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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
SIS
1526
Sound Income Strategies
Florida
$161K
CF
1527
Centaurus Financial
California
$158K
RFA
1528
Register Financial Advisors
Georgia
$156K
HBT
1529
Hills Bank & Trust
Iowa
$151K
DFC
1530
DB Fitzpatrick & Co
Idaho
$149K
MFT
1531
Moisand Fitzgerald Tamayo
Florida
$148K
EPAM
1532
Evelyn Partners Asset Management
$145K
GWSG
1533
GPS Wealth Strategies Group
Colorado
$144K
FPF
1534
First Pacific Financial
Washington
$143K
HHGA
1535
Halbert Hargrove Global Advisors
California
$142K
USB
1536
Union Savings Bank
Connecticut
$138K
3IP
1537
3Chopt Investment Partners
Virginia
$138K
TWC
1538
TD Waterhouse Canada
Ontario, Canada
$135K
HR
1539
Howe & Rusling
New York
$134K
WTFG
1540
Wood Tarver Financial Group
Idaho
$133K
CSC
1541
Caldwell Sutter Capital
California
$131K
SIP
1542
Sellwood Investment Partners
Oregon
$128K
PCTC
1543
Perkins Coie Trust Company
Washington
$128K
CFD
1544
Creative Financial Designs
Indiana
$122K
MG
1545
MilWealth Group
Wisconsin
$120K
CAIM
1546
Catherine Avery Investment Management
Florida
$115K
WWM
1547
Wolff Wiese Magana
California
$113K
MDCM
1548
Morgan Dempsey Capital Management
Wisconsin
$113K
PCM
1549
Palouse Capital Management
Washington
$112K
AT
1550
Avalon Trust
New Mexico
$108K