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iShares Russell 1000 Value ETF

1,705 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, 571 increasing their positions, 573 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,705
Holders Change
+15
Holders Change %
+0.89%
% of All Funds
22.86%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.38%
New
136
Increased
571
Reduced
573
Closed
87
Calls
$138M
Puts
$1.07B
Net Calls
-$928M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
1351
Formidable Asset Management
Ohio
$269K
HGWM
1352
Horst & Graben Wealth Management
Oregon
$268K +$3.69K +19 +1%
GSEP
1353
Golden State Equity Partners
California
$268K +$24.1K +124 +10%
NB
1354
NBT Bank
New York
$267K
PA
1355
Planning Alternatives
Michigan
$267K
LNB
1356
Ledyard National Bank
$265K -$5.24K -27 -2%
SSWM
1357
Smith Salley Wealth Management
North Carolina
$265K +$1.94K +10 +0.7%
CM
1358
Cornerstone Management
Georgia
$264K
DCM
1359
Donaldson Capital Management
Indiana
$263K
TCM
1360
Traynor Capital Management
Pennsylvania
$262K +$262K +1,334 New
GWM
1361
GSB Wealth Management
Connecticut
$262K +$971 +5 +0.4%
FA
1362
Fermata Advisors
California
$261K -$15.7K -81 -6%
GAG
1363
GM Advisory Group
New York
$261K +$777 +4 +0.3%
DWP
1364
Daymark Wealth Partners
Ohio
$261K +$39.2K +202 +18%
BHWM
1365
Beaird Harris Wealth Management
Texas
$260K -$6.02K -31 -2%
SWM
1366
Selective Wealth Management
Virginia
$260K
M
1367
MOTCO
Texas
$260K
LWM
1368
Liberty Wealth Management
California
$259K +$259K +1,336 New
PWS
1369
Proactive Wealth Strategies
Georgia
$259K +$1.16K +6 +0.5%
HAM
1370
Harmony Asset Management
Arizona
$259K
FWI
1371
Facet Wealth Inc
Maryland
$259K +$259K +1,323 New
MCM
1372
Monument Capital Management
Virginia
$259K
EFN
1373
Equita Financial Network
Pennsylvania
$258K
FFP
1374
FourThought Financial Partners
Florida
$257K -$17.5K -90 -6%
SAI
1375
Savvy Advisors Inc
New York
$256K -$195K -1,005 -43%