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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
TLCM
1651
Twin Lakes Capital Management
California
$23.1K
SCA
1652
Stuart Chaussee & Associates
California
$22.7K
CCM
1653
Chilton Capital Management
Texas
$21.9K
FFA
1654
Frazier Financial Advisors
Ohio
$21K
FAI
1655
Fiduciary Advisors Inc
Missouri
$21K
PIS
1656
POM Investment Strategies
North Carolina
$20.6K
TSMHT
1657
Thurston Springer Miller Herd & Titak
Indiana
$20.6K
EWA
1658
EQ Wealth Advisors
Texas
$20K
KG
1659
Kilter Group
New York
$20K
TC
1660
Truvestments Capital
Florida
$19.4K
GM
1661
GeoWealth Management
Illinois
$19.4K
CWIG
1662
Chung Wu Investment Group
Texas
$19.4K
RA
1663
Rise Advisors
New York
$19.3K
CWM
1664
CarsonAllaria Wealth Management
Illinois
$19.3K
BIA
1665
Bell Investment Advisors
California
$19.2K
FMP
1666
Financial Management Professionals
Texas
$18.6K
CVM
1667
Cheviot Value Management
California
$18.6K
FDW
1668
Fourth Dimension Wealth
Ohio
$17.7K
GWP
1669
Gen-Wealth Partners
Michigan
$16.9K
CFP
1670
Comprehensive Financial Planning
Pennsylvania
$16.5K
CIA
1671
Cape Investment Advisory
Georgia
$13.8K
AWM
1672
Accredited Wealth Management
Kentucky
$13.6K
RMC
1673
Resources Management Corp
Connecticut
$13K
EA
1674
Evolution Advisers
Virginia
$13K
DWA
1675
Delos Wealth Advisors
Texas
$12.8K