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