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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
4WM
1776
44 Wealth Management
Oregon
PRS
1777
Pinkerton Retirement Specialists
Idaho
JWBC
1778
J.W. Burns & Co
New York
PA
1779
Probity Advisors
Texas
BA
1780
Bluesphere Advisors
Pennsylvania
IA
1781
Inspire Advisors
Idaho
VBA
1782
von Borstel & Associates
Oregon
WW
1783
Winnow Wealth
Texas
CCM
1784
Cloud Capital Management
Washington
LWANC
1785
Laurel Wealth Advisors (North Carolina)
North Carolina
WF
1786
Wayfinding Financial
Washington
S
1787
Sachetta
Massachusetts
NWM
1788
Nova Wealth Management
Florida
MM
1789
Main Management
California
AF
1790
Abound Financial
California
NCM
1791
Northwest Capital Management
Oregon
MIM
1792
Marshall Investment Management
Colorado
GFPC
1793
Global Financial Private Client
Florida
CPA
1794
Compass Planning Associates
Massachusetts
Amundi
1795
Amundi
France
DCBT
1796
Dakota Community Bank & Trust
North Dakota
WA
1797
Whipplewood Advisors
Colorado
SIM
1798
Studio Investment Management
Illinois
MSWM
1799
Mowery & Schoenfeld Wealth Management
Illinois
FWA
1800
FSC Wealth Advisors
New York