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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
SG Americas Securities
151
SG Americas Securities
New York
$20.6M
VVP
152
Venture Visionary Partners
Ohio
$20.6M
AC
153
AWM Capital
Arizona
$20.4M
SA
154
Sylvest Advisors
Texas
$20.3M
AAP
155
Arax Advisory Partners
Colorado
$20.1M
FEG
156
Fund Evaluation Group
Ohio
$20M
BWCS
157
Beirne Wealth Consulting Services
Connecticut
$19.7M
WCAMG
158
Woodard & Company Asset Management Group
North Carolina
$19.5M
WW
159
Westshore Wealth
California
$19.4M
CI
160
Cambiar Investors
Colorado
$18.9M
UCFA
161
United Capital Financial Advisors
Texas
$18.5M
AP
162
Americana Partners
Texas
$18.5M
CWM
163
Congress Wealth Management
Massachusetts
$18.3M
VA
164
VestGen Advisors
Illinois
$17.9M
CWA
165
CM Wealth Advisors
Ohio
$17.9M
Boston Partners
166
Boston Partners
Massachusetts
$17.6M
IIC
167
Integrated Investment Consultants
Michigan
$17.5M
GIA
168
GHP Investment Advisors
Colorado
$17.4M
P
169
&Partners
Tennessee
$17.2M
SWA
170
Stratos Wealth Advisors
Ohio
$17.2M
IFO
171
Independent Family Office
New York
$17M
PAS
172
Park Avenue Securities
New York
$16.9M
AAS
173
Avantax Advisory Services
Texas
$16.9M
ZIM
174
Zacks Investment Management
Illinois
$16.8M
OAM
175
Oppenheimer Asset Management
New York
$16.7M