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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 %
HDIM
351
Hanson & Doremus Investment Management
Vermont
$5.16M +$6.4K +34 +0.1%
PW
352
Potentia Wealth
California
$5.15M +$995K +5,289 +24%
AAM
353
Aureus Asset Management
Massachusetts
$5.13M
MCCA
354
Mill Creek Capital Advisors
Pennsylvania
$5.12M -$1.08M -5,742 -17%
SYBT
355
Stock Yards Bank & Trust
Kentucky
$5.11M +$480K +2,553 +10%
IWM
356
IHT Wealth Management
Illinois
$5.11M -$156K -829 -3%
FA
357
Flagstar Advisors
New York
$5.1M -$404K -2,149 -7%
FM
358
Foster & Motley
Ohio
$5.08M +$2.05M +10,875 +67%
SIA
359
Stegner Investment Associates
Kentucky
$5M +$564 +3 +0%
SFM
360
Signet Financial Management
New Jersey
$4.98M -$326K -1,731 -6%
CWS
361
Confluence Wealth Services
Pennsylvania
$4.98M +$136K +761 +3%
CVA
362
Central Valley Advisors
California
$4.94M -$226K -1,200 -4%
SCM
363
SOL Capital Management
Maryland
$4.92M +$8.66K +46 +0.2%
PWPS
364
Pinnacle Wealth Planning Services
Ohio
$4.92M +$12.8K +68 +0.3%
HWA
365
Hillcrest Wealth Advisors
New Jersey
$4.9M -$37.6K -200 -0.8%
AG
366
AlTi Global
New York
$4.88M -$232K -1,234 -5%
MPM
367
Meritage Portfolio Management
Kansas
$4.87M -$307K -1,632 -6%
QCM
368
Quantinno Capital Management
New York
$4.84M +$2.6M +13,793 +116%
GSWM
369
Golden State Wealth Management
California
$4.84M +$4.4M +23,401 +1,019%
GVAG
370
Great Valley Advisor Group
Delaware
$4.82M +$52.1K +277 +1%
BIS
371
BG Investment Services
Guam
$4.81M -$2.38M -12,650 -33%
FAM
372
Forte Asset Management
New York
$4.79M +$292K +1,553 +6%
DWT
373
Dorsey & Whitney Trust
South Dakota
$4.79M -$449K -2,385 -9%
JFG
374
JMG Financial Group
Illinois
$4.77M -$33.7K -179 -0.7%
BFM
375
Broadview Financial Management
Wisconsin
$4.77M -$14.1K -75 -0.3%