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iShares Russell 1000 Value ETF

1,713 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, 576 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
1,713
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
MBTD
1351
Mechanics Bank - Trust Department
California
$272K
NWAG
1352
Net Worth Advisory Group
Utah
$270K
SFC
1353
Strategic Financial Concepts
Texas
$270K
Koshinski Asset Management
1354
Koshinski Asset Management
Illinois
$269K
NQWM
1355
Northwest Quadrant Wealth Management
Oregon
$269K
FAM
1356
Formidable Asset Management
Ohio
$269K
HGWM
1357
Horst & Graben Wealth Management
Oregon
$268K
GSEP
1358
Golden State Equity Partners
California
$268K
NB
1359
NBT Bank
New York
$267K
PA
1360
Planning Alternatives
Michigan
$267K
LNB
1361
Ledyard National Bank
$265K
SSWM
1362
Smith Salley Wealth Management
North Carolina
$265K
CM
1363
Cornerstone Management
Georgia
$264K
DCM
1364
Donaldson Capital Management
Indiana
$263K
TCM
1365
Traynor Capital Management
Pennsylvania
$262K
GWM
1366
GSB Wealth Management
Connecticut
$262K
FA
1367
Fermata Advisors
California
$261K
GAG
1368
GM Advisory Group
New York
$261K
DWP
1369
Daymark Wealth Partners
Ohio
$261K
BHWM
1370
Beaird Harris Wealth Management
Texas
$260K
SWM
1371
Selective Wealth Management
Virginia
$260K
M
1372
MOTCO
Texas
$260K
LWM
1373
Liberty Wealth Management
California
$259K
PWS
1374
Proactive Wealth Strategies
Georgia
$259K
HAM
1375
Harmony Asset Management
Arizona
$259K