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