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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
FPCG
1251
Forum Private Client Group
Indiana
$339K
MAS
1252
Meeder Advisory Services
Ohio
$339K
APW
1253
Acima Private Wealth
Virginia
$339K
Wealthfront Advisers
1254
Wealthfront Advisers
California
$338K
RRWA
1255
Rainey & Randall Wealth Advisors
Florida
$338K
MA
1256
MCF Advisors
Kentucky
$337K
AWMG
1257
Alliance Wealth Management Group
New Jersey
$335K
UAG
1258
United Advisor Group
Ohio
$335K
RWM
1259
Riverbend Wealth Management
South Carolina
$334K
KWMG
1260
King Wealth Management Group
Florida
$334K
IC
1261
Inscription Capital
Texas
$333K
OHWP
1262
Oak Harbor Wealth Partners
North Carolina
$333K
SC
1263
Stephenson & Company
California
$332K
HWP
1264
Highline Wealth Partners
California
$331K
EC
1265
Elequin Capital
New York
$328K
EWA
1266
Emergent Wealth Advisors
New York
$328K
BI
1267
Berkeley Inc
Idaho
$327K
ERWM
1268
Elk River Wealth Management
Colorado
$326K
TH
1269
Team Hewins
California
$326K
SP
1270
Stablepoint Partners
Massachusetts
$325K
WTFG
1271
Wells Trecaso Financial Group
Ohio
$325K
FMTCOCP
1272
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$323K
ACM
1273
Andina Capital Management
Utah
$323K
APC
1274
Aspire Private Capital
North Carolina
$322K
MWS
1275
MFA Wealth Services
California
$322K