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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
SAS
1726
SMI Advisory Services
Indiana
AP
1727
Advisors Preferred
Maryland
Barclays
1728
Barclays
United Kingdom
CWC
1729
Carolinas Wealth Consulting
North Carolina
CF
1730
Copperwynd Financial
Arizona
CFG
1731
Clayton Financial Group
Missouri
Two Sigma Investments
1732
Two Sigma Investments
New York
Dodge & Cox
1733
Dodge & Cox
California
QAM
1734
Q3 Asset Management
Michigan
CAG
1735
Curtis Advisory Group
California
Cohen & Steers
1736
Cohen & Steers
New York
PA
1737
PFG Advisors
Arizona
CM
1738
Castleark Management
Illinois
Citadel Advisors
1739
Citadel Advisors
Florida
VF
1740
Vawter Financial
Ohio
TLFA
1741
True Link Financial Advisors
California
LA
1742
Legacy Advisors
Pennsylvania
Vontobel Holding
1743
Vontobel Holding
Switzerland
BTWM
1744
Brass Tax Wealth Management
Ohio
JFGLC
1745
Johnson Financial Group LLC (Colorado)
Colorado
Wellington Management Group
1746
Wellington Management Group
Massachusetts
SIM
1747
SSI Investment Management
California
PD
1748
Planning Directions
Pennsylvania
BFA
1749
Brendel Financial Advisors
New Hampshire
ACGA
1750
Atlanta Consulting Group Advisors
Georgia