group
Illinois
$1.11M
FFA
778
Fragasso Financial Advisors
Pennsylvania
$1.11M
MC
779
Middleton & Co
Massachusetts
$1.11M
SWM
780
Sendero Wealth Management
Texas
$1.11M
PGWM
781
Parisi Gray Wealth Management
New Jersey
$1.1M
LOPW
782
Live Oak Private Wealth
North Carolina
$1.1M
TWA
783
TCI Wealth Advisors
Arizona
$1.09M
ACM
784
Advisors Capital Management
New Jersey
$1.09M
TFGT
785
TS Financial Group (TSFG)
Illinois
$1.08M
FMII
786
Farmers & Merchants Investments Inc
Nebraska
$1.08M
CWM
787
Cornerstone Wealth Management
Missouri
$1.08M
IAG
788
Investment Advisory Group
Massachusetts
$1.07M
WP
789
WealthShield Partners
North Carolina
$1.07M
LCM
790
Logan Capital Management
Pennsylvania
$1.07M
ACA
791
Atlas Capital Advisors
Wyoming
$1.07M
CHC
792
City Holding Co
West Virginia
$1.07M
FNT
793
First National Trust
Pennsylvania
$1.06M
CTA
794
Chesley Taft & Associates
Illinois
$1.04M
HP
795
Holistic Planning
Texas
$1.04M
SCA
796
STALEY CAPITAL ADVISERS
Pennsylvania
$1.04M
BWA
797
BlueChip Wealth Advisors
Georgia
$1.04M
CWA
798
Core Wealth Advisors
Florida
$1.04M
FFA
799
First Foundation Advisors
California
$1.04M
AHC
800
Anderson Hoagland & Co
Missouri
$1.03M