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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 %
SF
1201
Safeguard Financial
Wisconsin
$360K -$1.32K -7 -0.4%
HIS
1202
Horizon Investment Services
Indiana
$360K -$3.76K -20 -1%
AWA
1203
Arbor Wealth Advisors
Michigan
$359K
BCMLT
1204
Beacon Capital Management LLC (Tennessee)
Tennessee
$359K +$1.51K +8 +0.4%
IWM
1205
Integris Wealth Management
California
$358K
JAG
1206
Journey Advisory Group
Kentucky
$357K +$376 +2 +0.1%
PCM
1207
Poehling Capital Management
Wisconsin
$355K
ARC
1208
Advisor Resource Council
Texas
$354K +$354K +2,404 New
BCA
1209
Bay Capital Advisors
Virginia
$354K -$19.6K -104 -5%
GEA
1210
Glen Eagle Advisors
New Jersey
$354K -$23.3K -124 -6%
IA
1211
IFG Advisors
Missouri
$353K -$188 -1 -0.1%
WT
1212
Washington Trust
Rhode Island
$352K
PAI
1213
Pittenger & Anderson Inc
Nebraska
$352K
IIM
1214
Ironwood Investment Management
Massachusetts
$351K
SPP
1215
Single Point Partners
Massachusetts
$351K +$117K +624 +50%
RPSA
1216
Richard P. Slaughter Associates
Texas
$351K -$1.51K -8 -0.4%
PB
1217
Pinnacle Bancorp
Nebraska
$351K +$1.32K +7 +0.4%
LWM
1218
LJI Wealth Management
Indiana
$348K
PPW
1219
PACK Private Wealth
Minnesota
$347K
RDFA
1220
Ritter Daniher Financial Advisory
Ohio
$347K
AWMG
1221
Alliance Wealth Management Group
New Jersey
$346K -$32.9K -175 -9%
SWP
1222
ShoreHaven Wealth Partners
New Jersey
$346K -$6.59K -35 -2%
MW
1223
MBL Wealth
North Carolina
$345K -$1.88K -10 -0.5%
CPA
1224
Cathy Pareto & Associates
Florida
$342K -$18.4K -98 -5%
PJWM
1225
Philip James Wealth Mangement
Georgia
$341K -$61K -324 -15%