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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 %
MW
701
Marcum Wealth
Ohio
$1.31M -$99K -526 -7%
ML
702
McAdam LLC
Pennsylvania
$1.3M -$531K -2,824 -29%
AIP
703
Almanack Investment Partners
Pennsylvania
$1.3M -$1.04M -5,501 -44%
CCT
704
Chemung Canal Trust
New York
$1.3M
CAC
705
Certified Advisory Corp
Florida
$1.3M -$843K -4,481 -39%
MW
706
Members Wealth
Pennsylvania
$1.29M -$66.6K -354 -5%
GSIS
707
Global Strategic Investment Solutions
Arizona
$1.29M -$753 -4 -0.1%
JWM
708
JFG Wealth Management
Colorado
$1.28M -$804K -4,273 -39%
GWANC
709
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.28M -$87.1K -463 -6%
FHB
710
First Hawaiian Bank
Hawaii
$1.27M -$1.53M -8,156 -55%
WIA
711
Wetzel Investment Advisors
Indiana
$1.27M -$80K -425 -6%
FFC
712
Frederick Financial Consultants
Maryland
$1.27M +$188 +1 +0%
PA
713
PFG Advisors
Arizona
$1.26M -$504K -2,678 -28%
FA
714
Fiducient Advisors
Illinois
$1.25M +$127K +676 +11%
WIC
715
Whitegate Investment Counselors
New Hampshire
$1.25M -$42.1K -224 -3%
IAN
716
Integrated Advisors Network
Texas
$1.24M -$1.72M -9,136 -58%
PIA
717
Perennial Investment Advisors
California
$1.24M +$297K +1,580 +32%
TP
718
Tranquility Partners
Tennessee
$1.24M +$51K +271 +4%
DIA
719
Dana Investment Advisors
Wisconsin
$1.23M -$2.46M -13,084 -67%
FA
720
Financial Advisors
Massachusetts
$1.23M
GAB
721
German American Bancorp
Indiana
$1.23M -$1.4M -7,444 -53%
SFG
722
Snider Financial Group
Washington
$1.22M +$101K +539 +9%
CW
723
CreativeOne Wealth
Kansas
$1.22M -$791K -4,203 -39%
B
724
Bailard
California
$1.22M +$268K +1,425 +28%
TNB
725
Thomasville National Bank
Georgia
$1.21M