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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
HFS
1551
Hopwood Financial Services
Virginia
$95K
AIA
1552
Arcadia Investment Advisors
Idaho
$93.8K
ETS
1553
ESL Trust Services
New York
$93K
CICI
1554
Capital Investment Counsel Inc
North Carolina
$92.3K
CTWM
1555
Cherry Tree Wealth Management
Minnesota
$91.7K
BWM
1556
Bernard Wealth Management
Michigan
$90.7K
TF
1557
Tompkins Financial
New York
$89.7K
IRC
1558
Investors Research Corp
Georgia
$89K
TCM
1559
TD Capital Management
Tennessee
$88.2K
FMB
1560
Field & Main Bank
Kentucky
$77.7K
NC
1561
North Capital
Utah
$76.9K
CFFP
1562
Center for Financial Planning
Michigan
$75.8K
ST
1563
Smithfield Trust
Pennsylvania
$75K
IA
1564
IFS Advisors
Kansas
$74.4K
TCM
1565
TruNorth Capital Management
Michigan
$73.2K
SA
1566
SRH Advisors
Kansas
$71.9K
APW
1567
Atlantic Private Wealth
North Carolina
$70.7K
TWM
1568
Topsail Wealth Management
North Carolina
$67.8K
SN
1569
Sittner & Nelson
Oregon
$67.2K
WIM
1570
Westside Investment Management
California
$66.8K
FCAS
1571
First Command Advisory Services
Texas
$62.5K
HFS
1572
Hantz Financial Services
Michigan
$60K
CB
1573
CNB Bank
Pennsylvania
$59.2K
MHR
1574
Matthew Hamilton Rosenberg
$59K
WPA
1575
Wealth Preservation Advisors
Tennessee
$59K