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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
MPWT
876
MassMutual Private Wealth & Trust
Connecticut
$845K
TAM
877
Titleist Asset Management
Texas
$844K
FHA
878
Flagship Harbor Advisors
Massachusetts
$843K
MA
879
Mezzasalma Advisors
New Jersey
$842K
PAM
880
Palisade Asset Management
Minnesota
$839K
NF
881
Nvest Financial
New Hampshire
$838K
HFS
882
Hoge Financial Services
Pennsylvania
$837K
MPW
883
Magnolia Private Wealth
Pennsylvania
$837K
CGPCS
884
Capital Group Private Client Services
California
$828K
IWP
885
Invenio Wealth Partners
Florida
$824K
BC
886
Barnett & Company
Tennessee
$824K
FAIM
887
Financial Advocates Investment Management
Washington
$822K
EA
888
Evergreen Advisors
Tennessee
$821K
AFG
889
ABLE Financial Group
Arizona
$816K
JIR
890
James Investment Research
Ohio
$815K
PCMC
891
Paragon Capital Management (Colorado)
Colorado
$814K
CFO
892
CVA Family Office
Colorado
$812K
WPC
893
Wedmont Private Capital
Pennsylvania
$808K
PIFP
894
Partners in Financial Planning
Virginia
$806K
GRA
895
Golden Road Advisors
Florida
$804K
LTL
896
Lowery Thomas LLC
California
$794K
WIC
897
Woodmont Investment Counsel
Tennessee
$794K
AIS
898
American Investment Services
Massachusetts
$792K
RA
899
Rodgers & Associates
Pennsylvania
$791K
E3F
900
Eight 31 Financial
Texas
$789K