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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 %
MSFP
1626
Mark Sheptoff Financial Planning
Connecticut
$23.7K
PCTC
1627
Perkins Coie Trust Company
Washington
$23.5K
CMBA
1628
C.M. Bidwell & Associates
Hawaii
$23.3K
TCM
1629
Tanaka Capital Management
New York
$23K
RWPA
1630
Richard W. Paul & Associates
Michigan
$23K -$24.6K -131 -52%
SR
1631
Syntax Research
Florida
$23K
CAWM
1632
Capital A Wealth Management
Pennsylvania
$23K +$20.9K +111 +1,009%
TLCM
1633
Twin Lakes Capital Management
California
$22.4K +$22.4K +119 New
MSWM
1634
Mowery & Schoenfeld Wealth Management
Illinois
$22.2K +$22.2K +118 New
SCA
1635
Stuart Chaussee & Associates
California
$22K
FWA
1636
FSC Wealth Advisors
New York
$21.8K
GP
1637
Greenline Partners
New York
$20.7K
FAI
1638
Fiduciary Advisors Inc
Missouri
$20.3K
PIS
1639
POM Investment Strategies
North Carolina
$19.9K
TSMHT
1640
Thurston Springer Miller Herd & Titak
Indiana
$19.9K
EWA
1641
EQ Wealth Advisors
Texas
$19.4K +$19.4K +103 New
CWM
1642
CarsonAllaria Wealth Management
Illinois
$18.6K
LWMI
1643
Legacy Wealth Management (Idaho)
Idaho
$18.4K +$11.5K +61 +165%
FMP
1644
Financial Management Professionals
Texas
$18.1K
FDW
1645
Fourth Dimension Wealth
Ohio
$17.1K
FP
1646
Financial Perspectives
Minnesota
$16.4K
CFP
1647
Comprehensive Financial Planning
Pennsylvania
$16K +$4.52K +24 +39%
CIA
1648
Cape Investment Advisory
Georgia
$13.4K +$753 +4 +6%
AWM
1649
Accredited Wealth Management
Kentucky
$13.2K
RMC
1650
Resources Management Corp
Connecticut
$13K