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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
WH
1176
Willner & Heller
California
$406K
MC
1177
McCarthy & Cox
Ohio
$405K
RP
1178
Rice Partnership
Hawaii
$405K
LKWM
1179
Lee-Kelleher Wealth Management
Maryland
$404K
FLP
1180
Financial Life Planners
Arizona
$402K
HFA
1181
High Falls Advisors
New York
$401K
PFT
1182
Providence First Trust
Arizona
$400K
RDWM
1183
Red Door Wealth Management
Tennessee
$399K
CCM
1184
Canal Capital Management
Virginia
$397K
TSWM
1185
Triangle Securities Wealth Management
North Carolina
$394K
TW
1186
TritonPoint Wealth
Maryland
$393K
CPA
1187
Cathy Pareto & Associates
Florida
$393K
ETC
1188
Exchange Traded Concepts
Oklahoma
$391K
MFA
1189
McClarren Financial Advisors
Pennsylvania
$391K
MC
1190
Matisse Capital
Oregon
$390K
BWP
1191
Burling Wealth Partners
Illinois
$389K
GTAM
1192
Global Trust Asset Management
Florida
$387K
LA
1193
LVW Advisors
New York
$387K
PCH
1194
PGIM Custom Harvest
New Jersey
$383K
HPIA
1195
Hamilton Point Investment Advisors
North Carolina
$383K
SRL
1196
Scientech Research LLC
New Jersey
$383K
BPWM
1197
BCS Private Wealth Management
New Jersey
$383K
GPW
1198
Gray Private Wealth
Massachusetts
$383K
FA
1199
Fiduciary Alliance
South Carolina
$382K
HBW
1200
Hazlett, Burt & Watson
West Virginia
$381K