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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
SFPG
801
Stonebridge Financial Planning Group
Florida
$1.03M
JCM
802
Janney Capital Management
Pennsylvania
$1.03M
LAS
803
LWM Advisory Services
Florida
$1.02M
YP
804
YANKCOM Partnership
South Dakota
$1.02M
NPF
805
Norris Perne & French
Michigan
$1.02M
CTC
806
Central Trust Company
Missouri
$1.01M
JWM
807
JP Wealth Management
South Carolina
$1.01M
PCG
808
Prosperity Consulting Group
Maryland
$1.01M
FFC
809
First Financial Corp
Indiana
$1.01M
DWM
810
Dakota Wealth Management
Florida
$1.01M
SHJ
811
Sharkey, Howes & Javer
Colorado
$1M
IAG
812
Investmark Advisory Group
Connecticut
$1M
HIP
813
HUB Investment Partners
Texas
$1M
BWP
814
BSW Wealth Partners
Colorado
$1,000K
BFA
815
Brown Financial Advisory
Alabama
$994K
BF
816
Bonfire Financial
Colorado
$988K
ECM
817
Evergreen Capital Management
Washington
$988K
HC
818
Hoese & Co
Minnesota
$983K
HWM
819
Hemington Wealth Management
Virginia
$981K
SCI
820
S&CO Inc
Massachusetts
$980K
EI
821
Ellevest Inc
New York
$980K
FIA
822
Foundations Investment Advisors
Arizona
$979K
MWM
823
Meridian Wealth Management
Kentucky
$979K
CAG
824
Csenge Advisory Group
Florida
$977K
PG
825
Patten Group
Tennessee
$976K