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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
T
1701
Transce3nd
Texas
$5.63K
GIP
1702
Granite Investment Partners
California
$5.63K
LB
1703
Legacy Bridge
Iowa
$4.86K
HWM
1704
Horizons Wealth Management
North Carolina
$4.86K
Q1WB
1705
Quest 10 Wealth Builders
Virginia
$4.47K
IHWM
1706
Iron Horse Wealth Management
Iowa
$4.47K
HFM
1707
Harvest Fund Management
China
$4K
TFA
1708
Toth Financial Advisory
Virginia
$3.88K
AWM
1709
AllSquare Wealth Management
New York
$3.88K
NC
1710
NewSquare Capital
Pennsylvania
$3.88K
FG
1711
Fairman Group
Pennsylvania
$3.11K
PCA
1712
PMV Capital Advisers
Texas
$3.11K
KHC
1713
Koesten Hirschmann & Crabtree
Kansas
$2.75K
NEWAS
1714
N.E.W. Advisory Services
Wisconsin
$1.55K
MSG
1715
Main Street Group
Virginia
$1.55K
AF
1716
Alerus Financial
North Dakota
$1.55K
TRCT
1717
Tower Research Capital (TRC)
New York
$1.55K
HFS
1718
Hughes Financial Services
Virginia
$1.36K
CIM
1719
Contravisory Investment Management
Massachusetts
$777
KWM
1720
Kiker Wealth Management
Georgia
$777
RIA
1721
Realta Investment Advisors
Delaware
$494
APF
1722
Alaska Permanent Fund
Alaska
CP
1723
Coho Partners
Pennsylvania
CWM
1724
Cordatus Wealth Management
Pennsylvania
FCI
1725
Financial Counselors Inc
Kansas