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iShares Russell 1000 Value ETF

1,710 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, 575 increasing their positions, 573 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)

3.11% less ownership

Funds ownership: 81.73%78.62% (-3.1%)

87% less call options, than puts

Call options by funds: $138M | Put options by funds: $1.07B

Holders
1,710
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
SQA
101
Simon Quick Advisors
New Jersey
$38M
FHA
102
First Horizon Advisors
Tennessee
$37.5M
Lido Advisors
103
Lido Advisors
California
$37M
RFC
104
Regions Financial Corp
Alabama
$36M
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$35.7M
MA
106
MJP Associates
Connecticut
$35.3M
AO
107
Advisor OS
Illinois
$35.3M
HWM
108
HB Wealth Management
Georgia
$35.3M
SCB
109
Saudi Central Bank
Saudi Arabia
$34.6M
EIC
110
Equity Investment Corp
Georgia
$32.3M
KPWS
111
Kestra Private Wealth Services
Texas
$32.1M
LFWA
112
LBJ Family Wealth Advisors
Texas
$32M
CIAS
113
CFS Investment Advisory Services
New Jersey
$30.2M
Massachusetts Financial Services
114
Massachusetts Financial Services
Massachusetts
$29.3M
KAS
115
Kestra Advisory Services
Texas
$29.2M
WANY
116
Wealthspire Advisors (New York)
New York
$28.9M
WC
117
Waterloo Capital
Texas
$28.7M
KeyBank National Association
118
KeyBank National Association
Ohio
$28.5M
CA
119
Clearstead Advisors
Ohio
$28.4M
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$28M
PSP
121
Pacific Sage Partners
Washington
$28M
HSBC Holdings
122
HSBC Holdings
United Kingdom
$27.9M
JE
123
JMAC Enterprises
Pennsylvania
$27.7M
RWB
124
RMR Wealth Builders
New Jersey
$26.8M
GS
125
GTS Securities
New York
$26.5M