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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 %
AIM
426
Acropolis Investment Management
Missouri
$3.72M -$41.4K -220 -1%
1WM
427
1900 Wealth Management
Texas
$3.72M +$5.46K +29 +0.1%
MFG
428
Magnus Financial Group
New York
$3.72M +$7.34K +39 +0.2%
SWA
429
Serenus Wealth Advisors
California
$3.71M +$1.21M +6,456 +49%
SMC
430
Smith, Moore & Co
Missouri
$3.71M +$4.14K +22 +0.1%
HIA
431
Harbor Investment Advisory
Maryland
$3.68M +$11.9K +63 +0.3%
SW
432
Simplicity Wealth
New Jersey
$3.66M +$3.25M +17,268 +791%
CIS
433
Custom Index Systems
New York
$3.61M +$467K +2,480 +15%
CAM
434
Carret Asset Management
New York
$3.56M -$23.3K -124 -0.7%
FWMP
435
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.56M -$70.2K -373 -2%
DFS
436
Dixon Fnancial Services
California
$3.56M +$1.11M +5,920 +46%
EWM
437
EPG Wealth Management
Georgia
$3.55M -$2.45K -13 -0.1%
ACP
438
Argyle Capital Partners
California
$3.53M +$83.9K +446 +2%
SIA
439
Summit Investment Advisors
Maryland
$3.52M +$143K +784 +4%
FFG
440
Fiduciary Financial Group
California
$3.51M -$62.3K -359 -2%
PWM
441
Perigon Wealth Management
California
$3.51M +$375K +1,993 +12%
BB
442
Busey Bank
Illinois
$3.5M
DS
443
DRW Securities
Illinois
$3.49M +$2.04M +10,859 +141%
KWM
444
Kingsview Wealth Management
Oregon
$3.48M -$5.33M -28,325 -60%
SLT
445
St Louis Trust
Missouri
$3.46M -$122K -650 -3%
BCM
446
Becker Capital Management
Oregon
$3.41M +$1.31M +6,973 +63%
NS
447
NBC Securities
Alabama
$3.4M +$3.4M +18,071 +106,300%
AWA
448
Aaron Wealth Advisors
Illinois
$3.37M -$517K -2,748 -13%
ASC
449
Atalanta Sosnoff Capital
New York
$3.36M +$576K +3,059 +21%
GF
450
Goodman Financial
Texas
$3.35M