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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 %
HI
751
Harbour Investments
Wisconsin
$1.14M +$188 +1 +0%
FMWA
752
Forvis Mazars Wealth Advisors
Missouri
$1.14M -$129K -683 -10%
ACM
753
Advisors Capital Management
New Jersey
$1.14M -$26.9K -143 -2%
CIA
754
Capital Investment Advisors
Georgia
$1.13M -$1.69K -9 -0.1%
SIC
755
Sigma Investment Counselors
Michigan
$1.13M
SIA
756
SkyView Investment Advisors
New Jersey
$1.12M
EWA
757
Elevate Wealth Advisory
Georgia
$1.12M -$941 -5 -0.1%
LOPW
758
Live Oak Private Wealth
North Carolina
$1.12M +$150K +798 +16%
VW
759
Vance Wealth
California
$1.11M -$253K -1,347 -19%
PWM
760
Parkshore Wealth Management
California
$1.1M +$2.45K +13 +0.2%
AF
761
Apexium Financial
Texas
$1.1M
CT
762
Coastline Trust
Rhode Island
$1.1M -$8.47K -45 -0.8%
FAIM
763
Financial Advocates Investment Management
Washington
$1.1M -$11.3K -60 -1%
AF
764
Apollon Financial
South Carolina
$1.1M +$79.4K +422 +8%
EWA
765
Encompass Wealth Advisors
Oregon
$1.09M +$188 +1 +0%
PI
766
PFG Investments
New York
$1.09M -$21.3K -113 -2%
PGWM
767
Parisi Gray Wealth Management
New Jersey
$1.09M +$81.5K +433 +8%
CWA
768
Cascade Wealth Advisors
Washington
$1.09M
JCM
769
Jacobi Capital Management
Pennsylvania
$1.08M +$188 +1 +0%
FFA
770
Fragasso Financial Advisors
Pennsylvania
$1.08M -$38.4K -204 -3%
CCM
771
Coldstream Capital Management
Washington
$1.08M -$590K -3,137 -35%
Citadel Advisors
772
Citadel Advisors
Florida
$1.07M -$38.9M -206,996 -97%
Betterment LLC
773
Betterment LLC
New York
$1.07M -$6.02K -32 -0.6%
FPW
774
Fairvoy Private Wealth
Alabama
$1.07M +$21.5K +114 +2%
MC
775
Middleton & Co
Massachusetts
$1.07M -$7.53K -40 -0.7%