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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
AWM
1601
Abound Wealth Management
Tennessee
$47.8K
FGC
1602
Financial Gravity Companies
Texas
$47.4K
T
1603
Tidemark
California
$47.4K
FP
1604
Financial Perspectives
Minnesota
$46.9K
NECFA
1605
New England Capital Financial Advisors
Connecticut
$45.1K
QWM
1606
Quaker Wealth Management
New Jersey
$44.5K
OWA
1607
Opal Wealth Advisors
New York
$43.3K
RCM
1608
Richardson Capital Management
Wisconsin
$43.3K
VNA
1609
Valley National Advisers
Pennsylvania
$43K
MIA
1610
Milestone Investment Advisors
Wisconsin
$42.3K
JFG
1611
JDM Financial Group
Texas
$42.3K
Victory Capital Management
1612
Victory Capital Management
Texas
$41.8K
PWMG
1613
Prestige Wealth Management Group
New Jersey
$39K
GWM
1614
Gitterman Wealth Management
New Jersey
$39K
CCMI
1615
Creative Capital Management Investments
California
$38.8K
AWM
1616
Aberdeen Wealth Management
Illinois
$38.8K
CPG
1617
Cornerstone Planning Group
New Jersey
$37.6K
QT
1618
Quantbot Technologies
New York
$36.3K
VWA
1619
VSM Wealth Advisory
Maryland
$35.9K
PFSC
1620
Peoples Financial Services Corp
Pennsylvania
$35.9K
SIC
1621
SJS Investment Consulting
Ohio
$35.5K
AIM
1622
Access Investment Management
Georgia
$35K
CAM
1623
Clarity Asset Management
Iowa
$35K
MAS
1624
MPWM Advisory Solutions
Georgia
$34.8K
SC
1625
Stephens Consulting
Michigan
$33.4K