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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
JJBC
1276
James J. Burns & Company
New York
$322K
BWM
1277
BCGM Wealth Management
Indiana
$321K
IWA
1278
IBEX Wealth Advisors
New Jersey
$321K
JGIA
1279
Jackson Grant Investment Advisers
Connecticut
$321K
DWA
1280
Delap Wealth Advisory
Oregon
$321K
SEEDPG
1281
S.E.E.D. Planning Group
New York
$320K
SW
1282
SteelPeak Wealth
California
$319K
JFA
1283
JNBA Financial Advisors
Minnesota
$316K
CIBC World Market
1284
CIBC World Market
Ontario, Canada
$315K
BEI
1285
Benjamin Edwards Inc
Missouri
$315K
LNWWM
1286
Laird Norton Wetherby Wealth Management
California
$315K
PWP
1287
Principle Wealth Partners
Connecticut
$315K
KWA
1288
Kondo Wealth Advisors
California
$315K
CA
1289
CoreCap Advisors
Michigan
$311K
MPCG
1290
Matrix Private Capital Group
New York
$309K
First Trust Advisors
1291
First Trust Advisors
Illinois
$308K
PFA
1292
Pillar Financial Advisors
Kentucky
$308K
BEAM
1293
Baker Ellis Asset Management
Washington
$308K
CFS
1294
Coordinated Financial Services
Colorado
$308K
NWM
1295
Navigation Wealth Management
Colorado
$307K
FPB
1296
First PREMIER Bank
South Dakota
$306K
IA
1297
IFG Advisors
Missouri
$305K
FWIA
1298
Fort Washington Investment Advisors
Ohio
$305K
PWMG
1299
Pinnacle Wealth Management Group
Michigan
$305K
HPC
1300
HM Payson & Co
Maine
$305K