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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 %
WT
326
Whittier Trust
California
$5.93M -$371K -1,970 -6%
QCG
327
Quadrant Capital Group
Ohio
$5.91M -$4.7K -25 -0.1%
Principal Financial Group
328
Principal Financial Group
Iowa
$5.87M -$1.16M -6,141 -16%
AI
329
Auour Investments
Massachusetts
$5.83M +$609K +3,342 +12%
SCA
330
Snowden Capital Advisors
New York
$5.78M -$1.9M -10,097 -25%
WFS
331
Widmann Financial Services
Maryland
$5.76M +$153K +811 +3%
MCM
332
Manchester Capital Management
Vermont
$5.75M +$869K +4,617 +18%
HCA
333
Harbour Capital Advisors
Virginia
$5.73M
UWPG
334
Ullmann Wealth Partners Group
Florida
$5.7M -$163K -864 -3%
PI
335
PineBridge Investments
New York
$5.68M -$2.54M -13,496 -31%
GIA
336
Gladstone Institutional Advisory
Florida
$5.62M +$147K +783 +3%
SWP
337
Stratos Wealth Partners
Ohio
$5.61M -$307K -1,634 -5%
RTL
338
Red Tortoise LLC
Georgia
$5.59M +$20.3K +108 +0.4%
HR
339
Hardy Reed
Mississippi
$5.58M
RIL
340
Rothschild Investment LLC
Illinois
$5.5M +$56.6K +301 +1%
BA
341
Brightwater Advisory
Florida
$5.48M -$75.1K -399 -1%
TLA
342
Tanglewood Legacy Advisors
Texas
$5.48M +$275K +1,459 +5%
BAMG
343
Brand Asset Management Group
Missouri
$5.47M -$81.3K -432 -1%
WTC
344
WhitTier Trust Company
Nevada
$5.47M -$22.6K -120 -0.4%
CB
345
Community Bank
New York
$5.44M -$32.2K -171 -0.6%
DI
346
Disciplined Investments
Oklahoma
$5.44M -$48.7K -259 -0.9%
AT
347
American Trust
Kentucky
$5.28M +$2.57M +13,682 +95%
TW
348
Towerpoint Wealth
California
$5.26M -$393K -2,090 -7%
Mackenzie Financial
349
Mackenzie Financial
Ontario, Canada
$5.19M
WTB
350
Washington Trust Bank
Washington
$5.19M +$2.37M +12,615 +84%