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iShares Russell 1000 Value ETF

1,712 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, 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
1,712
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
FBB
1501
Fulton Breakefield Broenniman
Maryland
$202K
BWFA
1502
Baltimore-Washington Financial Advisors
Maryland
$202K
RCA
1503
Resonant Capital Advisors
Wisconsin
$202K
IWA
1504
Inspirion Wealth Advisors
Illinois
$201K
HC
1505
Hurley Capital
New York
$197K
FCMT
1506
Founders Capital Management (Texas)
Texas
$196K
CTB
1507
Country Trust Bank
Illinois
$195K
DF
1508
Dunhill Financial
United Kingdom
$194K
TFM
1509
TFC Financial Management
Massachusetts
$191K
PWM
1510
Parkworth Wealth Management
California
$189K
POIA
1511
Pin Oak Investment Advisors
Texas
$188K
PP
1512
Pacifica Partners
Canada
$185K
STB
1513
S&T Bank
Pennsylvania
$179K
GFL
1514
Granite FO LLC
New Hampshire
$176K
WBC
1515
West Branch Capital
Massachusetts
$175K
IWP
1516
IAG Wealth Partners
Wisconsin
$171K
CBT
1517
CoreFirst Bank & Trust
Kansas
$170K
NFSG
1518
Newbridge Financial Services Group
Florida
$168K
W
1519
WealthCollab
Washington
$168K
MEG
1520
Millstone Evans Group
Colorado
$167K
CSB
1521
City State Bank
Iowa
$165K
SIS
1522
Sound Income Strategies
Florida
$161K
CF
1523
Centaurus Financial
California
$158K
RFA
1524
Register Financial Advisors
Georgia
$156K
HBT
1525
Hills Bank & Trust
Iowa
$151K