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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 %
NEPWA
401
New England Private Wealth Advisors
Massachusetts
$4.25M +$15.2K +81 +0.4%
PCM
402
Pointe Capital Management
Michigan
$4.25M +$694K +3,689 +20%
CG
403
Caprock Group
Idaho
$4.23M +$123K +653 +3%
RCAG
404
Rehmann Capital Advisory Group
Michigan
$4.23M -$186K -991 -4%
MA
405
Mutual Advisors
Nebraska
$4.22M -$251K -1,391 -6%
SWM
406
Spire Wealth Management
Virginia
$4.18M +$104K +554 +3%
AMG
407
Asset Management Group
Connecticut
$4.17M +$16.9K +90 +0.4%
FA
408
FC Advisory
Pennsylvania
$4.15M -$2.82K -15 -0.1%
AFCM
409
Applied Finance Capital Management
Puerto Rico
$4.1M -$14.2M -75,285 -78%
DADC
410
D.A. Davidson & Co
Montana
$4.08M -$278K -1,475 -6%
RFA
411
Resurgent Financial Advisors
Georgia
$3.97M -$84.9K -451 -2%
CPRC
412
Consolidated Portfolio Review Corp
New York
$3.95M -$7.72K -41 -0.2%
HCM
413
HMS Capital Management
Tennessee
$3.93M -$2.44M -14,421 -38%
ET
414
Equitable Trust
Tennessee
$3.91M +$329K +1,750 +9%
HFP
415
Holistic Financial Partners
Indiana
$3.9M -$18.1K -96 -0.5%
NCM
416
Next Capital Management
New York
$3.87M +$89.2K +474 +2%
MCWS
417
McKinley Carter Wealth Services
West Virginia
$3.87M -$161K -853 -4%
WP
418
Wealthspan Partners
Iowa
$3.86M -$100K -533 -3%
SCA
419
Stillwater Capital Advisors
Pennsylvania
$3.86M +$218K +1,157 +6%
SSB
420
Sandy Spring Bank
Maryland
$3.86M -$256K -1,358 -6%
AI
421
Atria Investments
North Carolina
$3.83M -$11M -58,386 -74%
SHF
422
Stage Harbor Financial
Massachusetts
$3.82M -$26K -138 -0.7%
PPWP
423
Premier Path Wealth Partners
New Jersey
$3.81M -$2.62M -13,922 -41%
MFG
424
Merit Financial Group
Georgia
$3.79M -$99.9K -531 -3%
WGC
425
Watts Gwilliam & Co
Arizona
$3.75M -$32K -170 -0.8%