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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
BAM
826
Belpointe Asset Management
Nevada
$970K
SP
827
Symmetry Partners
Connecticut
$970K
TCM
828
Tassel Capital Management
North Carolina
$969K
AAS
829
Annex Advisory Services
Wisconsin
$968K
EWA
830
Elevate Wealth Advisory
Georgia
$966K
FMI
831
F/M Investments
District of Columbia
$957K
BFA
832
Beaumont Financial Advisors
Massachusetts
$956K
PFG
833
Pacific Financial Group
Washington
$955K
ATC
834
Adirondack Trust Company
New York
$952K
LI
835
LRI Investments
Florida
$951K
KIM
836
Kestra Investment Management
Texas
$950K
CAMG
837
CWA Asset Management Group
Florida
$947K
TWP
838
TFO Wealth Partners
Ohio
$935K
HH
839
Hilltop Holdings
Texas
$935K
1IA
840
1834 Investment Advisors
Wisconsin
$930K
ANBT
841
American National Bank & Trust
Texas
$926K
UB
842
Umpqua Bank
Oregon
$923K
JSSH
843
J. Safra Sarasin Holding
$922K
HSWS
844
Higgins & Schmidt Wealth Strategies
Colorado
$921K
CFS
845
CRA Financial Services
New Jersey
$919K
CWA
846
Canvas Wealth Advisors
Kansas
$918K
BWL
847
Bogart Wealth LLC
Virginia
$913K
LT
848
Legacy Trust
Michigan
$912K
CWM
849
Connecticut Wealth Management
Connecticut
$910K
WWM
850
Woodside Wealth Management
Massachusetts
$906K