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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 %
MWS
1276
MFA Wealth Services
California
$311K +$1.32K +7 +0.4%
LWM
1277
LongView Wealth Management
Georgia
$311K +$84.9K +451 +38%
SEEDPG
1278
S.E.E.D. Planning Group
New York
$310K
Wealthfront Advisers
1279
Wealthfront Advisers
California
$309K +$82K +436 +36%
TWP
1280
Total Wealth Planning
Ohio
$308K
DWA
1281
Delap Wealth Advisory
Oregon
$307K
MPCG
1282
Matrix Private Capital Group
New York
$306K +$376 +2 +0.1%
BWM
1283
BCGM Wealth Management
Indiana
$306K +$376 +2 +0.1%
PWMG
1284
Pinnacle Wealth Management Group
Michigan
$305K -$42.5K -226 -12%
PWP
1285
Principle Wealth Partners
Connecticut
$305K
BC
1286
Brio Consultants
California
$303K +$303K +1,610 New
LA
1287
LVW Advisors
New York
$301K -$44.4K -236 -13%
PA
1288
Persium Advisors
Georgia
$300K
PFA
1289
Pillar Financial Advisors
Kentucky
$299K
BEAM
1290
Baker Ellis Asset Management
Washington
$299K
FPB
1291
First PREMIER Bank
South Dakota
$298K -$18.9K -100 -6%
EPM
1292
Elm Partners Management
Pennsylvania
$298K -$376 -2 -0.1%
JPWM
1293
Jamison Private Wealth Management
Georgia
$296K
FWIA
1294
Fort Washington Investment Advisors
Ohio
$296K
SPC
1295
Spirepoint Private Client
Florida
$294K
WG
1296
Watchman Group
Texas
$293K -$19.2K -102 -6%
MYIA
1297
Mount Yale Investment Advisors
Colorado
$293K -$1.41M -7,490 -83%
SCM
1298
Stonehearth Capital Management
Massachusetts
$292K
AFA
1299
Allium Financial Advisors
Oregon
$292K +$292K +1,551 New
DA
1300
Doliver Advisors
Texas
$292K -$18.8K -100 -6%