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iShares Russell 1000 Value ETF

1,705 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, 571 increasing their positions, 573 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,705
Holders Change
+15
Holders Change %
+0.89%
% of All Funds
22.86%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.38%
New
136
Increased
571
Reduced
573
Closed
87
Calls
$138M
Puts
$1.07B
Net Calls
-$928M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1651
Rise Advisors
New York
$19.3K -$28.9K -148 -60%
CWM
1652
CarsonAllaria Wealth Management
Illinois
$19.3K +$195 +1 +1%
BIA
1653
Bell Investment Advisors
California
$19.2K +$19.2K +99 New
FMP
1654
Financial Management Professionals
Texas
$18.6K
CVM
1655
Cheviot Value Management
California
$18.6K +$5.87K +30 +46%
FDW
1656
Fourth Dimension Wealth
Ohio
$17.7K
GWP
1657
Gen-Wealth Partners
Michigan
$16.9K +$16.9K +87 New
CFP
1658
Comprehensive Financial Planning
Pennsylvania
$16.5K
CIA
1659
Cape Investment Advisory
Georgia
$13.8K
AWM
1660
Accredited Wealth Management
Kentucky
$13.6K
RMC
1661
Resources Management Corp
Connecticut
$13K
EA
1662
Evolution Advisers
Virginia
$13K
DWA
1663
Delos Wealth Advisors
Texas
$12.8K +$12.8K +66 New
PCM
1664
Perritt Capital Management
Illinois
$12.7K +$195 +1 +2%
VWWMG
1665
Vermillion & White Wealth Management Group
Pennsylvania
$12.6K
VWM
1666
Valley Wealth Managers
New Jersey
$12K -$28.7K -148 -70%
HWM
1667
HighMark Wealth Management
Minnesota
$11.9K +$11.9K +61 New
IF
1668
Integrity Financial
Wyoming
$11.3K
AG
1669
AmeriFlex Group
Nevada
$11.2K
OAJ
1670
Ogorek Anthony Joseph
New York
$11K
LC
1671
Luminist Capital
Michigan
$11K
NRG
1672
Nemes Rush Group
Michigan
$9.91K -$1.75K -9 -15%
VWA
1673
Valued Wealth Advisors
Utah
$9.71K +$9.71K +50 New
IFS
1674
Intelligent Financial Strategies
Minnesota
$9.71K +$9.71K +50 New
HNW
1675
High Note Wealth
Minnesota
$9.13K