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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
LIA
1501
Luken Investment Analytics
Tennessee
$203K
TPW
1502
Talon Private Wealth
Florida
$203K
SWP
1503
Strategic Wealth Partners
Ohio
$203K
RPSA
1504
Richard P. Slaughter Associates
Texas
$202K
FBB
1505
Fulton Breakefield Broenniman
Maryland
$202K
BWFA
1506
Baltimore-Washington Financial Advisors
Maryland
$202K
RCA
1507
Resonant Capital Advisors
Wisconsin
$202K
IWA
1508
Inspirion Wealth Advisors
Illinois
$201K
HC
1509
Hurley Capital
New York
$197K
FCMT
1510
Founders Capital Management (Texas)
Texas
$196K
CTB
1511
Country Trust Bank
Illinois
$195K
DF
1512
Dunhill Financial
United Kingdom
$194K
TFM
1513
TFC Financial Management
Massachusetts
$191K
PWM
1514
Parkworth Wealth Management
California
$189K
POIA
1515
Pin Oak Investment Advisors
Texas
$188K
PP
1516
Pacifica Partners
Canada
$185K
STB
1517
S&T Bank
Pennsylvania
$179K
GFL
1518
Granite FO LLC
New Hampshire
$176K
WBC
1519
West Branch Capital
Massachusetts
$175K
IWP
1520
IAG Wealth Partners
Wisconsin
$171K
CBT
1521
CoreFirst Bank & Trust
Kansas
$170K
NFSG
1522
Newbridge Financial Services Group
Florida
$168K
W
1523
WealthCollab
Washington
$168K
MEG
1524
Millstone Evans Group
Colorado
$167K
CSB
1525
City State Bank
Iowa
$165K