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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 %
WCP
676
Wick Capital Partners
Pennsylvania
$1.41M +$128K +680 +10%
MAM
677
MMA Asset Management
Pennsylvania
$1.41M
CPA
678
Cardiff Park Advisors
California
$1.39M +$753 +4 +0.1%
LI
679
LRI Investments
Florida
$1.39M +$934K +4,965 +206%
GT
680
Greenleaf Trust
Michigan
$1.38M -$157K -837 -10%
ARG
681
Advisory Resource Group
Oklahoma
$1.37M -$52.3K -278 -4%
BFS
682
Bradley Foster & Sargent
Connecticut
$1.37M -$1.88K -10 -0.1%
DK
683
David Kennon
Florida
$1.37M +$74.7K +397 +6%
LGWM
684
Litman Gregory Wealth Management
California
$1.37M -$13.7K -73 -1%
HWM
685
Horizon Wealth Management
Illinois
$1.37M +$5.27K +28 +0.4%
CCM
686
Cambridge Capital Management
Illinois
$1.37M -$13.7K -73 -1%
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$1.37M -$72.6K -386 -5%
WF
688
Welch & Forbes
Massachusetts
$1.36M +$331K +1,760 +32%
OCG
689
Opus Capital Group
Ohio
$1.35M -$3.58K -19 -0.3%
ADL
690
Asset Dedication LLC
California
$1.35M +$119K +630 +10%
MSWMA
691
Market Street Wealth Management Advisors
Indiana
$1.35M -$19.8K -105 -1%
CFO
692
Collective Family Office
Pennsylvania
$1.34M -$62.8K -334 -4%
EA
693
Enclave Advisors
Texas
$1.34M
GC
694
Garde Capital
Washington
$1.33M
N
695
Natixis
France
$1.33M -$2.06K -11 -0.2%
MOS
696
MGO One Seven
Ohio
$1.33M -$83.7K -445 -6%
VP
697
Verum Partners
North Carolina
$1.33M -$26K -138 -2%
CAAS
698
Capital Asset Advisory Services
Michigan
$1.32M +$38.6K +204 +3%
IAS
699
Insigneo Advisory Services
Florida
$1.32M -$136K -724 -9%
WMA
700
West Michigan Advisors
Michigan
$1.31M +$9.03K +48 +0.7%