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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
CBT
1401
Crews Bank & Trust
Florida
$246K
PP
1402
PDS Planning
Ohio
$246K
GKWIM
1403
Gerber Kawasaki Wealth & Investment Management
California
$245K
BWM
1404
BlackDiamond Wealth Management
New York
$245K
GD
1405
Grandfield & Dodd
New York
$244K
PIM
1406
Penobscot Investment Management
Massachusetts
$243K
AA
1407
Addison Advisors
Vermont
$243K
ERIC
1408
Eagle Rock Investment Company
Georgia
$243K
WAG
1409
Windsor Advisory Group
Ohio
$240K
AP
1410
Atwood & Palmer
Missouri
$240K
PC
1411
Pecaut & Co
Iowa
$239K
CKAIS
1412
Christensen King & Associates Investment Services
Washington
$238K
PWM
1413
Pines Wealth Management
North Carolina
$238K
BPFA
1414
Barnes Pettey Financial Advisors
Mississippi
$238K
EPW
1415
Endeavor Private Wealth
Kansas
$237K
WRPWM
1416
Werba Rubin Papier Wealth Management
California
$237K
LBC
1417
Leigh Baldwin & Co
New York
$236K
GWM
1418
Greenhouse Wealth Management
Connecticut
$235K
HWMC
1419
Heritage Wealth Management (California)
California
$235K
CC
1420
Commons Capital
Massachusetts
$235K
FRA
1421
Frank Rimerman Advisors
California
$235K
GIM
1422
Grassi Investment Management
California
$234K
TC
1423
Trilogy Capital
California
$233K
MTIC
1424
Missouri Trust & Investment Company
Missouri
$233K
CA
1425
Crewe Advisors
Utah
$232K