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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
WW
1776
Winnow Wealth
Texas
CCM
1777
Cloud Capital Management
Washington
WF
1778
Wayfinding Financial
Washington
S
1779
Sachetta
Massachusetts
NWM
1780
Nova Wealth Management
Florida
MM
1781
Main Management
California
AF
1782
Abound Financial
California
NCM
1783
Northwest Capital Management
Oregon
MIM
1784
Marshall Investment Management
Colorado
GFPC
1785
Global Financial Private Client
Florida
CPA
1786
Compass Planning Associates
Massachusetts
Amundi
1787
Amundi
France
DCBT
1788
Dakota Community Bank & Trust
North Dakota
WA
1789
Whipplewood Advisors
Colorado
SIM
1790
Studio Investment Management
Illinois
MSWM
1791
Mowery & Schoenfeld Wealth Management
Illinois
FWA
1792
FSC Wealth Advisors
New York
GP
1793
Greenline Partners
New York
EF
1794
Elite Financial
Idaho
HCP
1795
Hexagon Capital Partners
Arkansas
GWSA
1796
Global Wealth Strategies & Associates
Colorado
SHF
1797
Safe Harbor Fiduciary
Florida
TCPG
1798
Trivant Custom Portfolio Group
California
HC
1799
Hara Capital
Washington
KGP
1800
Keystone Global Partners
Colorado