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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
E3F
901
Eight 31 Financial
Texas
$789K
KLI
902
Kelman-Lazarov Inc
Tennessee
$786K
AFA
903
Alpha Financial Advisors
North Carolina
$786K
OAM
904
Occidental Asset Management
California
$784K
FFWA
905
Forthright Family Wealth Advisory
Texas
$780K
LBC
906
Lowe Brockenbrough & Co
Virginia
$779K
RSWM
907
Robertson Stephens Wealth Management
California
$779K
FUBT
908
First United Bank & Trust
Maryland
$777K
BAM
909
Bosun Asset Management
Illinois
$777K
RF
910
Roxbury Financial
New Jersey
$777K
SA
911
Sovran Advisors
California
$773K
CCA
912
Cypress Capital Advisors
Tennessee
$773K
CRC
913
Curi RMB Capital
Illinois
$772K
DPW
914
DiNuzzo Private Wealth
Pennsylvania
$769K
CA
915
Continuum Advisory
Idaho
$764K
TPI
916
Trust Point Inc
Wisconsin
$763K
MFF
917
Michels Family Financial
Texas
$761K
DCA
918
DSG Capital Advisors
Minnesota
$759K
CFP
919
Curran Financial Partners
South Carolina
$756K
MAM
920
MWA Asset Management
Massachusetts
$754K
SCM
921
Schnieders Capital Management
California
$753K
BF
922
Baring Financial
Washington
$751K
BFWA
923
Benchmark Financial Wealth Advisors
Florida
$742K
WHCFA
924
William Howard & Co Financial Advisors
Tennessee
$741K
SG
925
Stanich Group
New York
$740K