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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
WIM
1576
Westside Investment Management
California
$66.8K
FCAS
1577
First Command Advisory Services
Texas
$62.5K
HFS
1578
Hantz Financial Services
Michigan
$60K
CB
1579
CNB Bank
Pennsylvania
$59.2K
MHR
1580
Matthew Hamilton Rosenberg
$59K
WPA
1581
Wealth Preservation Advisors
Tennessee
$59K
SL
1582
Salomon & Ludwin
Virginia
$58.3K
FFWM
1583
Future Financial Wealth Management
Ohio
$58.3K
LAM
1584
LOM Asset Management
$58K
CAWM
1585
Capital A Wealth Management
Pennsylvania
$57.2K
PSB
1586
Piscataqua Savings Bank
New Hampshire
$56.3K
PPA
1587
Painted Porch Advisors
California
$56.1K
LAMC
1588
Longview Asset Management (California)
California
$55.5K
RFS
1589
Richardson Financial Services
Massachusetts
$55.4K
OSNBOA
1590
Old Second National Bank of Aurora
Illinois
$55.2K
EWP
1591
Elevation Wealth Partners
California
$54.4K
AEPWM
1592
Atlantic Edge Private Wealth Management
Florida
$52.6K
OL
1593
one8zero8 LLC
North Carolina
$52.2K
NSIM
1594
North Star Investment Management
Illinois
$52.2K
PIP
1595
Peachtree Investment Partners
Florida
$51.6K
BMC
1596
Bear Mountain Capital
Washington
$50.7K
HWA
1597
HHM Wealth Advisors
Tennessee
$49.3K
MWM
1598
MGB Wealth Management
Texas
$49.2K
CWM
1599
Centricity Wealth Management
Ohio
$48.6K
CT
1600
Caldwell Trust
Florida
$48K