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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
EWA
1651
EQ Wealth Advisors
Texas
$20K
KG
1652
Kilter Group
New York
$20K
TC
1653
Truvestments Capital
Florida
$19.4K
GM
1654
GeoWealth Management
Illinois
$19.4K
CWIG
1655
Chung Wu Investment Group
Texas
$19.4K
RA
1656
Rise Advisors
New York
$19.3K
CWM
1657
CarsonAllaria Wealth Management
Illinois
$19.3K
BIA
1658
Bell Investment Advisors
California
$19.2K
FMP
1659
Financial Management Professionals
Texas
$18.6K
CVM
1660
Cheviot Value Management
California
$18.6K
FDW
1661
Fourth Dimension Wealth
Ohio
$17.7K
GWP
1662
Gen-Wealth Partners
Michigan
$16.9K
CFP
1663
Comprehensive Financial Planning
Pennsylvania
$16.5K
CIA
1664
Cape Investment Advisory
Georgia
$13.8K
AWM
1665
Accredited Wealth Management
Kentucky
$13.6K
EA
1666
Evolution Advisers
Virginia
$13K
RMC
1667
Resources Management Corp
Connecticut
$13K
DWA
1668
Delos Wealth Advisors
Texas
$12.8K
PCM
1669
Perritt Capital Management
Illinois
$12.7K
VWWMG
1670
Vermillion & White Wealth Management Group
Pennsylvania
$12.6K
VWM
1671
Valley Wealth Managers
New Jersey
$12K
HWM
1672
HighMark Wealth Management
Minnesota
$11.9K
IF
1673
Integrity Financial
Wyoming
$11.3K
AG
1674
AmeriFlex Group
Nevada
$11.2K
OAJ
1675
Ogorek Anthony Joseph
New York
$11K