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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
Dodge & Cox
1726
Dodge & Cox
California
QAM
1727
Q3 Asset Management
Michigan
CAG
1728
Curtis Advisory Group
California
Cohen & Steers
1729
Cohen & Steers
New York
PA
1730
PFG Advisors
Arizona
CM
1731
Castleark Management
Illinois
Citadel Advisors
1732
Citadel Advisors
Florida
VF
1733
Vawter Financial
Ohio
TLFA
1734
True Link Financial Advisors
California
LA
1735
Legacy Advisors
Pennsylvania
Vontobel Holding
1736
Vontobel Holding
Switzerland
BTWM
1737
Brass Tax Wealth Management
Ohio
JFGLC
1738
Johnson Financial Group LLC (Colorado)
Colorado
Wellington Management Group
1739
Wellington Management Group
Massachusetts
SIM
1740
SSI Investment Management
California
PD
1741
Planning Directions
Pennsylvania
BFA
1742
Brendel Financial Advisors
New Hampshire
ACGA
1743
Atlanta Consulting Group Advisors
Georgia
MWM
1744
Modern Wealth Management
Kansas
RWM
1745
Revisor Wealth Management
Ohio
CL
1746
CSS LLC
Illinois
Eagle Capital Management (New York)
1747
Eagle Capital Management (New York)
New York
GS
1748
GWN Securities
Florida
ARC
1749
Advisor Resource Council
Texas
BCM
1750
Beaumont Capital Management
Massachusetts