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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
OWA
1601
Opal Wealth Advisors
New York
$43.3K
RCM
1602
Richardson Capital Management
Wisconsin
$43.3K
VNA
1603
Valley National Advisers
Pennsylvania
$43K
MIA
1604
Milestone Investment Advisors
Wisconsin
$42.3K
JFG
1605
JDM Financial Group
Texas
$42.3K
Victory Capital Management
1606
Victory Capital Management
Texas
$41.8K
PWMG
1607
Prestige Wealth Management Group
New Jersey
$39K
GWM
1608
Gitterman Wealth Management
New Jersey
$39K
CCMI
1609
Creative Capital Management Investments
California
$38.8K
AWM
1610
Aberdeen Wealth Management
Illinois
$38.8K
CPG
1611
Cornerstone Planning Group
New Jersey
$37.6K
QT
1612
Quantbot Technologies
New York
$36.3K
VWA
1613
VSM Wealth Advisory
Maryland
$35.9K
PFSC
1614
Peoples Financial Services Corp
Pennsylvania
$35.9K
SIC
1615
SJS Investment Consulting
Ohio
$35.5K
AIM
1616
Access Investment Management
Georgia
$35K
CAM
1617
Clarity Asset Management
Iowa
$35K
MAS
1618
MPWM Advisory Solutions
Georgia
$34.8K
SC
1619
Stephens Consulting
Michigan
$33.4K
RWM
1620
RMG Wealth Management
Wisconsin
$33.3K
PWAM
1621
Private Wealth Asset Management
Iowa
$32.8K
MLA
1622
MB, Levis & Associates
Pennsylvania
$31.9K
DAM
1623
Delta Asset Management
Tennessee
$31.1K
BAM
1624
Bellevue Asset Management
Washington
$29.1K
ATC
1625
Advantage Trust Company
Kansas
$28.9K