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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 %
RIA
976
Regal Investment Advisors
Michigan
$630K -$46.5K -247 -7%
CD
977
Chapin Davis
Maryland
$628K -$64.6K -343 -9%
BFPW
978
BOK Financial Private Wealth
Colorado
$626K
AFA
979
Arlington Financial Advisors
California
$625K +$355K +1,886 +132%
LIM
980
Leavell Investment Management
Alabama
$624K -$12.2K -65 -2%
FA
981
Fiduciary Alliance
South Carolina
$624K +$624K +3,314 New
VCM
982
Vivaldi Capital Management
Illinois
$623K -$106K -563 -15%
CAL
983
Capital Analysts LLC
Pennsylvania
$619K +$245K +1,301 +66%
MWM
984
Melfa Wealth Management
Massachusetts
$616K
SOS
985
Silver Oak Securities
Tennessee
$616K -$3.35K -18 -0.5%
FI
986
Financial Insights
Washington
$615K -$341K -1,812 -36%
GSWM
987
Greenup Street Wealth Management
Michigan
$614K -$29.9K -159 -5%
TA
988
TrueWealth Advisors
Alabama
$610K +$21.1K +112 +4%
HIS
989
Harvest Investment Services
Illinois
$610K -$453K -2,408 -43%
LA
990
LM Advisors
California
$610K +$137K +726 +29%
AUB
991
Atlantic Union Bankshares
Virginia
$608K
EW
992
Evoke Wealth
California
$602K
TF
993
Tudor Financial
Ohio
$602K
WI
994
WrapManager Inc
California
$595K -$16.7K -89 -3%
GG
995
Greenwood Gearhart
Arkansas
$594K -$10.2K -54 -2%
GWS
996
Glassman Wealth Services
Virginia
$594K +$9.03K +48 +2%
SIA
997
Soltis Investment Advisors
Utah
$593K +$145K +770 +32%
BWA
998
Bordeaux Wealth Advisors
California
$591K
RSWA
999
Robinson Smith Wealth Advisors
Maine
$588K
CIAS
1000
Capital Investment Advisory Services
North Carolina
$587K -$157K -837 -21%