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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 %
BHA
1301
Beech Hill Advisors
New York
$291K
CA
1302
Crewe Advisors
Utah
$290K +$14.1K +75 +5%
TWP
1303
Triad Wealth Partners
Kansas
$289K -$27.3K -145 -9%
TC
1304
Trust Company
Kansas
$288K -$8.47K -45 -3%
SW
1305
SteelPeak Wealth
California
$288K -$27.1K -144 -9%
CA
1306
CoreCap Advisors
Michigan
$288K +$132K +704 +85%
LWMT
1307
Legacy Wealth Management (Tennessee)
Tennessee
$287K +$4.33K +23 +2%
HFA
1308
High Falls Advisors
New York
$287K +$287K +1,527 New
EL
1309
EWA LLC
Pennsylvania
$287K -$18.1K -96 -6%
PWP
1310
Private Wealth Partners
California
$284K
JAA
1311
Joel Adams & Associates
North Carolina
$282K +$282K +1,501 New
TIM
1312
Thompson Investment Management
Wisconsin
$282K
SAG
1313
SageView Advisory Group
California
$282K +$62.7K +333 +29%
WA
1314
Wealth Architects
California
$282K
SWM
1315
Stockman Wealth Management
Montana
$280K -$16K -85 -5%
SL
1316
Sentinus LLC
Illinois
$280K
VPIM
1317
Vanguard Personalized Indexing Management
California
$280K +$280K +1,487 New
FPTW
1318
Franklin, Parlapiano, Turner & Welch
Texas
$279K
EIP
1319
Easterly Investment Partners
Massachusetts
$279K +$279K +1,484 New
TC
1320
Trilogy Capital
California
$279K -$131K -696 -32%
RWP
1321
Ridgecrest Wealth Partners
California
$278K
NHC
1322
Nicholas Hoffman & Company
Georgia
$275K
SSW
1323
Stone Summit Wealth
Florida
$275K -$60.4K -321 -18%
BB
1324
Bell Bank
North Dakota
$274K
MLL
1325
Moody Lynn & Lieberson
Massachusetts
$273K