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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
MC
1176
McCarthy & Cox
Ohio
$405K
RP
1177
Rice Partnership
Hawaii
$405K
LKWM
1178
Lee-Kelleher Wealth Management
Maryland
$404K
FLP
1179
Financial Life Planners
Arizona
$402K
HFA
1180
High Falls Advisors
New York
$401K
PFT
1181
Providence First Trust
Arizona
$400K
RDWM
1182
Red Door Wealth Management
Tennessee
$399K
CCM
1183
Canal Capital Management
Virginia
$397K
TSWM
1184
Triangle Securities Wealth Management
North Carolina
$394K
TW
1185
TritonPoint Wealth
Maryland
$393K
CPA
1186
Cathy Pareto & Associates
Florida
$393K
ETC
1187
Exchange Traded Concepts
Oklahoma
$391K
MFA
1188
McClarren Financial Advisors
Pennsylvania
$391K
MC
1189
Matisse Capital
Oregon
$390K
BWP
1190
Burling Wealth Partners
Illinois
$389K
GTAM
1191
Global Trust Asset Management
Florida
$387K
LA
1192
LVW Advisors
New York
$387K
PCH
1193
PGIM Custom Harvest
New Jersey
$383K
HPIA
1194
Hamilton Point Investment Advisors
North Carolina
$383K
SRL
1195
Scientech Research LLC
New Jersey
$383K
BPWM
1196
BCS Private Wealth Management
New Jersey
$383K
GPW
1197
Gray Private Wealth
Massachusetts
$383K
FA
1198
Fiduciary Alliance
South Carolina
$382K
HBW
1199
Hazlett, Burt & Watson
West Virginia
$381K
CAM
1200
Cozad Asset Management
Illinois
$381K