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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
NA
151
NewEdge Advisors
Louisiana
$21M
PFBT
152
Parkside Financial Bank & Trust
Missouri
$20.9M
SG Americas Securities
153
SG Americas Securities
New York
$20.6M
VVP
154
Venture Visionary Partners
Ohio
$20.6M
AC
155
AWM Capital
Arizona
$20.4M
SA
156
Sylvest Advisors
Texas
$20.3M
AAP
157
Arax Advisory Partners
Colorado
$20.1M
FEG
158
Fund Evaluation Group
Ohio
$20M
BWCS
159
Beirne Wealth Consulting Services
Connecticut
$19.7M
WCAMG
160
Woodard & Company Asset Management Group
North Carolina
$19.5M
WW
161
Westshore Wealth
California
$19.4M
CI
162
Cambiar Investors
Colorado
$18.9M
UCFA
163
United Capital Financial Advisors
Texas
$18.5M
AP
164
Americana Partners
Texas
$18.5M
CWM
165
Congress Wealth Management
Massachusetts
$18.3M
VA
166
VestGen Advisors
Illinois
$17.9M
CWA
167
CM Wealth Advisors
Ohio
$17.9M
Boston Partners
168
Boston Partners
Massachusetts
$17.6M
IIC
169
Integrated Investment Consultants
Michigan
$17.5M
GIA
170
GHP Investment Advisors
Colorado
$17.4M
P
171
&Partners
Tennessee
$17.2M
SWA
172
Stratos Wealth Advisors
Ohio
$17.2M
IFO
173
Independent Family Office
New York
$17M
PAS
174
Park Avenue Securities
New York
$16.9M
AAS
175
Avantax Advisory Services
Texas
$16.9M