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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
LWM
1376
Liberty Wealth Management
California
$259K
PWS
1377
Proactive Wealth Strategies
Georgia
$259K
HAM
1378
Harmony Asset Management
Arizona
$259K
FWI
1379
Facet Wealth Inc
Maryland
$259K
MCM
1380
Monument Capital Management
Virginia
$259K
EFN
1381
Equita Financial Network
Pennsylvania
$258K
FFP
1382
FourThought Financial Partners
Florida
$257K
SAI
1383
Savvy Advisors Inc
New York
$256K
SA
1384
Sicart Associates
New York
$256K
SWMP
1385
Signature Wealth Management Partners
New Jersey
$255K
RLIM
1386
Red Lighthouse Investment Management
New York
$254K
MWM
1387
MorganRosel Wealth Management
Colorado
$254K
AGWCA
1388
Annis Gardner Whiting Capital Advisors
Florida
$254K
LSA
1389
Lansing Street Advisors
Pennsylvania
$254K
AWAP
1390
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K
FYW
1391
Future You Wealth
New York
$251K
GA
1392
Gordian Advisors
Arizona
$251K
AWM
1393
Activest Wealth Management
Florida
$250K
MIM
1394
MTM Investment Management
South Carolina
$249K
QFW
1395
QTR Family Wealth
Florida
$249K
OFA
1396
Oak Family Advisors
Illinois
$248K
AWP
1397
Abacus Wealth Partners
California
$248K
SAM
1398
S.A. Mason
Michigan
$248K
SWM
1399
SK Wealth Management
Rhode Island
$248K
OCM
1400
Orion Capital Management
California
$247K