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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
DFC
1526
DB Fitzpatrick & Co
Idaho
$149K
MFT
1527
Moisand Fitzgerald Tamayo
Florida
$148K
GWSG
1528
GPS Wealth Strategies Group
Colorado
$144K
FPF
1529
First Pacific Financial
Washington
$143K
HHGA
1530
Halbert Hargrove Global Advisors
California
$142K
USB
1531
Union Savings Bank
Connecticut
$138K
3IP
1532
3Chopt Investment Partners
Virginia
$138K
TWC
1533
TD Waterhouse Canada
Ontario, Canada
$135K
HR
1534
Howe & Rusling
New York
$134K
WTFG
1535
Wood Tarver Financial Group
Idaho
$133K
CSC
1536
Caldwell Sutter Capital
California
$131K
SIP
1537
Sellwood Investment Partners
Oregon
$128K
PCTC
1538
Perkins Coie Trust Company
Washington
$128K
CFD
1539
Creative Financial Designs
Indiana
$122K
MG
1540
MilWealth Group
Wisconsin
$120K
WWM
1541
Wolff Wiese Magana
California
$113K
MDCM
1542
Morgan Dempsey Capital Management
Wisconsin
$113K
PCM
1543
Palouse Capital Management
Washington
$112K
AT
1544
Avalon Trust
New Mexico
$108K
WPA
1545
West Paces Advisors
Georgia
$103K
SFC
1546
SYM Financial Corp
Indiana
$102K
PWM
1547
Provident Wealth Management
Tennessee
$100K
JHCP
1548
Jackson Hole Capital Partners
Oklahoma
$96.5K
CWP
1549
Concord Wealth Partners
Virginia
$95.7K
UCB
1550
United Community Bank
South Carolina
$95.6K