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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 %
ACA
451
Anchor Capital Advisors
Massachusetts
$3.34M -$4.6M -24,425 -58%
WAG
452
Winthrop Advisory Group
Massachusetts
$3.31M +$28K +149 +0.9%
MCM
453
Mainstream Capital Management
California
$3.3M -$215K -1,142 -6%
BOJHT
454
Bank of Jackson Hole Trust
Wyoming
$3.25M +$215K +1,107 +7%
EFS
455
Essex Financial Services
Connecticut
$3.25M +$64.7K +344 +2%
Dodge & Cox
456
Dodge & Cox
California
$3.22M
CWMK
457
Caliber Wealth Management (Kansas)
Kansas
$3.21M +$3.21M +17,062 New
IWA
458
Icon Wealth Advisors
Texas
$3.2M +$520K +2,765 +19%
GWM
459
Geneos Wealth Management
Colorado
$3.2M +$2.06M +10,969 +182%
AWM
460
Aprio Wealth Management
Georgia
$3.18M -$15.2K -81 -0.5%
CSP
461
Cary Street Partners
Virginia
$3.12M -$175K -928 -5%
QWM
462
Quadcap Wealth Management
Texas
$3.09M -$148K -789 -5%
SWA
463
SOA Wealth Advisors
New York
$3.09M -$11.3K -60 -0.4%
AWM
464
Avior Wealth Management
Nebraska
$3.08M -$108K -574 -3%
OWM
465
Opes Wealth Management
California
$3.07M
DSC
466
Donald Smith & Co
New York
$3.07M -$282K -1,500 -8%
GT
467
Glenview Trust
Kentucky
$3.05M +$54.6K +290 +2%
GBT
468
Grove Bank & Trust
Florida
$3.01M -$19.8K -105 -0.7%
TDWM
469
Topel & Distasi Wealth Management
California
$3.01M -$51.6K -274 -2%
AA
470
Ancora Advisors
Ohio
$3M +$3.95K +21 +0.1%
TFCP
471
Twin Focus Capital Partners
Massachusetts
$3M
Walleye Trading
472
Walleye Trading
New York
$2.99M +$1.21M +6,433 +68%
ACA
473
Affinity Capital Advisors
California
$2.97M -$6.69K -38 -0.2%
EFG
474
Ethos Financial Group
Pennsylvania
$2.97M +$1.83M +9,743 +161%
AI
475
Arvest Investments
Arkansas
$2.97M +$174K +923 +6%