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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 %
WWM
476
Western Wealth Management
Colorado
$2.97M -$19.4K -103 -0.6%
RI
477
Rinkey Investments
California
$2.95M -$407K -2,163 -12%
TSW
478
Thompson Siegel & Walmsley
Virginia
$2.95M +$67K +356 +2%
CCM
479
Colorado Capital Management
Colorado
$2.94M
GPFA
480
Game Plan Financial Advisors
Ohio
$2.94M
EWM
481
Evermay Wealth Management
Virginia
$2.93M -$10.7K -57 -0.4%
PWA
482
Provenance Wealth Advisors
Florida
$2.91M -$124K -657 -4%
ATC
483
Argent Trust Co
Tennessee
$2.91M -$231K -1,229 -7%
Diamond Hill Capital Management
484
Diamond Hill Capital Management
Ohio
$2.91M -$18.3M -97,041 -86%
CWA
485
Cornerstone Wealth Advisors
Minnesota
$2.89M -$56.4K -300 -2%
NAM
486
NTV Asset Management
West Virginia
$2.88M +$27.1K +144 +1%
IA
487
IFP Advisors
Florida
$2.86M -$747K -3,971 -21%
AIM
488
Allen Investment Management
New York
$2.86M
GLA
489
Great Lakes Advisors
Illinois
$2.84M -$5.22M -28,402 -65%
T. Rowe Price Associates
490
T. Rowe Price Associates
Maryland
$2.83M -$901K -4,786 -24%
PA
491
Procyon Advisors
Connecticut
$2.83M -$54.9K -292 -2%
EWA
492
EverSource Wealth Advisors
Alabama
$2.83M -$1.05M -5,564 -27%
VCA
493
Verdence Capital Advisors
Maryland
$2.8M +$56.8K +302 +2%
CWM
494
Castle Wealth Management
Florida
$2.8M -$18.4K -98 -0.7%
AI
495
Accredited Investors
Minnesota
$2.79M +$121K +643 +5%
RWM
496
Ritholtz Wealth Management
New York
$2.79M +$1.62M +8,626 +139%
FPW
497
Flywheel Private Wealth
California
$2.79M -$66.4K -353 -2%
LSA
498
Lion Street Advisors
Texas
$2.77M +$282K +1,500 +11%
PFA
499
Pathway Financial Advisors
Vermont
$2.76M +$5.08K +27 +0.2%
BTW
500
Boston Trust Walden
Massachusetts
$2.75M