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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 %
LBC
926
Lowe Brockenbrough & Co
Virginia
$717K -$68.5K -364 -9%
COCM
927
Charter Oak Capital Management
New Hampshire
$717K -$11.7K -62 -2%
RSWM
928
Robertson Stephens Wealth Management
California
$716K +$80.2K +426 +13%
S
929
Sunpointe
Missouri
$715K
EB
930
Emprise Bank
Kansas
$715K -$20.1K -107 -3%
WHCFA
931
William Howard & Co Financial Advisors
Tennessee
$715K +$3.01K +16 +0.4%
HC
932
Hamilton Capital
Ohio
$711K
SWM
933
SeaCrest Wealth Management
New York
$709K +$564 +3 +0.1%
EFMC
934
Empire Financial Management Company
New York
$707K
FCB
935
First County Bank
Connecticut
$707K +$380K +2,020 +116%
MCA
936
Magnolia Capital Advisors
Mississippi
$702K +$14.5K +77 +2%
RBC
937
Roble Belko & Company
Pennsylvania
$697K
RFP
938
Root Financial Partners
California
$697K +$27.3K +145 +4%
TAM
939
Tocqueville Asset Management
New York
$694K -$369K -1,962 -35%
LFS
940
Lutz Financial Services
Nebraska
$693K
AIP
941
Alexis Investment Partners
Texas
$692K -$249K -1,325 -26%
RVM
942
Robinson Value Management
Texas
$691K +$28K +149 +4%
BFA
943
Brendel Financial Advisors
New Hampshire
$687K -$44.8K -238 -6%
RWM
944
Rialto Wealth Management
New York
$687K
ACGA
945
Atlanta Consulting Group Advisors
Georgia
$685K +$2.82K +15 +0.4%
AFC
946
AFT Forsyth & Company
Florida
$685K +$941 +5 +0.1%
SP
947
Stonebrook Private
Michigan
$681K -$13.5K -72 -2%
ACS
948
Archford Capital Strategies
Illinois
$679K -$564 -3 -0.1%
HA
949
Hanover Advisors
South Carolina
$678K
IBOK
950
Independence Bank of Kentucky
Kentucky
$668K