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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
BCG
201
Breakwater Capital Group
New Jersey
$13.3M
SAM
202
Silvercrest Asset Management
New York
$13.1M
CM
203
Churchill Management
California
$12.9M
CCB
204
Country Club Bank
Missouri
$12.9M
C
205
Certuity
Florida
$12.8M
SCG
206
Sonata Capital Group
Washington
$12.8M
XF
207
XML Financial
Maryland
$12.7M
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$12.5M
WB
209
West Bancorporation
Iowa
$12.4M
SWRP
210
Summit Wealth & Retirement Planning
California
$11.9M
I2I
211
Insight 2811 Inc
Illinois
$11.8M
GPW
212
Genesis Private Wealth
Virginia
$11.7M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
213
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.7M
MDSL
214
M.D. Sass LLC
New York
$11.7M
SF
215
Summit Financial
New Jersey
$11.5M
N
216
Nuveen
North Carolina
$11.5M
ACA
217
Aptus Capital Advisors
Alabama
$11.5M
AWA
218
Arkadios Wealth Advisors
Georgia
$11.3M
CCWA
219
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M
IP
220
Investment Partners
Ohio
$11.2M
SCM
221
SCS Capital Management
Massachusetts
$11.2M
SWP
222
Sagespring Wealth Partners
Tennessee
$11.2M
IWC
223
Integrated Wealth Concepts
Massachusetts
$11.1M
AWE
224
Avidian Wealth Enterprises
Texas
$11.1M
BF
225
BOK Financial
Oklahoma
$11M