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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
TC
1426
Trilogy Capital
California
$233K
MTIC
1427
Missouri Trust & Investment Company
Missouri
$233K
CA
1428
Crewe Advisors
Utah
$232K
UWM
1429
USAdvisors Wealth Management
Minnesota
$232K
TFO
1430
Timonier Family Office
North Carolina
$231K
TF
1431
Trek Financial
Arizona
$231K
NAMM
1432
NorthStar Asset Management (Massachusetts)
Massachusetts
$230K
EGWAG
1433
Elwood & Goetz Wealth Advisory Group
Georgia
$230K
AFP
1434
Alpha Financial Partners
Kentucky
$229K
SSW
1435
Stone Summit Wealth
Florida
$229K
FFS
1436
Founders Financial Securities
Maryland
$228K
JSL
1437
JT Stratford LLC
Georgia
$228K
MGWA
1438
Monument Group Wealth Advisors
Massachusetts
$228K
TFO
1439
Tarbox Family Office
California
$228K
1WA
1440
180 Wealth Advisors
Washington
$228K
TFG
1441
Tull Financial Group
Virginia
$228K
PIMG
1442
Patriot Investment Management Group
Tennessee
$228K
PMWMG
1443
Parr McKnight Wealth Management Group
Minnesota
$228K
SG
1444
Sharper & Granite
California
$228K
ICP
1445
Impact Capital Partners
Colorado
$227K
CRI
1446
Commonwealth Retirement Investments
Virginia
$226K
FWP
1447
Falcon Wealth Planning
California
$226K
FAC
1448
Financial Advisory Corporation
Michigan
$226K
EBT
1449
Enterprise Bank & Trust
Massachusetts
$226K
LGA
1450
Lebenthal Global Advisors
New York
$226K