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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
PTP
1126
Platform Technology Partners
New York
$441K
LSPW
1127
Lake Street Private Wealth
Illinois
$441K
PIA
1128
Petredis Investment Advisors
Pennsylvania
$441K
ODIJL
1129
One Day In July LLC
Vermont
$439K
NAS
1130
NWF Advisory Services
California
$438K
HWA
1131
Heartwood Wealth Advisors
Virginia
$438K
SIC
1132
Salem Investment Counselors
North Carolina
$437K
KNW
1133
Kesler Norman & Wride
Utah
$437K
AC
1134
Allstate Corporation
Illinois
$437K
AA
1135
Armis Advisers
Georgia
$436K
FCA
1136
Fortis Capital Advisors
Kansas
$435K
MSA
1137
Marino Stram & Associates
Massachusetts
$434K
TCM
1138
Towercrest Capital Management
Pennsylvania
$434K
FNBT
1139
FineMark National Bank & Trust
Florida
$433K
SFWC
1140
Strategic Family Wealth Counselors
New Jersey
$433K
ONST
1141
Old North State Trust
North Carolina
$433K
MC
1142
Moors & Cabot
Massachusetts
$433K
VPIM
1143
Vanguard Personalized Indexing Management
California
$432K
HCM
1144
Hollencrest Capital Management
California
$431K
Empower Advisory Group
1145
Empower Advisory Group
Colorado
$431K
CCFM
1146
Clear Creek Financial Management
Washington
$431K
TI
1147
Truepoint Inc
Ohio
$430K
CF
1148
Clarity Financial
Texas
$429K
TIM
1149
Tortoise Investment Management
New York
$427K
BCG
1150
Bravias Capital Group
New Jersey
$425K