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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 %
Aristotle Capital Management
251
Aristotle Capital Management
California
$8.92M -$30.8M -163,686 -78%
Allspring Global Investments
252
Allspring Global Investments
North Carolina
$8.91M -$3.51M -18,660 -28%
TWM
253
Tradition Wealth Management
Minnesota
$8.87M +$753 +4 +0%
MCM
254
Morton Capital Management
California
$8.82M +$765K +4,066 +9%
NA
255
Nottingham Advisors
New York
$8.68M -$1.78M -9,474 -17%
JWA
256
JFS Wealth Advisors
Pennsylvania
$8.67M -$5.46K -29 -0.1%
AWMNH
257
Arcadia Wealth Management (New Hampshire)
New Hampshire
$8.67M +$8.67M +46,073 New
DT
258
Diversified Trust
Tennessee
$8.6M -$171K -907 -2%
HNB
259
Huntington National Bank
Ohio
$8.5M -$7.79M
CFG
260
Clayton Financial Group
Missouri
$8.47M +$70.2K +373 +0.8%
BTI
261
Blue Trust Inc
Georgia
$8.46M -$728K -3,868 -8%
NL
262
NWAM LLC
Washington
$8.45M -$770K -4,091 -8%
HW
263
Hancock Whitney
Mississippi
$8.33M -$482K -2,559 -5%
VFA
264
Valeo Financial Advisors
Indiana
$8.27M -$137K -727 -2%
LCOV
265
London Company of Virginia
Virginia
$8.23M -$46.4M -246,400 -85%
SWM
266
Segment Wealth Management
Texas
$8.19M -$474K -2,521 -5%
OFS
267
Oldfather Financial Services
Nebraska
$8.18M +$39.3K +209 +0.5%
FCP
268
Fidelis Capital Partners
Florida
$8.11M -$144K -798 -2%
R
269
Rebalance
California
$8.01M +$101K +536 +1%
SC
270
Sierra Capital
Florida
$8M -$226K -1,203 -3%
WFA
271
Wellspring Financial Advisors
Ohio
$7.99M +$3.39K +18 +0%
MAM
272
Marquette Asset Management
Minnesota
$7.82M -$122K -651 -2%
Kayne Anderson Rudnick Investment Management
273
Kayne Anderson Rudnick Investment Management
California
$7.77M -$18.2M -96,865 -70%
OFG
274
Oxford Financial Group
Indiana
$7.71M -$74.3K -395 -1%
AFP
275
Ausdal Financial Partners
Iowa
$7.71M -$406K -2,157 -5%