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