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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
WT
1226
Washington Trust
Rhode Island
$360K
LWM
1227
LJI Wealth Management
Indiana
$359K
PPW
1228
PACK Private Wealth
Minnesota
$358K
SWP
1229
ShoreHaven Wealth Partners
New Jersey
$357K
MW
1230
MBL Wealth
North Carolina
$356K
PJWM
1231
Philip James Wealth Mangement
Georgia
$353K
RMDI
1232
R.M. Davis Inc
Maine
$353K
PGA
1233
Portland Global Advisors
Maine
$352K
CCG
1234
Cypress Capital Group
Florida
$351K
GKIM
1235
GW&K Investment Management
Massachusetts
$350K
RG
1236
Rathbones Group
United Kingdom
$349K
ME
1237
McIlrath & Eck
Washington
$349K
TWM
1238
Tanager Wealth Management
United Kingdom
$348K
CFA
1239
CWS Financial Advisors
Michigan
$348K
LG
1240
LaFleur & Godfrey
Michigan
$346K
KWA
1241
Kingswood Wealth Advisors
California
$346K
WMP
1242
Wealth Management Partners
Arizona
$343K
VPF
1243
Vantage Point Financial
Illinois
$343K
MWP
1244
Madison Wealth Partners
Wisconsin
$343K
AWM
1245
Altus Wealth Management
Kentucky
$342K
FW
1246
Fairway Wealth
Ohio
$341K
FNB
1247
Farmers National Bank
Kentucky
$341K
PEA
1248
Park Edge Advisors
Ohio
$340K
SC
1249
Schoolcraft Capital
Colorado
$339K
FPCG
1250
Forum Private Client Group
Indiana
$339K