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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
RWM
1626
RMG Wealth Management
Wisconsin
$33.3K
PWAM
1627
Private Wealth Asset Management
Iowa
$32.8K
MLA
1628
MB, Levis & Associates
Pennsylvania
$31.9K
DAM
1629
Delta Asset Management
Tennessee
$31.1K
BAM
1630
Bellevue Asset Management
Washington
$29.1K
ATC
1631
Advantage Trust Company
Kansas
$28.9K
HIW
1632
Holos Integrated Wealth
Pennsylvania
$28.8K
CTA
1633
Colonial Trust Advisors
South Carolina
$28.6K
DWS
1634
Dynamic Wealth Strategies
California
$28.2K
PA
1635
Pineridge Advisors
Missouri
$27.9K
FWA
1636
Flagship Wealth Advisors
Massachusetts
$27.8K
BIG
1637
Brooklyn Investment Group
New York
$27.8K
AW
1638
Avion Wealth
Texas
$27K
VCM
1639
Versant Capital Management
Arizona
$26.8K
TH
1640
TCTC Holdings
Texas
$26.4K
AIA
1641
Armor Investment Advisors
North Carolina
$26.2K
RMP
1642
Richards, Merrill & Peterson
Washington
$26.2K
VanEck Associates
1643
VanEck Associates
New York
$26K
PFG
1644
Putney Financial Group
California
$25.3K
MBFW
1645
Morton Brown Family Wealth
Pennsylvania
$24.7K
MSFP
1646
Mark Sheptoff Financial Planning
Connecticut
$24.5K
RWPA
1647
Richard W. Paul & Associates
Michigan
$24.5K
CMBA
1648
C.M. Bidwell & Associates
Hawaii
$24.1K
BMM
1649
Berkshire Money Management
Massachusetts
$23.9K
SR
1650
Syntax Research
Florida
$23.7K