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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 %
WBG
1326
Wharton Business Group
Pennsylvania
$271K +$271K +1,441 New
IC
1327
Inscription Capital
Texas
$271K +$271K +1,512 New
PF
1328
PlanWiser Financial
Colorado
$271K +$271K +1,471 New
KAM
1329
KEB Asset Management
Illinois
$270K
EWM
1330
Echo Wealth Management
Minnesota
$269K -$1.32K -7 -0.5%
FAM
1331
Formidable Asset Management
Ohio
$269K
FA
1332
Fermata Advisors
California
$268K +$268K +1,426 New
VWM
1333
Verus Wealth Management
Wisconsin
$268K
SCM
1334
Sollinda Capital Management
Florida
$268K
RGC
1335
Roberts, Glore & Co
Illinois
$267K
WA
1336
WealthTrust Axiom
Pennsylvania
$266K
GBWM
1337
Granite Bay Wealth Management
New Hampshire
$266K -$31.9K -170 -11%
FFP
1338
FourThought Financial Partners
Florida
$266K +$46.5K +247 +21%
WMWM
1339
Wilkins Miller Wealth Management
Alabama
$266K
UWM
1340
USAdvisors Wealth Management
Minnesota
$265K -$28.3K -151 -10%
EFP
1341
EnRich Financial Partners
Wisconsin
$265K
BEI
1342
Benjamin Edwards Inc
Missouri
$264K -$753 -4 -0.3%
MBTD
1343
Mechanics Bank - Trust Department
California
$263K -$42.3K -225 -14%
SIAS
1344
Summit Investment Advisory Services
Minnesota
$263K
FWM
1345
FFT Wealth Management
Pennsylvania
$263K
LNB
1346
Ledyard National Bank
$262K -$18.6K -99 -7%
SCA
1347
St. Clair Advisors
Ohio
$261K -$137K -728 -34%
Koshinski Asset Management
1348
Koshinski Asset Management
Illinois
$261K +$5.65K +30 +2%
NQWM
1349
Northwest Quadrant Wealth Management
Oregon
$259K -$15.6K -83 -6%
NB
1350
NBT Bank
New York
$259K