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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
SPC
1301
Spirepoint Private Client
Florida
$303K
MYIA
1302
Mount Yale Investment Advisors
Colorado
$303K
WG
1303
Watchman Group
Texas
$303K
SCM
1304
Stonehearth Capital Management
Massachusetts
$302K
BW
1305
BIP Wealth
Georgia
$301K
AFA
1306
Allium Financial Advisors
Oregon
$301K
DA
1307
Doliver Advisors
Texas
$301K
BHA
1308
Beech Hill Advisors
New York
$301K
TWP
1309
Triad Wealth Partners
Kansas
$298K
SAG
1310
SageView Advisory Group
California
$298K
TC
1311
Trust Company
Kansas
$297K
EL
1312
EWA LLC
Pennsylvania
$297K
LWMT
1313
Legacy Wealth Management (Tennessee)
Tennessee
$297K
TCOT
1314
Trust Company of Toledo
Ohio
$296K
PWP
1315
Private Wealth Partners
California
$293K
PF
1316
PlanWiser Financial
Colorado
$292K
TIM
1317
Thompson Investment Management
Wisconsin
$291K
BCM
1318
Boreal Capital Management
Florida
$291K
WBG
1319
Wharton Business Group
Pennsylvania
$291K
WA
1320
Wealth Architects
California
$291K
VC
1321
Vestor Capital
Illinois
$289K
FPTW
1322
Franklin, Parlapiano, Turner & Welch
Texas
$288K
EIP
1323
Easterly Investment Partners
Massachusetts
$288K
RWP
1324
Ridgecrest Wealth Partners
California
$287K
SWM
1325
Stockman Wealth Management
Montana
$286K