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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 %
MWAM
1001
Manhattan West Asset Management
California
$587K +$62.8K +334 +12%
GLA
1002
Good Life Advisors
Pennsylvania
$586K +$75.8K +403 +15%
FDDB
1003
Fidelity D&D Bancorp
Pennsylvania
$586K
CAG
1004
Crestwood Advisors Group
Massachusetts
$585K -$10.2K -54 -2%
TA
1005
TFB Advisors
Kansas
$583K -$27.1K -144 -4%
CWA
1006
Canvas Wealth Advisors
Kansas
$582K +$582K +3,285 New
AWP
1007
Axis Wealth Partners
Rhode Island
$579K +$2.63K +14 +0.5%
SA
1008
Skyline Advisors
Washington
$576K +$2.26K +12 +0.4%
MWM
1009
Modern Wealth Management
Kansas
$575K +$6.02K +32 +1%
WFAG
1010
Wescott Financial Advisory Group
Pennsylvania
$575K +$753 +4 +0.1%
LWL
1011
Leo Wealth LLC
Texas
$573K -$24.1K -128 -4%
QPWM
1012
Quadrant Private Wealth Management
Pennsylvania
$571K
FCFC
1013
First Commonwealth Financial Corp
Pennsylvania
$570K -$15.2K -81 -3%
SPC
1014
Sigma Planning Corp
Michigan
$567K -$55.3K -294 -9%
NRC
1015
New Republic Capital
North Carolina
$565K -$6.02K -32 -1%
OPW
1016
Oxler Private Wealth
New York
$565K +$1.69K +9 +0.3%
BCM
1017
Buckhead Capital Management
Georgia
$564K
IAA
1018
Independent Advisor Alliance
North Carolina
$564K -$2.99M -15,870 -84%
LCM
1019
Lunt Capital Management
Utah
$563K -$60.2K -320 -10%
IFWM
1020
Institute for Wealth Management
Colorado
$563K -$1.69K -9 -0.3%
FTC
1021
Farmers Trust Company
Ohio
$559K
CNC
1022
Citizens & Northern Corp
Pennsylvania
$558K
OWP
1023
Obermeyer Wealth Partners
Colorado
$558K +$30.1K +160 +6%
NCM
1024
NCM Capital Management
New Jersey
$558K -$9.79K -52 -2%
MSFS
1025
Main Street Financial Solutions
Pennsylvania
$553K +$22K +117 +4%