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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
MWM
1751
Modern Wealth Management
Kansas
RWM
1752
Revisor Wealth Management
Ohio
CL
1753
CSS LLC
Illinois
Eagle Capital Management (New York)
1754
Eagle Capital Management (New York)
New York
GS
1755
GWN Securities
Florida
ARC
1756
Advisor Resource Council
Texas
BCM
1757
Beaumont Capital Management
Massachusetts
GAA
1758
Global Assets Advisory
Florida
FCAM
1759
First Citizens Asset Management
North Carolina
TCA
1760
Transcend Capital Advisors
New Jersey
MHI
1761
Miller Howard Investments
New York
YIH
1762
Y-Intercept (HK)
Hong Kong
AFM
1763
Armstrong Fleming & Moore
District of Columbia
NC
1764
NovaPoint Capital
Georgia
IA
1765
Integrity Alliance
Iowa
IP
1766
Ignite Planners
California
ACP
1767
Aveo Capital Partners
Colorado
BC
1768
Brio Consultants
California
SL
1769
Sentinus LLC
Illinois
SCA
1770
St. Clair Advisors
Ohio
FOA
1771
Five Oceans Advisors
California
CCM
1772
Cullen Capital Management
New York
CMAI
1773
Capital Management Associates Inc
Minnesota
KIA
1774
KCM Investment Advisors
California
TFS
1775
Thoroughbred Financial Services
Tennessee