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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 %
TW
1376
Transform Wealth
Colorado
$248K
SA
1377
Sicart Associates
New York
$248K
FOA
1378
Five Oceans Advisors
California
$247K
LIG
1379
Lokken Investment Group
Delaware
$247K
SWMP
1380
Signature Wealth Management Partners
New Jersey
$246K +$16K +85 +7%
MWM
1381
MorganRosel Wealth Management
Colorado
$246K -$50.4K -268 -17%
BFWM
1382
Bright Futures Wealth Management
New York
$245K -$13.8K -80 -5%
LSA
1383
Lansing Street Advisors
Pennsylvania
$245K +$941 +5 +0.4%
CCM
1384
Cullen Capital Management
New York
$243K -$30.4M -161,830 -99%
FYW
1385
Future You Wealth
New York
$243K
GA
1386
Gordian Advisors
Arizona
$243K
CMAI
1387
Capital Management Associates Inc
Minnesota
$242K +$242K +1,288 New
AWP
1388
Abacus Wealth Partners
California
$241K
QFW
1389
QTR Family Wealth
Florida
$241K +$241K +1,278 New
MIM
1390
MTM Investment Management
South Carolina
$240K +$188 +1 +0.1%
SAM
1391
S.A. Mason
Michigan
$240K
OCM
1392
Orion Capital Management
California
$240K
PP
1393
PDS Planning
Ohio
$240K -$9.03K -48 -4%
RCM
1394
RMR Capital Management
California
$240K
SS
1395
Sunbelt Securities
Texas
$239K -$965K -5,129 -80%
GIP
1396
Greatmark Investment Partners
Georgia
$239K
CBT
1397
Crews Bank & Trust
Florida
$239K -$1.88K -10 -0.8%
PC
1398
Pecaut & Co
Iowa
$238K +$238K +1,265 New
LA
1399
LPF Advisors
Florida
$238K
GSEP
1400
Golden State Equity Partners
California
$236K -$118K -629 -33%