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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 %
GD
1401
Grandfield & Dodd
New York
$236K -$56.8K -302 -19%
KIA
1402
KCM Investment Advisors
California
$236K
MF
1403
Montis Financial
Massachusetts
$236K -$199K -1,058 -46%
AA
1404
Addison Advisors
Vermont
$235K
PP
1405
Patten & Patten
Tennessee
$235K +$188 +1 +0.1%
ERIC
1406
Eagle Rock Investment Company
Georgia
$233K +$233K +1,239 New
SWM
1407
Selective Wealth Management
Virginia
$233K
WAG
1408
Windsor Advisory Group
Ohio
$233K
AP
1409
Atwood & Palmer
Missouri
$232K
CKAIS
1410
Christensen King & Associates Investment Services
Washington
$232K -$21.6K -114 -9%
TFS
1411
Thoroughbred Financial Services
Tennessee
$231K -$366K -1,953 -61%
BPFA
1412
Barnes Pettey Financial Advisors
Mississippi
$230K
WSWA
1413
Warren Street Wealth Advisors
California
$230K +$230K +1,222 New
BB
1414
Berkshire Bank
Massachusetts
$228K
AFP
1415
Alpha Financial Partners
Kentucky
$228K -$941 -5 -0.4%
NAMM
1416
NorthStar Asset Management (Massachusetts)
Massachusetts
$228K -$40.6K -216 -15%
LBC
1417
Leigh Baldwin & Co
New York
$228K +$2.26K +12 +1%
GWM
1418
Greenhouse Wealth Management
Connecticut
$227K -$2.26K -12 -1%
FRA
1419
Frank Rimerman Advisors
California
$227K -$97.8K -520 -30%
CC
1420
Commons Capital
Massachusetts
$227K +$376 +2 +0.2%
MTIC
1421
Missouri Trust & Investment Company
Missouri
$226K
GWMR
1422
GC Wealth Management RIA
Massachusetts
$225K -$564 -3 -0.3%
PIM
1423
Penobscot Investment Management
Massachusetts
$225K +$225K +1,195 New
TF
1424
Trek Financial
Arizona
$223K
SWC
1425
Spectrum Wealth Counsel
Indiana
$223K +$223K +1,187 New