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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
AWM
1701
AllSquare Wealth Management
New York
$3.88K
NC
1702
NewSquare Capital
Pennsylvania
$3.88K
FG
1703
Fairman Group
Pennsylvania
$3.11K
PCA
1704
PMV Capital Advisers
Texas
$3.11K
KHC
1705
Koesten Hirschmann & Crabtree
Kansas
$2.75K
NEWAS
1706
N.E.W. Advisory Services
Wisconsin
$1.55K
MSG
1707
Main Street Group
Virginia
$1.55K
TRCT
1708
Tower Research Capital (TRC)
New York
$1.55K
AF
1709
Alerus Financial
North Dakota
$1.55K
HFS
1710
Hughes Financial Services
Virginia
$1.36K
KWM
1711
Kiker Wealth Management
Georgia
$777
CIM
1712
Contravisory Investment Management
Massachusetts
$777
RIA
1713
Realta Investment Advisors
Delaware
$494
APF
1714
Alaska Permanent Fund
Alaska
CP
1715
Coho Partners
Pennsylvania
CWM
1716
Cordatus Wealth Management
Pennsylvania
FCI
1717
Financial Counselors Inc
Kansas
SAS
1718
SMI Advisory Services
Indiana
AP
1719
Advisors Preferred
Maryland
Barclays
1720
Barclays
United Kingdom
CWC
1721
Carolinas Wealth Consulting
North Carolina
CF
1722
Copperwynd Financial
Arizona
CFG
1723
Clayton Financial Group
Missouri
BI
1724
Ballast Inc
Kentucky
Two Sigma Investments
1725
Two Sigma Investments
New York