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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
PCM
1676
Perritt Capital Management
Illinois
$12.7K
VWWMG
1677
Vermillion & White Wealth Management Group
Pennsylvania
$12.6K
VWM
1678
Valley Wealth Managers
New Jersey
$12K
HWM
1679
HighMark Wealth Management
Minnesota
$11.9K
IF
1680
Integrity Financial
Wyoming
$11.3K
AG
1681
AmeriFlex Group
Nevada
$11.2K
OAJ
1682
Ogorek Anthony Joseph
New York
$11K
LC
1683
Luminist Capital
Michigan
$11K
BC
1684
Broadwater Capital
Massachusetts
$10.6K
NRG
1685
Nemes Rush Group
Michigan
$9.91K
VWA
1686
Valued Wealth Advisors
Utah
$9.71K
IFS
1687
Intelligent Financial Strategies
Minnesota
$9.71K
HNW
1688
High Note Wealth
Minnesota
$9.13K
PWA
1689
Physician Wealth Advisors
Utah
$8.86K
CFG
1690
Chapman Financial Group
Hawaii
$8.16K
RI
1691
Ridgewood Investments
New Jersey
$7.96K
DFA
1692
DHJJ Financial Advisors
Illinois
$7.77K
BL
1693
BFSG LLC
California
$7.58K
1L
1694
10Elms LLP
Oklahoma
$7.38K
FCT
1695
First Community Trust
Iowa
$6.99K
EWM
1696
Evolution Wealth Management
Florida
$6.99K
LWMI
1697
Legacy Wealth Management (Idaho)
Idaho
$6.8K
LIS
1698
Legacy Investment Solutions
Idaho
$6.8K
APW
1699
Aventura Private Wealth
Florida
$6.6K
HI
1700
Hoey Investments
Pennsylvania
$6.22K