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