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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
CWM
851
Connecticut Wealth Management
Connecticut
$910K
WWM
852
Woodside Wealth Management
Massachusetts
$906K
LAM
853
Lakewood Asset Management
Illinois
$903K
CCM
854
Coldstream Capital Management
Washington
$903K
AF
855
Advisornet Financial
Minnesota
$902K
WCWM
856
Willow Creek Wealth Management
California
$900K
JBA
857
Johnson Bixby & Associates
Washington
$900K
DC
858
Davenport & Co
Virginia
$899K
BA
859
Bridgewater Advisors
New York
$898K
MSFS
860
Main Street Financial Solutions
Pennsylvania
$893K
GPA
861
Guidance Point Advisors
Massachusetts
$891K
FBT
862
First Bank & Trust
South Dakota
$890K
VC
863
Veracity Capital
Georgia
$886K
QCM
864
QRG Capital Management
Illinois
$885K
WWP
865
Wise Wealth Partners
Arizona
$881K
RIG
866
RiverFront Investment Group
Virginia
$878K
PMFA
867
Plante Moran Financial Advisors
Michigan
$876K
BFC
868
Bedel Financial Consulting
Indiana
$875K
WCFA
869
Walkner Condon Financial Advisors
Wisconsin
$873K
AWM
870
Accurate Wealth Management
Florida
$866K
PAS
871
PKS Advisory Services
New York
$860K
CA
872
Crumly & Associates
Illinois
$856K
MGIA
873
Matthew Goff Investment Advisor
Texas
$852K
RW
874
Regimen Wealth
Georgia
$852K
RB
875
Renasant Bank
Mississippi
$851K