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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
FG
1701
Fairman Group
Pennsylvania
$3.11K
PCA
1702
PMV Capital Advisers
Texas
$3.11K
KHC
1703
Koesten Hirschmann & Crabtree
Kansas
$2.75K
NEWAS
1704
N.E.W. Advisory Services
Wisconsin
$1.55K
MSG
1705
Main Street Group
Virginia
$1.55K
AF
1706
Alerus Financial
North Dakota
$1.55K
TRCT
1707
Tower Research Capital (TRC)
New York
$1.55K
HFS
1708
Hughes Financial Services
Virginia
$1.36K
KWM
1709
Kiker Wealth Management
Georgia
$777
CIM
1710
Contravisory Investment Management
Massachusetts
$777
RIA
1711
Realta Investment Advisors
Delaware
$494
APF
1712
Alaska Permanent Fund
Alaska
CP
1713
Coho Partners
Pennsylvania
CWM
1714
Cordatus Wealth Management
Pennsylvania
FCI
1715
Financial Counselors Inc
Kansas
SAS
1716
SMI Advisory Services
Indiana
AP
1717
Advisors Preferred
Maryland
Barclays
1718
Barclays
United Kingdom
CWC
1719
Carolinas Wealth Consulting
North Carolina
CF
1720
Copperwynd Financial
Arizona
CFG
1721
Clayton Financial Group
Missouri
BI
1722
Ballast Inc
Kentucky
Two Sigma Investments
1723
Two Sigma Investments
New York
Dodge & Cox
1724
Dodge & Cox
California
QAM
1725
Q3 Asset Management
Michigan