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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 %
ERWM
1251
Elk River Wealth Management
Colorado
$325K
SC
1252
Stephenson & Company
California
$325K -$25.4K -135 -7%
KWMG
1253
King Wealth Management Group
Florida
$324K +$33.3K +177 +11%
RWM
1254
Riverbend Wealth Management
South Carolina
$324K -$6.4K -34 -2%
EP
1255
Edgestream Partners
New Jersey
$323K +$323K +1,719 New
OHWP
1256
Oak Harbor Wealth Partners
North Carolina
$323K
AC
1257
AlphaCore Capital
California
$321K +$321K +1,709 New
MC
1258
Moors & Cabot
Massachusetts
$321K -$4.52K -24 -1%
CIBC World Market
1259
CIBC World Market
Ontario, Canada
$320K +$7.53K +40 +2%
HWP
1260
Highline Wealth Partners
California
$320K -$6.4K -34 -2%
ACI
1261
Alpha Cubed Investments
California
$318K -$141K -752 -31%
CCMG
1262
Clark Capital Management Group
Pennsylvania
$318K +$75.3K +400 +31%
BI
1263
Berkeley Inc
Idaho
$317K -$44.2K -235 -12%
IP
1264
Ignite Planners
California
$317K +$5.1K +28 +2%
ACP
1265
Aveo Capital Partners
Colorado
$317K -$343K -1,867 -52%
JFA
1266
JNBA Financial Advisors
Minnesota
$316K
WEG
1267
World Equity Group
Illinois
$316K -$279K -1,484 -47%
AIP
1268
Ameritas Investment Partners
Nebraska
$314K +$122K +651 +64%
SP
1269
Stablepoint Partners
Massachusetts
$313K -$7.9K -42 -2%
TH
1270
Team Hewins
California
$313K -$32.2K -171 -9%
FMTCOCP
1271
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$313K -$75.2K -400 -19%
JJBC
1272
James J. Burns & Company
New York
$312K -$16.6K -88 -5%
APC
1273
Aspire Private Capital
North Carolina
$312K
SFS
1274
Sharp Financial Services
Pennsylvania
$312K
JGIA
1275
Jackson Grant Investment Advisers
Connecticut
$311K