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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 %
RWM
1026
Revisor Wealth Management
Ohio
$553K +$553K +2,937 New
MWA
1027
Meridian Wealth Advisors
Texas
$545K
CL
1028
CSS LLC
Illinois
$544K +$544K +2,890 New
BCP
1029
Berkeley Capital Partners
Georgia
$543K
ST
1030
Spinnaker Trust
Maine
$542K
AWM
1031
AAF Wealth Management
Massachusetts
$537K -$20.5K -109 -4%
KHCM
1032
Kirtland Hills Capital Management
Ohio
$537K
PL
1033
Plancorp LLC
Missouri
$535K +$4.71K +25 +0.9%
WP
1034
WealthPLAN Partners
Nebraska
$535K
PW
1035
Pandora Wealth
Illinois
$533K +$533K +2,831 New
ZF
1036
Zhang Financial
Michigan
$529K +$155K +823 +41%
LWM
1037
Lakeridge Wealth Management
Ohio
$528K -$13K -69 -2%
VCM
1038
Virtue Capital Management
Tennessee
$527K -$245K -1,303 -32%
SCM
1039
Schnieders Capital Management
California
$524K -$33.9K -180 -6%
ABWM
1040
Alpine Bank Wealth Management
Colorado
$522K +$522K +2,773 New
MCP
1041
Mirador Capital Partners
California
$521K +$2.07K +11 +0.4%
OWM
1042
Orgel Wealth Management
Wisconsin
$521K +$62.1K +330 +14%
AWM
1043
Atticus Wealth Management
Florida
$521K -$44.2K -235 -8%
PP
1044
PrairieView Partners
Minnesota
$519K -$23.5K -125 -4%
TWA
1045
Talisman Wealth Advisors
New Jersey
$517K +$26.9K +143 +5%
SHGA
1046
Sand Hill Global Advisors
California
$516K -$9.78K -52 -2%
CFA
1047
Cahill Financial Advisors
Minnesota
$515K +$188 +1 +0%
TCBWMS
1048
Texas Capital Bank Wealth Management Services
Texas
$515K -$482K -2,559 -48%
SFG
1049
Sovereign Financial Group
Connecticut
$513K -$21.8K -116 -4%
ESB
1050
Essex Savings Bank
Connecticut
$513K -$3.76K -20 -0.7%