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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
CBA
976
Coastal Bridge Advisors
Connecticut
$657K
TYCC
977
Texas Yale Capital Corp
Florida
$655K
MIM
978
Miller Investment Management
Pennsylvania
$654K
BTD
979
BankPlus Trust Department
Mississippi
$653K
CD
980
Chapin Davis
Maryland
$651K
BB
981
Bell Bank
North Dakota
$646K
LIM
982
Leavell Investment Management
Alabama
$644K
VCM
983
Vivaldi Capital Management
Illinois
$644K
SOS
984
Silver Oak Securities
Tennessee
$642K
LCWP
985
Legacy Capital Wealth Partners
Arkansas
$637K
MWM
986
Melfa Wealth Management
Massachusetts
$636K
GSWM
987
Greenup Street Wealth Management
Michigan
$634K
HIS
988
Harvest Investment Services
Illinois
$631K
SPC
989
Sigma Planning Corp
Michigan
$631K
SEIA
990
Signature Estate & Investment Advisors
California
$631K
WA
991
WBH Advisory
Maryland
$628K
TA
992
TrueWealth Advisors
Alabama
$624K
CNBOF
993
City National Bank of Florida
Florida
$624K
TF
994
Tudor Financial
Ohio
$621K
NIG
995
NFJ Investment Group
Texas
$616K
CAL
996
Capital Analysts LLC
Pennsylvania
$615K
SW
997
SVB Wealth
Massachusetts
$614K
CAG
998
Crestwood Advisors Group
Massachusetts
$614K
GG
999
Greenwood Gearhart
Arkansas
$613K
GWS
1000
Glassman Wealth Services
Virginia
$613K