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iShares Russell 1000 Value ETF

1,710 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, 575 increasing their positions, 573 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)

3.11% less ownership

Funds ownership: 81.73%78.62% (-3.1%)

87% less call options, than puts

Call options by funds: $138M | Put options by funds: $1.07B

Holders
1,710
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
RIM
126
Ryan Investment Management
Colorado
$26.5M
SC
127
Savant Capital
Illinois
$26.3M
OS
128
Objectivity Squared
South Carolina
$26.2M
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$26.1M
ANTB
130
AMG National Trust Bank
Colorado
$25.9M
PWM
131
Proathlete Wealth Management
Florida
$25.8M
AQR Capital Management
132
AQR Capital Management
Connecticut
$25.5M
RRAM
133
River Road Asset Management
Kentucky
$25.5M
MT
134
Midwest Trust
Kansas
$25.4M
CAL
135
Capital Advisors Ltd
Ohio
$24.6M
IC
136
IEQ Capital
California
$24.3M
TA
137
TruWealth Advisors
Louisiana
$24.1M
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$23.6M
Neuberger Berman Group
139
Neuberger Berman Group
New York
$23.5M
EIG
140
Ellenbecker Investment Group
Wisconsin
$23M
AG
141
Ascent Group
Virginia
$22.9M
SIM
142
Stratos Investment Management
Ohio
$22.6M
CG
143
Corundum Group
Colorado
$22.6M
LA
144
LWM Advisors
California
$22.2M
PA
145
PFW Advisors
Georgia
$22.2M
BCM
146
BTC Capital Management
Iowa
$22.1M
TPCW
147
TD Private Client Wealth
New York
$21.9M
FB
148
Fulton Bank
Pennsylvania
$21.1M
NA
149
NewEdge Advisors
Louisiana
$21M
PFBT
150
Parkside Financial Bank & Trust
Missouri
$20.9M