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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 %
WW
1501
Winnow Wealth
Texas
$150K
DF
1502
Dunhill Financial
United Kingdom
$146K +$565 +3 +0.4%
DFC
1503
DB Fitzpatrick & Co
Idaho
$145K
MFT
1504
Moisand Fitzgerald Tamayo
Florida
$144K -$22K -117 -13%
3IP
1505
3Chopt Investment Partners
Virginia
$139K +$139K +738 New
NWMP
1506
Noble Wealth Management PBC
Colorado
$137K -$10.2K -54 -7%
GWSG
1507
GPS Wealth Strategies Group
Colorado
$137K +$6.21K +33 +5%
HBT
1508
Hills Bank & Trust
Iowa
$136K
USB
1509
Union Savings Bank
Connecticut
$133K
CCM
1510
Cloud Capital Management
Washington
$131K +$131K +700 New
WTFG
1511
Wood Tarver Financial Group
Idaho
$129K
CSC
1512
Caldwell Sutter Capital
California
$127K +$18.8K +100 +17%
FPF
1513
First Pacific Financial
Washington
$127K +$17.3K +92 +16%
SIP
1514
Sellwood Investment Partners
Oregon
$124K
VC
1515
Vestor Capital
Illinois
$124K -$1.32K -7 -1%
AIM
1516
Advyzon Investment Management
Illinois
$121K +$121K +645 New
CFD
1517
Creative Financial Designs
Indiana
$118K -$43.1K -229 -27%
MG
1518
MilWealth Group
Wisconsin
$116K
LWANC
1519
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K +$9.6K +51 +9%
AGWCA
1520
Annis Gardner Whiting Capital Advisors
Florida
$113K
MDCM
1521
Morgan Dempsey Capital Management
Wisconsin
$111K -$204K -1,084 -65%
WWM
1522
Wolff Wiese Magana
California
$110K
PCM
1523
Palouse Capital Management
Washington
$109K
AT
1524
Avalon Trust
New Mexico
$105K
WPA
1525
West Paces Advisors
Georgia
$99.9K