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