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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
CPBTD
1076
Central Pacific Bank - Trust Division
Hawaii
$513K
SHFA
1077
SC&H Financial Advisors
Maryland
$512K
TWM
1078
TCFG Wealth Management
California
$512K
BF
1079
Brogan Financial
Tennessee
$510K
SFG
1080
Sovereign Financial Group
Connecticut
$509K
CWM
1081
Chicago Wealth Management
Illinois
$509K
KA
1082
Klingman & Associates
New York
$509K
TM
1083
TigerOak Management
New Mexico
$508K
YIA
1084
YHB Investment Advisors
Connecticut
$507K
SLG
1085
Stanley-Laman Group
Pennsylvania
$504K
OA
1086
Operose Advisors
Wisconsin
$500K
BFO
1087
Biltmore Family Office
North Carolina
$500K
PCA
1088
Providence Capital Advisors
North Carolina
$499K
SIA
1089
Soltis Investment Advisors
Utah
$493K
OFS
1090
Orrstown Financial Services
Pennsylvania
$492K
CC
1091
Cypress Capital
Tennessee
$489K
FMTC
1092
Farmers & Merchants Trust Company
California
$489K
EIA
1093
Edgemoor Investment Advisors
Maryland
$487K
BL
1094
Balentine LLC
Georgia
$485K
WCP
1095
Wealthcare Capital Partners
Pennsylvania
$485K
TWA
1096
Talisman Wealth Advisors
New Jersey
$485K
IA
1097
Insight Advisors
Pennsylvania
$484K
OBWG
1098
Onyx Bridge Wealth Group
New York
$483K
FC
1099
Forte Capital
New York
$481K
EIP
1100
Ellis Investment Partners
Pennsylvania
$481K