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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 %
PAG
726
Paladin Advisory Group
Iowa
$1.21M +$9.97K +53 +0.8%
NG
727
Northstar Group
New York
$1.21M -$16.2K -86 -1%
SCM
728
Smead Capital Management
Arizona
$1.21M -$152K -807 -11%
SIA
729
Schechter Investment Advisors
Michigan
$1.21M +$25.6K +136 +2%
WIM
730
Warwick Investment Management
Texas
$1.21M +$1.21M +6,420 New
FPCP
731
Fort Point Capital Partners
California
$1.21M +$3.76K +20 +0.3%
CM
732
Castleark Management
Illinois
$1.2M
V
733
VeraBank
Texas
$1.2M
BIA
734
BHK Investment Advisors
Alabama
$1.19M -$88.4K -470 -7%
MWM
735
Mascoma Wealth Management
New Hampshire
$1.19M -$234K -1,243 -16%
WB
736
WesBanco Bank
West Virginia
$1.19M
CA
737
Capital Advantage
California
$1.19M
TBT
738
Texas Bank & Trust
Texas
$1.19M -$15.1K -80 -1%
OWA
739
One Wealth Advisors
California
$1.18M -$1.51M -8,010 -56%
First Manhattan
740
First Manhattan
New York
$1.18M -$15.8K -84 -1%
AWA
741
Amplius Wealth Advisors
Pennsylvania
$1.17M
MAA
742
Matrix Asset Advisors
New York
$1.17M -$80.9K -430 -6%
BCA
743
Bay Colony Advisors
Massachusetts
$1.16M -$70.2K -377 -6%
CWM
744
Calamos Wealth Management
Illinois
$1.16M +$246K +1,309 +27%
HPA
745
High Probability Advisors
New York
$1.15M
KFP
746
KMG Fiduciary Partners
Ohio
$1.15M -$5.65K -30 -0.5%
DWM
747
Diversify Wealth Management
Utah
$1.15M +$9.29K +51 +0.8%
SXL
748
Summit X LLC
Missouri
$1.15M +$16.9K +90 +1%
JCM
749
Janney Capital Management
Pennsylvania
$1.14M -$826K -4,389 -42%
TCOTS
750
Trust Company of the South
North Carolina
$1.14M