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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 %
FFS
1451
Founders Financial Securities
Maryland
$213K +$213K +1,174 New
PA
1452
Probity Advisors
Texas
$211K
IWS
1453
Insight Wealth Strategies
California
$211K +$188 +1 +0.1%
SFG
1454
SNS Financial Group
Minnesota
$210K
HG
1455
Harbor Group
New Hampshire
$210K +$210K +1,116 New
NG
1456
Novem Group
New York
$209K +$209K +1,113 New
VCP
1457
Verus Capital Partners
Arizona
$209K +$209K +1,108 New
BWMG
1458
Barnes Wealth Management Group
California
$208K +$208K +1,107 New
KCM
1459
Kathmere Capital Management
Pennsylvania
$208K
HNWAG
1460
High Net Worth Advisory Group
Florida
$207K
VFG
1461
V2 Financial group
Illinois
$207K
NL
1462
NVWM LLC
Pennsylvania
$207K
Schroder Investment Management Group
1463
Schroder Investment Management Group
United Kingdom
$207K
FWP
1464
Falcon Wealth Planning
California
$206K
BA
1465
Bluesphere Advisors
Pennsylvania
$206K +$753 +4 +0.4%
PP
1466
Pacifica Partners
Canada
$206K
BIP
1467
Blue Investment Partners
California
$205K
IA
1468
Inspire Advisors
Idaho
$204K +$204K +1,084 New
VAF
1469
Values Added Financial
District of Columbia
$204K
LSWP
1470
Liberty Square Wealth Partners
Pennsylvania
$204K
Luther King Capital Management (LKCM)
1471
Luther King Capital Management (LKCM)
Texas
$202K
CFS
1472
Coordinated Financial Services
Colorado
$202K +$202K +1,076 New
SA
1473
Seneschal Advisors
Washington
$202K -$4.7K -25 -2%
WFA
1474
West Financial Advisors
Iowa
$201K
HC
1475
Hourglass Capital
Texas
$201K -$21.8K -116 -10%