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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 %
AA
1051
Aire Advisors
California
$512K +$188 +1 +0%
GWA
1052
Genesis Wealth Advisors
Massachusetts
$510K -$10.5K -56 -2%
PW
1053
PUREfi Wealth
Massachusetts
$509K +$162K +859 +47%
RCA
1054
Runnymede Capital Advisors
Ohio
$507K +$16.2K +86 +3%
SA
1055
Sovran Advisors
California
$506K -$15K -85 -3%
Eagle Capital Management (New York)
1056
Eagle Capital Management (New York)
New York
$506K -$24.7M -131,418 -98%
AT
1057
Arlington Trust
Alabama
$506K -$22.2K -118 -4%
TI
1058
Truepoint Inc
Ohio
$503K +$61.7K +328 +14%
EW
1059
Elyxium Wealth
California
$501K
TAM
1060
Townsend Asset Management
North Carolina
$498K +$1.32K +7 +0.3%
NFA
1061
Northwest Financial Advisors
Virginia
$496K -$15.6K -83 -3%
GS
1062
GWN Securities
Florida
$496K +$496K +2,641 New
SHFA
1063
SC&H Financial Advisors
Maryland
$495K +$941 +5 +0.2%
EWA
1064
Evolution Wealth Advisors
Florida
$494K +$494K +2,627 New
KA
1065
Klingman & Associates
New York
$493K -$4.89K -26 -1%
CWM
1066
Chicago Wealth Management
Illinois
$493K
TM
1067
TigerOak Management
New Mexico
$492K
BF
1068
Brogan Financial
Tennessee
$492K +$2.07K +11 +0.4%
PS
1069
Principal Securities
Iowa
$490K
FRA
1070
Front Row Advisors
California
$488K
SLG
1071
Stanley-Laman Group
Pennsylvania
$488K +$1.13K +6 +0.2%
HFS
1072
Heritage Financial Services
Massachusetts
$486K -$20.1K -107 -4%
BBNA
1073
Bremer Bank National Association
Minnesota
$485K
FC
1074
Fusion Capital
South Carolina
$484K +$6.59K +35 +1%
EIP
1075
Ellis Investment Partners
Pennsylvania
$482K -$83.9K -446 -15%