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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
COCM
926
Charter Oak Capital Management
New Hampshire
$740K
PWMAG
927
Pinnacle Wealth Management Advisory Group
New Jersey
$739K
S
928
Sunpointe
Missouri
$738K
EB
929
Emprise Bank
Kansas
$738K
BIAS
930
Beacon Investment Advisory Services
New Jersey
$735K
FCB
931
First County Bank
Connecticut
$734K
BWM
932
BKM Wealth Management
Wisconsin
$733K
SWM
933
SeaCrest Wealth Management
New York
$731K
MFA
934
Mayflower Financial Advisors
Massachusetts
$730K
HAP
935
Harbor Asset Planning
Massachusetts
$727K
RVM
936
Robinson Value Management
Texas
$726K
MCA
937
Magnolia Capital Advisors
Mississippi
$725K
RBC
938
Roble Belko & Company
Pennsylvania
$720K
TAM
939
Tocqueville Asset Management
New York
$717K
RIM
940
Rockbridge Investment Management
New York
$714K
RIA
941
Regal Investment Advisors
Michigan
$713K
LFS
942
Lutz Financial Services
Nebraska
$710K
EFMC
943
Empire Financial Management Company
New York
$709K
RWM
944
Rialto Wealth Management
New York
$709K
AFC
945
AFT Forsyth & Company
Florida
$708K
BA
946
Ballew Advisors
Mississippi
$706K
ACS
947
Archford Capital Strategies
Illinois
$701K
CCMG
948
Clark Capital Management Group
Pennsylvania
$701K
HA
949
Hanover Advisors
South Carolina
$700K
VAG
950
VisionPoint Advisory Group
Texas
$695K