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iShares Russell 1000 Value ETF

1,690 hedge funds and large institutions have $50.4B invested in iShares Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 518 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,690
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.96%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.41%
New
119
Increased
518
Reduced
641
Closed
110
Calls
$114M
Puts
$1.11B
Net Calls
-$992M
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
I2I
226
Insight 2811 Inc
Illinois
$11.2M -$528K -2,805 -4%
SWP
227
Sagespring Wealth Partners
Tennessee
$11M -$483K -2,567 -4%
MDSL
228
M.D. Sass LLC
New York
$11M -$26.3M -139,546 -71%
CF
229
Copperwynd Financial
Arizona
$10.8M +$10.8M +57,616 New
AWE
230
Avidian Wealth Enterprises
Texas
$10.8M +$34.6K +184 +0.3%
BF
231
BOK Financial
Oklahoma
$10.7M -$46.7K -248 -0.4%
OC
232
Oppenheimer & Co
New York
$10.7M -$1.27M -6,746 -11%
HTC
233
Haverford Trust Company
Pennsylvania
$10.7M +$8.84K +47 +0.1%
VWA
234
Visionary Wealth Advisors
Illinois
$10.5M -$90.1K -479 -0.9%
IP
235
Investment Partners
Ohio
$10.5M -$149K -792 -1%
BAM
236
Berkshire Asset Management
Pennsylvania
$10.4M +$6.41M +34,655 +162%
AC
237
Apella Capital
Connecticut
$10.1M +$8.72M +48,783 +643%
Bessemer Group
238
Bessemer Group
New Jersey
$10M +$643K +3,415 +7%
GIM
239
Goelzer Investment Management
Indiana
$9.98M +$20.9K +111 +0.2%
MG
240
Mather Group
Illinois
$9.96M -$600K -3,187 -6%
JFGIW
241
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.91M -$240K -1,278 -2%
CPIG
242
Chicago Partners Investment Group
Illinois
$9.86M +$919 +5 +0%
JFG
243
Jefferies Financial Group
New York
$9.69M +$1.13M +5,996 +13%
NOI
244
Newton One Investments
Delaware
$9.67M -$65.1K -346 -0.7%
SCM
245
SCS Capital Management
Massachusetts
$9.63M +$9.63M +51,196 New
JIC
246
Johnson Investment Counsel
Ohio
$9.45M -$134K -713 -1%
MBT
247
Montecito Bank & Trust
California
$9.35M +$50.6K +269 +0.5%
NW
248
NewEdge Wealth
Pennsylvania
$9.35M -$7.12M -37,849 -43%
NGA
249
Naples Global Advisors
Florida
$9.29M +$389K +2,069 +4%
IWC
250
Integrated Wealth Concepts
Massachusetts
$9.09M -$599K -3,185 -6%