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iShares Russell 1000 Value ETF

1,710 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, 575 increasing their positions, 573 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)

3.11% less ownership

Funds ownership: 81.73%78.62% (-3.1%)

87% less call options, than puts

Call options by funds: $138M | Put options by funds: $1.07B

Holders
1,710
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
EWA
76
EP Wealth Advisors
California
$60.8M
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$60.8M
IAA
78
Independence Asset Advisors
Pennsylvania
$59.5M
FBFS
79
First Business Financial Services
Wisconsin
$57.4M
CAM
80
Cresset Asset Management
Illinois
$56.3M
SPIA
81
Steward Partners Investment Advisory
New York
$56.1M
PWM
82
Paulson Wealth Management
Illinois
$54.6M
CP
83
Covenant Partners
Tennessee
$54.6M
FWM
84
FSA Wealth Management
Massachusetts
$51.7M
CI
85
CX Institutional
Indiana
$50.9M
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$49.7M
BPWM
87
Badgley Phelps Wealth Managers
Washington
$47.4M
WRTC
88
Wind River Trust Company
Wyoming
$46.3M
GL
89
Graypoint LLC
New York
$45.7M
MWM
90
Mission Wealth Management
California
$45.7M
William Blair & Company
91
William Blair & Company
Illinois
$45.3M
Cerity Partners
92
Cerity Partners
New York
$42.2M
RZH
93
Relyea Zuckerberg Hanson
Connecticut
$41.9M
FAM
94
Flaharty Asset Management
Florida
$41.5M
CFM
95
Comprehensive Financial Management
California
$40.8M
BGIM
96
Brandywine Global Investment Management
Pennsylvania
$40.7M
MFIM
97
Mesirow Financial Investment Management
Illinois
$40M
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$38.9M
NFG
99
Nadler Financial Group
Illinois
$38.6M
WA
100
Waverly Advisors
Alabama
$38.3M