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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 %
CWM
851
Connecticut Wealth Management
Connecticut
$881K -$9.6K -51 -1%
WWM
852
Woodside Wealth Management
Massachusetts
$878K +$878K +4,665 New
AFG
853
Atomi Financial Group
New York
$876K -$96.7K -514 -10%
VC
854
Veracity Capital
Georgia
$875K -$124K -657 -12%
WCWM
855
Willow Creek Wealth Management
California
$872K
SG
856
Stanich Group
New York
$867K -$188 -1 -0%
FBT
857
First Bank & Trust
South Dakota
$865K -$19.6K -104 -2%
BTWM
858
Brass Tax Wealth Management
Ohio
$860K +$860K +4,571 New
GPA
859
Guidance Point Advisors
Massachusetts
$860K -$2.07K -11 -0.2%
MPW
860
Magnolia Private Wealth
Pennsylvania
$857K -$1.69K -9 -0.2%
BAM
861
Belpointe Asset Management
Nevada
$853K +$399K +2,121 +88%
RW
862
Regimen Wealth
Georgia
$846K -$32.2K -171 -4%
HFS
863
Hoge Financial Services
Pennsylvania
$845K +$3.58K +19 +0.4%
WCFA
864
Walkner Condon Financial Advisors
Wisconsin
$834K
CPBTD
865
Central Pacific Bank - Trust Division
Hawaii
$832K -$1M -5,319 -55%
ANBT
866
American National Bank & Trust
Texas
$830K -$42.9K -228 -5%
JFGLC
867
Johnson Financial Group LLC (Colorado)
Colorado
$830K +$830K +4,410 New
MFC
868
Morris Financial Concepts
South Carolina
$827K -$64.9K -345 -7%
MGIA
869
Matthew Goff Investment Advisor
Texas
$825K
RB
870
Renasant Bank
Mississippi
$825K -$365K -1,939 -31%
CB
871
Cadence Bank
Mississippi
$825K -$35.6K -189 -4%
FSA
872
Fort Sheridan Advisors
Illinois
$823K +$16K +85 +2%
HH
873
Hilltop Holdings
Texas
$818K -$3.03M -16,104 -79%
MA
874
Mezzasalma Advisors
New Jersey
$815K
PAM
875
Palisade Asset Management
Minnesota
$813K +$188 +1 +0%