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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 %
Lido Advisors
126
Lido Advisors
California
$26.8M +$68.5K +364 +0.3%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$26.7M -$407K -2,163 -2%
PSP
128
Pacific Sage Partners
Washington
$26.6M +$695K +3,693 +3%
JE
129
JMAC Enterprises
Pennsylvania
$26M -$12.3M -65,444 -32%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$25.8M +$1.85M +9,809 +8%
RWB
131
RMR Wealth Builders
New Jersey
$25.7M -$201K -1,067 -0.8%
SC
132
Savant Capital
Illinois
$25.6M -$107K -569 -0.4%
ANTB
133
AMG National Trust Bank
Colorado
$25.2M -$312K -1,656 -1%
DAS
134
Dynamic Advisor Solutions
Arizona
$25M -$54.8K -291 -0.2%
EIC
135
Equity Investment Corp
Georgia
$24.3M -$58.5M -310,887 -71%
CAL
136
Capital Advisors Ltd
Ohio
$24.2M -$472K -2,507 -2%
AQR Capital Management
137
AQR Capital Management
Connecticut
$24.1M +$15.3M +81,575 +175%
AG
138
Ascent Group
Virginia
$23.9M +$23.1M +122,904 +2,878%
FCI
139
Financial Counselors Inc
Kansas
$23.5M +$650K +3,457 +3%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$23.1M +$391K +2,078 +2%
SIM
141
Stratos Investment Management
Ohio
$22.7M -$278K -1,476 -1%
NA
142
NewEdge Advisors
Louisiana
$22.7M -$2.84M -15,110 -11%
TA
143
TruWealth Advisors
Louisiana
$22.5M +$738K +3,924 +3%
PA
144
PFW Advisors
Georgia
$22.2M -$500K -2,657 -2%
CG
145
Corundum Group
Colorado
$21.7M -$341K -1,810 -2%
LA
146
LWM Advisors
California
$21.2M -$671K -3,627 -3%
PFBT
147
Parkside Financial Bank & Trust
Missouri
$20.6M -$119K -633 -0.6%
TPCW
148
TD Private Client Wealth
New York
$20.6M -$7.28M -38,673 -26%
FB
149
Fulton Bank
Pennsylvania
$20.2M -$326K -1,734 -2%
BCM
150
BTC Capital Management
Iowa
$20.2M +$1.96M +10,409 +11%