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