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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 %
PWM
1476
Pines Wealth Management
North Carolina
$201K
TPWM
1477
Twelve Points Wealth Management
Massachusetts
$201K +$201K +1,066 New
VDI
1478
Vaughan David Investments
Illinois
$200K +$200K +1,063 New
MFP
1479
Meridian Financial Partners
Virginia
$200K +$200K +1,065 New
CWM
1480
Copia Wealth Management
Oregon
$199K
LIA
1481
Luken Investment Analytics
Tennessee
$197K
HC
1482
Hurley Capital
New York
$190K +$376 +2 +0.2%
CSB
1483
City State Bank
Iowa
$189K
POIA
1484
Pin Oak Investment Advisors
Texas
$187K
FCMT
1485
Founders Capital Management (Texas)
Texas
$185K
TFM
1486
TFC Financial Management
Massachusetts
$185K
VBA
1487
von Borstel & Associates
Oregon
$183K +$183K +976 New
PWM
1488
Parkworth Wealth Management
California
$183K -$2.26K -12 -1%
WBC
1489
West Branch Capital
Massachusetts
$177K
RIA
1490
Realta Investment Advisors
Delaware
$177K +$21.8K +116 +14%
CF
1491
Centaurus Financial
California
$176K +$12.6K +67 +8%
STB
1492
S&T Bank
Pennsylvania
$173K
GFL
1493
Granite FO LLC
New Hampshire
$171K +$376 +2 +0.2%
IWP
1494
IAG Wealth Partners
Wisconsin
$165K
W
1495
WealthCollab
Washington
$162K
NFSG
1496
Newbridge Financial Services Group
Florida
$162K +$23.7K +126 +17%
MEG
1497
Millstone Evans Group
Colorado
$162K +$140K +744 +641%
TWC
1498
TD Waterhouse Canada
Ontario, Canada
$152K +$17.1K +91 +13%
BMC
1499
Bear Mountain Capital
Washington
$151K
RFA
1500
Register Financial Advisors
Georgia
$151K +$752 +4 +0.5%