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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 %
PA
1351
Planning Alternatives
Michigan
$258K
BHWM
1352
Beaird Harris Wealth Management
Texas
$258K -$25K -133 -9%
AWM
1353
Activest Wealth Management
Florida
$257K
MSWA
1354
Marshall & Sterling Wealth Advisors
New York
$257K -$71.5K -380 -22%
GKWIM
1355
Gerber Kawasaki Wealth & Investment Management
California
$257K +$21.3K +113 +9%
BL
1356
Balentine LLC
Georgia
$256K
HGWM
1357
Horst & Graben Wealth Management
Oregon
$256K -$11.3K -60 -4%
CM
1358
Cornerstone Management
Georgia
$256K -$16.6K -88 -6%
DCM
1359
Donaldson Capital Management
Indiana
$255K -$25.2K -134 -9%
SSWM
1360
Smith Salley Wealth Management
North Carolina
$254K -$23.3K -124 -8%
1WA
1361
180 Wealth Advisors
Washington
$253K +$941 +5 +0.4%
AWAP
1362
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$253K
OFA
1363
Oak Family Advisors
Illinois
$253K -$22.2K -118 -8%
GWM
1364
GSB Wealth Management
Connecticut
$252K +$3.39K +18 +1%
ST
1365
Sabal Trust
Florida
$252K -$3.76K -20 -1%
GAG
1366
GM Advisory Group
New York
$252K +$565 +3 +0.2%
MF
1367
Manuka Financial
Virginia
$251K +$251K +1,333 New
HAM
1368
Harmony Asset Management
Arizona
$251K
MCM
1369
Monument Capital Management
Virginia
$250K
EFN
1370
Equita Financial Network
Pennsylvania
$250K +$250K +1,330 New
HPC
1371
HM Payson & Co
Maine
$250K
PWS
1372
Proactive Wealth Strategies
Georgia
$250K +$1.13K +6 +0.5%
M
1373
MOTCO
Texas
$250K
TWM
1374
TCFG Wealth Management
California
$250K +$250K +1,327 New
KWM
1375
Keebeck Wealth Management
Illinois
$249K +$7.72K +41 +3%