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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
EIP
1101
Ellis Investment Partners
Pennsylvania
$481K
GGS
1102
Galvin Gaustad & Stein
Arizona
$476K
Members Trust
1103
Members Trust
Florida
$471K
GCM
1104
Gallacher Capital Management
Colorado
$469K
RWM
1105
Rockwood Wealth Management
Pennsylvania
$468K
AAM
1106
Austin Asset Management
Texas
$466K
PWM
1107
PBMares Wealth Management
Virginia
$462K
AIP
1108
Alexis Investment Partners
Texas
$459K
PWW
1109
Pettyjohn Wood & White
Virginia
$458K
LPAM
1110
Lodestar Private Asset Management
California
$456K
RWMH
1111
Riverpoint Wealth Management Holdings
Illinois
$454K
IAN
1112
Integrated Advisors Network
Texas
$454K
AIC
1113
Archer Investment Corporation
Indiana
$454K
SCM
1114
Sterling Capital Management
North Carolina
$454K
FC
1115
Fusion Capital
South Carolina
$454K
PCM
1116
Parsons Capital Management
Rhode Island
$452K
MFS
1117
McNamara Financial Services
Massachusetts
$452K
AF
1118
Atala Financial
California
$451K
HP
1119
HT Partners
Connecticut
$451K
LWM
1120
LongView Wealth Management
Georgia
$450K
RFP
1121
Root Financial Partners
California
$449K
AA
1122
Aufman Associates
Pennsylvania
$449K
HFS
1123
Heritage Financial Services
Massachusetts
$448K
CWG
1124
Cornerstone Wealth Group
North Carolina
$448K
NRC
1125
New Republic Capital
North Carolina
$445K