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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
SL
1576
Salomon & Ludwin
Virginia
$58.3K
FFWM
1577
Future Financial Wealth Management
Ohio
$58.3K
LAM
1578
LOM Asset Management
$58K
CAWM
1579
Capital A Wealth Management
Pennsylvania
$57.2K
PSB
1580
Piscataqua Savings Bank
New Hampshire
$56.3K
PPA
1581
Painted Porch Advisors
California
$56.1K
LAMC
1582
Longview Asset Management (California)
California
$55.5K
RFS
1583
Richardson Financial Services
Massachusetts
$55.4K
OSNBOA
1584
Old Second National Bank of Aurora
Illinois
$55.2K
EWP
1585
Elevation Wealth Partners
California
$54.4K
AEPWM
1586
Atlantic Edge Private Wealth Management
Florida
$52.6K
OL
1587
one8zero8 LLC
North Carolina
$52.2K
NSIM
1588
North Star Investment Management
Illinois
$52.2K
PIP
1589
Peachtree Investment Partners
Florida
$51.6K
BMC
1590
Bear Mountain Capital
Washington
$50.7K
HWA
1591
HHM Wealth Advisors
Tennessee
$49.3K
MWM
1592
MGB Wealth Management
Texas
$49.2K
CWM
1593
Centricity Wealth Management
Ohio
$48.6K
CT
1594
Caldwell Trust
Florida
$48K
AWM
1595
Abound Wealth Management
Tennessee
$47.8K
FGC
1596
Financial Gravity Companies
Texas
$47.4K
T
1597
Tidemark
California
$47.4K
FP
1598
Financial Perspectives
Minnesota
$46.9K
NECFA
1599
New England Capital Financial Advisors
Connecticut
$45.1K
QWM
1600
Quaker Wealth Management
New Jersey
$44.5K