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iShares Russell 1000 Value ETF

1,710 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, 575 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
1,710
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
CTA
1626
Colonial Trust Advisors
South Carolina
$28.6K
DWS
1627
Dynamic Wealth Strategies
California
$28.2K
PA
1628
Pineridge Advisors
Missouri
$27.9K
FWA
1629
Flagship Wealth Advisors
Massachusetts
$27.8K
BIG
1630
Brooklyn Investment Group
New York
$27.8K
AW
1631
Avion Wealth
Texas
$27K
VCM
1632
Versant Capital Management
Arizona
$26.8K
TH
1633
TCTC Holdings
Texas
$26.4K
RMP
1634
Richards, Merrill & Peterson
Washington
$26.2K
AIA
1635
Armor Investment Advisors
North Carolina
$26.2K
VanEck Associates
1636
VanEck Associates
New York
$26K
PFG
1637
Putney Financial Group
California
$25.3K
MBFW
1638
Morton Brown Family Wealth
Pennsylvania
$24.7K
MSFP
1639
Mark Sheptoff Financial Planning
Connecticut
$24.5K
RWPA
1640
Richard W. Paul & Associates
Michigan
$24.5K
CMBA
1641
C.M. Bidwell & Associates
Hawaii
$24.1K
BMM
1642
Berkshire Money Management
Massachusetts
$23.9K
SR
1643
Syntax Research
Florida
$23.7K
TLCM
1644
Twin Lakes Capital Management
California
$23.1K
SCA
1645
Stuart Chaussee & Associates
California
$22.7K
CCM
1646
Chilton Capital Management
Texas
$21.9K
FFA
1647
Frazier Financial Advisors
Ohio
$21K
FAI
1648
Fiduciary Advisors Inc
Missouri
$21K
TSMHT
1649
Thurston Springer Miller Herd & Titak
Indiana
$20.6K
PIS
1650
POM Investment Strategies
North Carolina
$20.6K