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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 %
SC
601
Steph & Co
Wisconsin
$1.8M -$2.26K -12 -0.1%
CWP
602
Cyndeo Wealth Partners
Florida
$1.78M +$942K +5,007 +113%
BFA
603
Benedict Financial Advisors
Georgia
$1.76M +$6.59K +35 +0.4%
BCWM
604
Bartlett & Co Wealth Management
Ohio
$1.75M +$1.31M +6,956 +295%
MFGP
605
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.73M -$55.5K -295 -3%
SWA
606
Sax Wealth Advisors
New Jersey
$1.73M +$237K +1,257 +16%
M
607
MYeCFO
California
$1.72M
CAG
608
Curtis Advisory Group
California
$1.72M +$1.72M +9,127 New
IA
609
IFC Advisors
California
$1.69M
MCA
610
Maryland Capital Advisors
Maryland
$1.69M
PP
611
Prosperity Planning
Missouri
$1.69M -$35.4K -188 -2%
KWS
612
Keystone Wealth Services
California
$1.67M +$2.26K +12 +0.1%
NLP
613
Next Level Private
New York
$1.67M +$1.32K +7 +0.1%
MCM
614
Mattern Capital Management
Colorado
$1.67M
NIM
615
Northeast Investment Management
Massachusetts
$1.67M
NFG
616
Nations Financial Group
Iowa
$1.66M -$221K -1,175 -12%
PA
617
Parkside Advisors
California
$1.66M -$69.4K -369 -4%
RLIM
618
Red Lighthouse Investment Management
New York
$1.66M +$1.43M +7,962 +609%
BWMG
619
Bannerman Wealth Management Group
Texas
$1.66M -$26.5K -141 -2%
FT
620
Fiduciary Trust
Massachusetts
$1.65M +$71.1K +378 +5%
MWP
621
MYCIO Wealth Partners
Pennsylvania
$1.64M -$613K -3,260 -27%
RLWM
622
RF&L Wealth Management
Massachusetts
$1.64M +$23.5K +125 +1%
ITIM
623
Indiana Trust & Investment Management
Indiana
$1.63M -$31K -165 -2%
SCTC
624
Sanibel Captiva Trust Company
Florida
$1.63M
FTS
625
Fifth Third Securities
Ohio
$1.63M +$440K +2,339 +37%