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