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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
LCM
1026
Lunt Capital Management
Utah
$582K
WTA
1027
Washington Trust Advisors
Massachusetts
$581K
OWM
1028
Orgel Wealth Management
Wisconsin
$578K
NFA
1029
Northwest Financial Advisors
Virginia
$578K
AWP
1030
Axis Wealth Partners
Rhode Island
$577K
FTC
1031
Farmers Trust Company
Ohio
$577K
CNC
1032
Citizens & Northern Corp
Pennsylvania
$576K
OWP
1033
Obermeyer Wealth Partners
Colorado
$576K
LA
1034
LM Advisors
California
$571K
BLC
1035
Brown, Lisle/Cummings
Rhode Island
$570K
EWA
1036
EverSource Wealth Advisors
Alabama
$570K
LWL
1037
Leo Wealth LLC
Texas
$569K
AFG
1038
Atomi Financial Group
New York
$567K
CIM
1039
Confluence Investment Management
Missouri
$564K
BCP
1040
Berkeley Capital Partners
Georgia
$564K
JAA
1041
Joel Adams & Associates
North Carolina
$563K
QPWM
1042
Quadrant Private Wealth Management
Pennsylvania
$563K
GF
1043
GGM Financials
Ohio
$561K
ST
1044
Spinnaker Trust
Maine
$559K
OPW
1045
Oxler Private Wealth
New York
$559K
MWA
1046
Meridian Wealth Advisors
Texas
$559K
BA
1047
Bristlecone Advisors
Washington
$556K
NCM
1048
NCM Capital Management
New Jersey
$556K
DJSG
1049
D.J. St. Germain
Massachusetts
$554K
WP
1050
WealthPLAN Partners
Nebraska
$552K