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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 %
SWM
776
Sendero Wealth Management
Texas
$1.07M -$1.81M -9,616 -63%
SB
777
Strategic Blueprint
Georgia
$1.07M -$23.9K -127 -2%
FMI
778
F/M Investments
District of Columbia
$1.07M +$172K +913 +19%
VF
779
Vawter Financial
Ohio
$1.07M -$45K -239 -4%
MA
780
MONECO Advisors
Connecticut
$1.07M +$5.65K +30 +0.5%
SCI
781
Stableford Capital II
Arizona
$1.07M -$23.6K -134 -2%
TWA
782
TCI Wealth Advisors
Arizona
$1.07M -$4.33K -23 -0.4%
WP
783
WealthShield Partners
North Carolina
$1.06M -$59.5K -316 -5%
AHC
784
Anderson Hoagland & Co
Missouri
$1.06M
HIP
785
HUB Investment Partners
Texas
$1.06M
CHC
786
City Holding Co
West Virginia
$1.05M -$16.9K -90 -2%
CIA
787
Choate Investment Advisors
Massachusetts
$1.05M
CWM
788
Cornerstone Wealth Management
Missouri
$1.05M -$8.09K -43 -0.8%
JBA
789
Johnson Bixby & Associates
Washington
$1.05M -$42.5K -226 -4%
TFGT
790
TS Financial Group (TSFG)
Illinois
$1.04M +$188 +1 +0%
TWM
791
Thrive Wealth Management
Pennsylvania
$1.04M -$230K -1,224 -18%
SHJ
792
Sharkey, Howes & Javer
Colorado
$1.03M +$1.51K +8 +0.1%
IAG
793
Investment Advisory Group
Massachusetts
$1.03M
EFG
794
Embree Financial Group
Illinois
$1.03M -$183K -970 -15%
FNT
795
First National Trust
Pennsylvania
$1.03M
NAS
796
Nicolet Advisory Services
Wisconsin
$1.03M -$60.4K -348 -6%
TLFA
797
True Link Financial Advisors
California
$1.02M +$1.02M +5,398 New
TCM
798
Tassel Capital Management
North Carolina
$1.01M +$4.33K +23 +0.4%
SCA
799
STALEY CAPITAL ADVISERS
Pennsylvania
$1.01M
BWA
800
BlueChip Wealth Advisors
Georgia
$1.01M