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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
LAM
851
Lakewood Asset Management
Illinois
$903K
CCM
852
Coldstream Capital Management
Washington
$903K
AF
853
Advisornet Financial
Minnesota
$902K
WCWM
854
Willow Creek Wealth Management
California
$900K
JBA
855
Johnson Bixby & Associates
Washington
$900K
DC
856
Davenport & Co
Virginia
$899K
BA
857
Bridgewater Advisors
New York
$898K
MSFS
858
Main Street Financial Solutions
Pennsylvania
$893K
GPA
859
Guidance Point Advisors
Massachusetts
$891K
FBT
860
First Bank & Trust
South Dakota
$890K
VC
861
Veracity Capital
Georgia
$886K
QCM
862
QRG Capital Management
Illinois
$885K
WWP
863
Wise Wealth Partners
Arizona
$881K
RIG
864
RiverFront Investment Group
Virginia
$878K
PMFA
865
Plante Moran Financial Advisors
Michigan
$876K
BFC
866
Bedel Financial Consulting
Indiana
$875K
WCFA
867
Walkner Condon Financial Advisors
Wisconsin
$873K
AWM
868
Accurate Wealth Management
Florida
$866K
PAS
869
PKS Advisory Services
New York
$860K
CA
870
Crumly & Associates
Illinois
$856K
MGIA
871
Matthew Goff Investment Advisor
Texas
$852K
LWANC
872
Laurel Wealth Advisors (North Carolina)
North Carolina
$852K
RW
873
Regimen Wealth
Georgia
$852K
RB
874
Renasant Bank
Mississippi
$851K
CB
875
Cadence Bank
Mississippi
$850K