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