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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
CCA
1201
Cobblestone Capital Advisors
New York
$380K
MWM
1202
Mascagni Wealth Management
Mississippi
$380K
MCA
1203
MSH Capital Advisors
Arizona
$378K
CAM
1204
Campion Asset Management
Virginia
$377K
OLA
1205
Oliver Luxxe Assets
New Jersey
$377K
RT
1206
Rockland Trust
Massachusetts
$377K
CCP
1207
Cassia Capital Partners
North Carolina
$376K
BFPW
1208
BOK Financial Private Wealth
Colorado
$375K
BCMLT
1209
Beacon Capital Management LLC (Tennessee)
Tennessee
$372K
MP
1210
McDonald Partners
Ohio
$372K
HIS
1211
Horizon Investment Services
Indiana
$371K
AWA
1212
Arbor Wealth Advisors
Michigan
$371K
IWM
1213
Integris Wealth Management
California
$369K
JAG
1214
Journey Advisory Group
Kentucky
$369K
JPWM
1215
Jamison Private Wealth Management
Georgia
$367K
PCM
1216
Poehling Capital Management
Wisconsin
$367K
FA
1217
Fountainhead AM
New Jersey
$367K
GEA
1218
Glen Eagle Advisors
New Jersey
$365K
BCA
1219
Bay Capital Advisors
Virginia
$363K
PAI
1220
Pittenger & Anderson Inc
Nebraska
$363K
AIP
1221
Ameritas Investment Partners
Nebraska
$363K
IIM
1222
Ironwood Investment Management
Massachusetts
$363K
PB
1223
Pinnacle Bancorp
Nebraska
$362K
AIA
1224
AssuredPartners Investment Advisors
Florida
$361K
SPP
1225
Single Point Partners
Massachusetts
$360K