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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
TYCC
976
Texas Yale Capital Corp
Florida
$655K
MIM
977
Miller Investment Management
Pennsylvania
$654K
BTD
978
BankPlus Trust Department
Mississippi
$653K
CD
979
Chapin Davis
Maryland
$651K
BB
980
Bell Bank
North Dakota
$646K
LIM
981
Leavell Investment Management
Alabama
$644K
VCM
982
Vivaldi Capital Management
Illinois
$644K
SOS
983
Silver Oak Securities
Tennessee
$642K
LCWP
984
Legacy Capital Wealth Partners
Arkansas
$637K
MWM
985
Melfa Wealth Management
Massachusetts
$636K
GSWM
986
Greenup Street Wealth Management
Michigan
$634K
HIS
987
Harvest Investment Services
Illinois
$631K
SPC
988
Sigma Planning Corp
Michigan
$631K
SEIA
989
Signature Estate & Investment Advisors
California
$631K
WA
990
WBH Advisory
Maryland
$628K
TA
991
TrueWealth Advisors
Alabama
$624K
CNBOF
992
City National Bank of Florida
Florida
$624K
TF
993
Tudor Financial
Ohio
$621K
NIG
994
NFJ Investment Group
Texas
$616K
CAL
995
Capital Analysts LLC
Pennsylvania
$615K
SW
996
SVB Wealth
Massachusetts
$614K
CAG
997
Crestwood Advisors Group
Massachusetts
$614K
GG
998
Greenwood Gearhart
Arkansas
$613K
GWS
999
Glassman Wealth Services
Virginia
$613K
FI
1000
Financial Insights
Washington
$613K