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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
FCFC
1026
First Commonwealth Financial Corp
Pennsylvania
$582K
LCM
1027
Lunt Capital Management
Utah
$582K
WTA
1028
Washington Trust Advisors
Massachusetts
$581K
OWM
1029
Orgel Wealth Management
Wisconsin
$578K
NFA
1030
Northwest Financial Advisors
Virginia
$578K
AWP
1031
Axis Wealth Partners
Rhode Island
$577K
FTC
1032
Farmers Trust Company
Ohio
$577K
CNC
1033
Citizens & Northern Corp
Pennsylvania
$576K
OWP
1034
Obermeyer Wealth Partners
Colorado
$576K
LA
1035
LM Advisors
California
$571K
BLC
1036
Brown, Lisle/Cummings
Rhode Island
$570K
EWA
1037
EverSource Wealth Advisors
Alabama
$570K
LWL
1038
Leo Wealth LLC
Texas
$569K
AFG
1039
Atomi Financial Group
New York
$567K
CIM
1040
Confluence Investment Management
Missouri
$564K
BCP
1041
Berkeley Capital Partners
Georgia
$564K
JAA
1042
Joel Adams & Associates
North Carolina
$563K
QPWM
1043
Quadrant Private Wealth Management
Pennsylvania
$563K
GF
1044
GGM Financials
Ohio
$561K
ST
1045
Spinnaker Trust
Maine
$559K
OPW
1046
Oxler Private Wealth
New York
$559K
MWA
1047
Meridian Wealth Advisors
Texas
$559K
BA
1048
Bristlecone Advisors
Washington
$556K
NCM
1049
NCM Capital Management
New Jersey
$556K
DJSG
1050
D.J. St. Germain
Massachusetts
$554K