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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
MSWA
1476
Marshall & Sterling Wealth Advisors
New York
$211K
PCA
1477
Prosperity Capital Advisors
Ohio
$211K
AIM
1478
Advyzon Investment Management
Illinois
$211K
VAF
1479
Values Added Financial
District of Columbia
$210K
RC
1480
Roundview Capital
New Jersey
$210K
LSWP
1481
Liberty Square Wealth Partners
Pennsylvania
$210K
ClearBridge Investments
1482
ClearBridge Investments
New York
$210K
KL
1483
KilterHowling LLC
Colorado
$210K
LAM
1484
Lyrical Asset Management
New York
$209K
WFA
1485
West Financial Advisors
Iowa
$208K
HC
1486
Hourglass Capital
Texas
$208K
MF
1487
Manuka Financial
Virginia
$207K
TPWM
1488
Twelve Points Wealth Management
Massachusetts
$207K
MFP
1489
Meridian Financial Partners
Virginia
$207K
VDI
1490
Vaughan David Investments
Illinois
$206K
TWM
1491
Tanglewood Wealth Management
Texas
$205K
LF
1492
Lighthouse Financial
Florida
$205K
CWM
1493
Copia Wealth Management
Oregon
$205K
BIG
1494
Builder Investment Group
Georgia
$205K
TCM
1495
Tandem Capital Management
New Jersey
$205K
SDWMA
1496
Schneider Downs Wealth Management Advisors
Pennsylvania
$205K
MPIA
1497
Mountain Pacific Investment Advisers
Idaho
$204K
AWM
1498
Arista Wealth Management
Nevada
$204K
SA
1499
Seneschal Advisors
Washington
$204K
FF
1500
Francis Financial
$203K