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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
TSMHT
1651
Thurston Springer Miller Herd & Titak
Indiana
$20.6K
EWA
1652
EQ Wealth Advisors
Texas
$20K
KG
1653
Kilter Group
New York
$20K
TC
1654
Truvestments Capital
Florida
$19.4K
GM
1655
GeoWealth Management
Illinois
$19.4K
CWIG
1656
Chung Wu Investment Group
Texas
$19.4K
RA
1657
Rise Advisors
New York
$19.3K
CWM
1658
CarsonAllaria Wealth Management
Illinois
$19.3K
BIA
1659
Bell Investment Advisors
California
$19.2K
FMP
1660
Financial Management Professionals
Texas
$18.6K
CVM
1661
Cheviot Value Management
California
$18.6K
FDW
1662
Fourth Dimension Wealth
Ohio
$17.7K
GWP
1663
Gen-Wealth Partners
Michigan
$16.9K
CFP
1664
Comprehensive Financial Planning
Pennsylvania
$16.5K
CIA
1665
Cape Investment Advisory
Georgia
$13.8K
AWM
1666
Accredited Wealth Management
Kentucky
$13.6K
EA
1667
Evolution Advisers
Virginia
$13K
RMC
1668
Resources Management Corp
Connecticut
$13K
DWA
1669
Delos Wealth Advisors
Texas
$12.8K
PCM
1670
Perritt Capital Management
Illinois
$12.7K
VWWMG
1671
Vermillion & White Wealth Management Group
Pennsylvania
$12.6K
VWM
1672
Valley Wealth Managers
New Jersey
$12K
HWM
1673
HighMark Wealth Management
Minnesota
$11.9K
IF
1674
Integrity Financial
Wyoming
$11.3K
AG
1675
AmeriFlex Group
Nevada
$11.2K