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iShares Russell 1000 Value ETF

1,705 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, 572 increasing their positions, 572 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,705
Holders Change
+15
Holders Change %
+0.89%
% of All Funds
22.85%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.38%
New
136
Increased
572
Reduced
572
Closed
87
Calls
$138M
Puts
$1.07B
Net Calls
-$928M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ODIJL
1126
One Day In July LLC
Vermont
$439K -$14.4K -74 -3%
NAS
1127
NWF Advisory Services
California
$438K +$89.5K +461 +26%
HWA
1128
Heartwood Wealth Advisors
Virginia
$438K -$12.4K -64 -3%
SIC
1129
Salem Investment Counselors
North Carolina
$437K -$29.3K -151 -6%
AC
1130
Allstate Corporation
Illinois
$437K +$437K +2,250 New
KNW
1131
Kesler Norman & Wride
Utah
$437K +$437K +2,250 New
AA
1132
Armis Advisers
Georgia
$436K
FCA
1133
Fortis Capital Advisors
Kansas
$435K +$6.6K +34 +2%
MSA
1134
Marino Stram & Associates
Massachusetts
$434K +$388 +2 +0.1%
TCM
1135
Towercrest Capital Management
Pennsylvania
$434K -$21.9K -113 -5%
FNBT
1136
FineMark National Bank & Trust
Florida
$433K -$7.38K -38 -2%
SFWC
1137
Strategic Family Wealth Counselors
New Jersey
$433K +$25.1K +129 +6%
ONST
1138
Old North State Trust
North Carolina
$433K +$433K +2,229 New
MC
1139
Moors & Cabot
Massachusetts
$433K +$101K +521 +31%
VPIM
1140
Vanguard Personalized Indexing Management
California
$432K +$144K +739 +50%
HCM
1141
Hollencrest Capital Management
California
$431K
Empower Advisory Group
1142
Empower Advisory Group
Colorado
$431K -$219K -1,127 -34%
CCFM
1143
Clear Creek Financial Management
Washington
$431K
TI
1144
Truepoint Inc
Ohio
$430K -$89.2K -459 -17%
CF
1145
Clarity Financial
Texas
$429K
TIM
1146
Tortoise Investment Management
New York
$427K
BCG
1147
Bravias Capital Group
New Jersey
$425K +$389 +2 +0.1%
OIM
1148
Oder Investment Management
California
$424K -$971 -5 -0.2%
PPW
1149
Pasadena Private Wealth
California
$423K -$22.9K -118 -5%
G
1150
GenTrust
Florida
$422K