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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
WF
951
Warner Financial
Maryland
$695K
AWM
952
AAF Wealth Management
Massachusetts
$694K
MAWA
953
Moss Adams Wealth Advisors
Washington
$693K
CCT
954
Capital City Trust
Florida
$692K
SAM
955
Smartleaf Asset Management
Massachusetts
$692K
IBOK
956
Independence Bank of Kentucky
Kentucky
$690K
FGG
957
Financial Guidance Group
Florida
$688K
P
958
Pitcairn
Pennsylvania
$687K
HS
959
Horan Securities
United States
$686K
BCM
960
Bourgeon Capital Management
Connecticut
$685K
WW
961
Waterfront Wealth
Kansas
$685K
MIAS
962
Mason Investment Advisory Services
Virginia
$679K
SCM
963
Smead Capital Management
Arizona
$679K
WAM
964
Wakefield Asset Management
Colorado
$678K
PS
965
Principal Securities
Iowa
$676K
MSAM
966
Moloney Securities Asset Management
Missouri
$674K
SP
967
Stonebrook Private
Michigan
$674K
CPIA
968
Cornell Pochily Investment Advisors
New York
$673K
MFC
969
Morris Financial Concepts
South Carolina
$672K
AA
970
Auxano Advisors
Washington
$669K
GWMR
971
GC Wealth Management RIA
Massachusetts
$668K
JIP
972
Jaffetilchin Investment Partners
Florida
$665K
CFP
973
Cascade Financial Partners
California
$660K
WP
974
Westmount Partners
California
$658K
CBA
975
Coastal Bridge Advisors
Connecticut
$657K