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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 %
SI
376
Saxon Interests
Texas
$4.76M +$1.24M +6,571 +35%
AWA
377
Alta Wealth Advisors
Massachusetts
$4.71M -$96.7K -514 -2%
UB
378
UMB Bank
Missouri
$4.7M -$438K -2,328 -9%
WAP
379
Wealthcare Advisory Partners
Pennsylvania
$4.68M +$223K +1,185 +5%
TFA
380
TPG Financial Advisors
Oregon
$4.65M +$122K +646 +3%
CM
381
Columbus Macro
Pennsylvania
$4.64M +$524K +2,785 +13%
DPI
382
Diversified Portfolios Inc
Michigan
$4.6M +$82K +436 +2%
FPAS
383
Focus Partners Advisor Solutions
Missouri
$4.57M +$870K +4,624 +24%
SFA
384
Sequoia Financial Advisors
Ohio
$4.5M +$114K +607 +3%
FTWA
385
Fifth Third Wealth Advisors
Ohio
$4.49M +$2.19M +11,646 +95%
RCA
386
Riverview Capital Advisers
Massachusetts
$4.49M -$635K -3,376 -12%
ONB
387
Old National Bancorp
Indiana
$4.48M -$1.98M -10,507 -31%
VA
388
Valmark Advisers
Ohio
$4.48M +$55.3K +294 +1%
OCM
389
One Capital Management
California
$4.47M +$114K +604 +3%
BCM
390
BluePointe Capital Management
California
$4.45M +$1.6M +8,477 +56%
TWM
391
Tolleson Wealth Management
Texas
$4.44M -$160K -850 -3%
FWCM
392
Ferguson Wellman Capital Management
Oregon
$4.43M +$159K +843 +4%
CA
393
Cornerstone Advisory
Maryland
$4.43M +$53.2K +291 +1%
SFG
394
Sage Financial Group
Pennsylvania
$4.39M -$12.6K -67 -0.3%
FMC
395
First Merchants Corp
Indiana
$4.37M -$72.8K -387 -2%
FEG
396
Fund Evaluation Group
Ohio
$4.32M +$4.32M +22,985 New
HCMT
397
Highland Capital Management (Tennessee)
Tennessee
$4.29M +$134K +710 +3%
CGL
398
Clarius Group LLC
Washington
$4.29M +$2.11M +11,200 +97%
MMG
399
Monetary Management Group
Missouri
$4.29M -$174K -923 -4%
ACIM
400
Azimuth Capital Investment Management
Michigan
$4.25M -$104K -554 -2%