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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
TCA
1751
Transcend Capital Advisors
New Jersey
MHI
1752
Miller Howard Investments
New York
YIH
1753
Y-Intercept (HK)
Hong Kong
AFM
1754
Armstrong Fleming & Moore
District of Columbia
NC
1755
NovaPoint Capital
Georgia
IA
1756
Integrity Alliance
Iowa
IP
1757
Ignite Planners
California
ACP
1758
Aveo Capital Partners
Colorado
BC
1759
Brio Consultants
California
SL
1760
Sentinus LLC
Illinois
SCA
1761
St. Clair Advisors
Ohio
FOA
1762
Five Oceans Advisors
California
CCM
1763
Cullen Capital Management
New York
CMAI
1764
Capital Management Associates Inc
Minnesota
KIA
1765
KCM Investment Advisors
California
TFS
1766
Thoroughbred Financial Services
Tennessee
PRS
1767
Pinkerton Retirement Specialists
Idaho
4WM
1768
44 Wealth Management
Oregon
JWBC
1769
J.W. Burns & Co
New York
PA
1770
Probity Advisors
Texas
BA
1771
Bluesphere Advisors
Pennsylvania
IA
1772
Inspire Advisors
Idaho
VBA
1773
von Borstel & Associates
Oregon
WW
1774
Winnow Wealth
Texas
CCM
1775
Cloud Capital Management
Washington