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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
UWM
1426
USAdvisors Wealth Management
Minnesota
$232K
TFO
1427
Timonier Family Office
North Carolina
$231K
TF
1428
Trek Financial
Arizona
$231K
NAMM
1429
NorthStar Asset Management (Massachusetts)
Massachusetts
$230K
EGWAG
1430
Elwood & Goetz Wealth Advisory Group
Georgia
$230K
AFP
1431
Alpha Financial Partners
Kentucky
$229K
SSW
1432
Stone Summit Wealth
Florida
$229K
FFS
1433
Founders Financial Securities
Maryland
$228K
JSL
1434
JT Stratford LLC
Georgia
$228K
MGWA
1435
Monument Group Wealth Advisors
Massachusetts
$228K
TFO
1436
Tarbox Family Office
California
$228K
1WA
1437
180 Wealth Advisors
Washington
$228K
TFG
1438
Tull Financial Group
Virginia
$228K
PIMG
1439
Patriot Investment Management Group
Tennessee
$228K
PMWMG
1440
Parr McKnight Wealth Management Group
Minnesota
$228K
SG
1441
Sharper & Granite
California
$228K
ICP
1442
Impact Capital Partners
Colorado
$227K
CRI
1443
Commonwealth Retirement Investments
Virginia
$226K
FWP
1444
Falcon Wealth Planning
California
$226K
FAC
1445
Financial Advisory Corporation
Michigan
$226K
EBT
1446
Enterprise Bank & Trust
Massachusetts
$226K
LGA
1447
Lebenthal Global Advisors
New York
$226K
RS
1448
Retirement Solution
Washington
$225K
CST
1449
Charles Schwab Trust
Nevada
$224K
BSA
1450
Braun Stacey Associates
New York
$223K