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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
WP
1051
WealthPLAN Partners
Nebraska
$552K
PW
1052
Pandora Wealth
Illinois
$550K
ABWM
1053
Alpine Bank Wealth Management
Colorado
$548K
PL
1054
Plancorp LLC
Missouri
$547K
SHGA
1055
Sand Hill Global Advisors
California
$547K
MCP
1056
Mirador Capital Partners
California
$541K
ZF
1057
Zhang Financial
Michigan
$539K
PP
1058
PrairieView Partners
Minnesota
$535K
BCM
1059
Buckhead Capital Management
Georgia
$534K
CFA
1060
Cahill Financial Advisors
Minnesota
$532K
NRI
1061
NFP Retirement Inc
California
$531K
IFWM
1062
Institute for Wealth Management
Colorado
$531K
TCBWMS
1063
Texas Capital Bank Wealth Management Services
Texas
$530K
AA
1064
Aire Advisors
California
$529K
AWM
1065
Atticus Wealth Management
Florida
$528K
GWA
1066
Genesis Wealth Advisors
Massachusetts
$527K
PW
1067
PUREfi Wealth
Massachusetts
$525K
RCA
1068
Runnymede Capital Advisors
Ohio
$524K
FRA
1069
Front Row Advisors
California
$523K
AT
1070
Arlington Trust
Alabama
$522K
ESB
1071
Essex Savings Bank
Connecticut
$522K
RA
1072
RFG Advisory
Alabama
$522K
HC
1073
Hamilton Capital
Ohio
$519K
EW
1074
Elyxium Wealth
California
$518K
TAM
1075
Townsend Asset Management
North Carolina
$515K