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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
SWM
1326
Stockman Wealth Management
Montana
$286K
ACI
1327
Alpha Cubed Investments
California
$285K
NHC
1328
Nicholas Hoffman & Company
Georgia
$284K
EC
1329
EdgeRock Capital
Colorado
$284K
XT
1330
XTX Topco
Cayman Islands
$283K
MLL
1331
Moody Lynn & Lieberson
Massachusetts
$281K
PC
1332
Permanens Capital
New York
$280K
AFA
1333
Arlington Financial Advisors
California
$279K
KAM
1334
KEB Asset Management
Illinois
$278K
KWM
1335
Keebeck Wealth Management
Illinois
$278K
LWM
1336
Lakeridge Wealth Management
Ohio
$277K
WPW
1337
Watershed Private Wealth
Illinois
$277K
LIG
1338
Lokken Investment Group
Delaware
$277K
VWM
1339
Verus Wealth Management
Wisconsin
$277K
EWM
1340
Echo Wealth Management
Minnesota
$276K
SCM
1341
Sollinda Capital Management
Florida
$276K
RGC
1342
Roberts, Glore & Co
Illinois
$275K
MWM
1343
Moran Wealth Management
Florida
$275K
GBWM
1344
Granite Bay Wealth Management
New Hampshire
$275K
WA
1345
WealthTrust Axiom
Pennsylvania
$275K
WMWM
1346
Wilkins Miller Wealth Management
Alabama
$274K
MF
1347
Montis Financial
Massachusetts
$274K
EFP
1348
EnRich Financial Partners
Wisconsin
$273K
GAM
1349
Gemmer Asset Management
California
$273K
GWM
1350
Gibbs Wealth Management
Georgia
$272K