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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
WPA
1551
West Paces Advisors
Georgia
$103K
SFC
1552
SYM Financial Corp
Indiana
$102K
PWM
1553
Provident Wealth Management
Tennessee
$100K
JHCP
1554
Jackson Hole Capital Partners
Oklahoma
$96.5K
CWP
1555
Concord Wealth Partners
Virginia
$95.7K
UCB
1556
United Community Bank
South Carolina
$95.6K
HFS
1557
Hopwood Financial Services
Virginia
$95K
AIA
1558
Arcadia Investment Advisors
Idaho
$93.8K
ETS
1559
ESL Trust Services
New York
$93K
CICI
1560
Capital Investment Counsel Inc
North Carolina
$92.3K
CTWM
1561
Cherry Tree Wealth Management
Minnesota
$91.7K
BWM
1562
Bernard Wealth Management
Michigan
$90.7K
TF
1563
Tompkins Financial
New York
$89.7K
IRC
1564
Investors Research Corp
Georgia
$89K
TCM
1565
TD Capital Management
Tennessee
$88.2K
FMB
1566
Field & Main Bank
Kentucky
$77.7K
NC
1567
North Capital
Utah
$76.9K
CFFP
1568
Center for Financial Planning
Michigan
$75.8K
ST
1569
Smithfield Trust
Pennsylvania
$75K
IA
1570
IFS Advisors
Kansas
$74.4K
TCM
1571
TruNorth Capital Management
Michigan
$73.2K
SA
1572
SRH Advisors
Kansas
$71.9K
APW
1573
Atlantic Private Wealth
North Carolina
$70.7K
TWM
1574
Topsail Wealth Management
North Carolina
$67.8K
SN
1575
Sittner & Nelson
Oregon
$67.2K