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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 %
HFM
1551
Harvest Fund Management
China
$72K
FGAM
1552
Financial Gravity Asset Management
Texas
$71.1K +$71.1K +378 New
TCM
1553
TruNorth Capital Management
Michigan
$70.9K
SA
1554
SRH Advisors
Kansas
$69.6K
MWM
1555
MGB Wealth Management
Texas
$68.5K +$68.5K +364 New
TWM
1556
Topsail Wealth Management
North Carolina
$65.7K -$15.2K -81 -19%
SN
1557
Sittner & Nelson
Oregon
$65.1K
WIM
1558
Westside Investment Management
California
$64.7K
AEPWM
1559
Atlantic Edge Private Wealth Management
Florida
$61.3K
MM
1560
Main Management
California
$61K
FCAS
1561
First Command Advisory Services
Texas
$60.6K -$45K -239 -43%
AF
1562
Abound Financial
California
$57.6K +$57.6K +306 New
CB
1563
CNB Bank
Pennsylvania
$57.4K
MHR
1564
Matthew Hamilton Rosenberg
$57.2K
WPA
1565
Wealth Preservation Advisors
Tennessee
$57.2K +$57.2K +304 New
MAS
1566
MPWM Advisory Solutions
Georgia
$57K
APW
1567
Atlantic Private Wealth
North Carolina
$56.6K
FFWM
1568
Future Financial Wealth Management
Ohio
$56.4K
NCM
1569
Northwest Capital Management
Oregon
$56.1K
SL
1570
Salomon & Ludwin
Virginia
$55.9K -$26.3K -140 -32%
PSB
1571
Piscataqua Savings Bank
New Hampshire
$54.6K
RFS
1572
Richardson Financial Services
Massachusetts
$53.6K -$13.2K -70 -20%
OSNBOA
1573
Old Second National Bank of Aurora
Illinois
$53.4K
EWP
1574
Elevation Wealth Partners
California
$52.5K +$188 +1 +0.4%
MIM
1575
Marshall Investment Management
Colorado
$51.7K