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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 %
SCI
826
S&CO Inc
Massachusetts
$950K
LAM
827
Lakewood Asset Management
Illinois
$948K +$48.4K +257 +5%
MWM
828
Meridian Wealth Management
Kentucky
$946K +$7.9K +42 +0.8%
PG
829
Patten Group
Tennessee
$940K -$2.26K -12 -0.2%
SP
830
Symmetry Partners
Connecticut
$938K -$5.08K -27 -0.5%
QCM
831
QRG Capital Management
Illinois
$934K -$961K -5,105 -51%
MAWA
832
Moss Adams Wealth Advisors
Washington
$933K +$236K +1,254 +34%
BFA
833
Beaumont Financial Advisors
Massachusetts
$933K +$1.13K +6 +0.1%
PFG
834
Pacific Financial Group
Washington
$930K -$72.8K -387 -7%
ATC
835
Adirondack Trust Company
New York
$922K +$15.8K +84 +2%
AFG
836
ABLE Financial Group
Arizona
$920K -$244K -1,298 -21%
UB
837
Umpqua Bank
Oregon
$915K +$149K +791 +19%
AAS
838
Annex Advisory Services
Wisconsin
$913K -$85.4K -454 -9%
TWP
839
TFO Wealth Partners
Ohio
$905K +$905K +4,812 New
BWL
840
Bogart Wealth LLC
Virginia
$902K +$2.26K +12 +0.3%
1IA
841
1834 Investment Advisors
Wisconsin
$900K -$255K -1,354 -22%
SMA
842
Sage Mountain Advisors
Georgia
$900K +$467K +2,480 +108%
JIR
843
James Investment Research
Ohio
$899K
CTA
844
Chesley Taft & Associates
Illinois
$896K -$186K -988 -17%
Vontobel Holding
845
Vontobel Holding
Switzerland
$896K
PCS
846
Personal CFO Solutions
New Jersey
$895K -$553K -2,937 -38%
ACA
847
Atlas Capital Advisors
Wyoming
$889K +$84.7K +450 +11%
CFS
848
CRA Financial Services
New Jersey
$889K +$27.5K +146 +3%
RPWA
849
Regent Peak Wealth Advisors
Georgia
$885K
LT
850
Legacy Trust
Michigan
$883K