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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
OIM
1151
Oder Investment Management
California
$424K
PPW
1152
Pasadena Private Wealth
California
$423K
G
1153
GenTrust
Florida
$422K
WSWA
1154
Warren Street Wealth Advisors
California
$422K
HBWM
1155
Hollow Brook Wealth Management
New York
$421K
CA
1156
Centerpoint Advisors
Massachusetts
$421K
WEG
1157
World Equity Group
Illinois
$421K
DDPIC
1158
Deroy & Devereaux Private Investment Counsel
Michigan
$420K
SFP
1159
Strategic Financial Partners
Oregon
$420K
AWP
1160
Accretive Wealth Partners
New Jersey
$420K
JC
1161
Jentner Corp
Ohio
$419K
GC
1162
Gibson Capital
Pennsylvania
$417K
CIC
1163
Carnegie Investment Counsel
Ohio
$417K
SWM
1164
Sentinel Wealth Management
Virginia
$415K
PWM
1165
Power Wealth Management
Georgia
$414K
TSWM
1166
Tyler-Stone Wealth Management
Ohio
$414K
WAM
1167
Weatherly Asset Management
California
$413K
RDFA
1168
Ritter Daniher Financial Advisory
Ohio
$411K
AAG
1169
Armstrong Advisory Group
Massachusetts
$411K
CAAM
1170
Cornerstone Advisors Asset Management
Pennsylvania
$410K
Russell Investments Group
1171
Russell Investments Group
United Kingdom
$409K
AA
1172
Advisory Alpha
Michigan
$408K
EWA
1173
Evolution Wealth Advisors
Florida
$407K
VCP
1174
Verus Capital Partners
Arizona
$407K
WH
1175
Willner & Heller
California
$406K