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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 %
AWM
551
Axxcess Wealth Management
California
$2.16M -$854K -4,539 -28%
CNBT
552
Canandaigua National Bank & Trust
New York
$2.15M
PGFC
553
Peapack-Gladstone Financial Corp
New Jersey
$2.15M
WDG
554
Wealth Dimensions Group
Ohio
$2.13M -$6.02K -32 -0.3%
IFPG
555
Intrepid Financial Planning Group
Indiana
$2.13M -$108K -574 -5%
MCC
556
Money Concepts Capital
Florida
$2.12M +$1.54M +8,200 +269%
GC
557
Grimes & Company
Massachusetts
$2.11M +$250K +1,330 +13%
NFC
558
Northeast Financial Consultants
Connecticut
$2.11M -$68.9K -366 -3%
SWM
559
SilverOak Wealth Management
Minnesota
$2.1M +$33.7K +179 +2%
CFO
560
Custos Family Office
Texas
$2.09M -$52.9K -281 -2%
FLPIM
561
F.L. Putnam Investment Management
Massachusetts
$2.08M +$187K +995 +10%
GF
562
Gries Financial
Ohio
$2.08M -$1.32K -7 -0.1%
EI
563
Ellevest Inc
New York
$2.08M +$124K +659 +6%
CAG
564
Centerpoint Advisory Group
Kansas
$2.07M +$61.2K +325 +3%
BHBT
565
Burke & Herbert Bank & Trust
Virginia
$2.04M -$1.88K -10 -0.1%
AP
566
Adero Partners
California
$2.03M +$254K +1,348 +14%
EIA
567
Eldridge Investment Advisors
New Hampshire
$2.03M +$104K +551 +5%
CA
568
CGN Advisors
Kansas
$2.02M -$12.6K -67 -0.6%
SC
569
Sapient Capital
Indiana
$2.02M +$208K +1,106 +11%
FWP
570
FAS Wealth Partners
Kansas
$2M -$26.3K -140 -1%
FWTB
571
First Western Trust Bank
Colorado
$2M -$45.5K -242 -2%
MWA
572
Monograph Wealth Advisors
California
$2M
CWA
573
CJM Wealth Advisers
Virginia
$1.99M
BDFN
574
Bond & Devick Financial Network
Minnesota
$1.99M +$11.9K +63 +0.6%
PFM
575
Phillips Financial Management
Indiana
$1.98M -$30.7K -163 -2%