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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
VCM
1001
Virtue Capital Management
Tennessee
$613K
BWA
1002
Bordeaux Wealth Advisors
California
$610K
PWP
1003
Perfromance Wealth Partners
Illinois
$610K
FSA
1004
Fort Sheridan Advisors
Illinois
$608K
BFS
1005
Beacon Financial Strategies
North Carolina
$608K
RSWA
1006
Robinson Smith Wealth Advisors
Maine
$607K
CIAS
1007
Capital Investment Advisory Services
North Carolina
$606K
MWAM
1008
Manhattan West Asset Management
California
$606K
FDDB
1009
Fidelity D&D Bancorp
Pennsylvania
$605K
GLA
1010
Good Life Advisors
Pennsylvania
$603K
JF
1011
JSF Financial
California
$602K
CAS
1012
Coppell Advisory Solutions
Texas
$600K
IAA
1013
Independent Advisor Alliance
North Carolina
$599K
BBPWM
1014
Blue Bell Private Wealth Management
Pennsylvania
$598K
SA
1015
Skyline Advisors
Washington
$596K
WI
1016
WrapManager Inc
California
$595K
WFAG
1017
Wescott Financial Advisory Group
Pennsylvania
$594K
TCOV
1018
Trust Company of Vermont
Vermont
$591K
TA
1019
TFB Advisors
Kansas
$591K
KHCM
1020
Kirtland Hills Capital Management
Ohio
$591K
MPW
1021
MASECO Private Wealth
$588K
OP
1022
ORG Partners
Indiana
$585K
DWM
1023
Darwin Wealth Management
Florida
$585K
Fisher Asset Management
1024
Fisher Asset Management
Washington
$584K
FCFC
1025
First Commonwealth Financial Corp
Pennsylvania
$582K