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iShares Russell 1000 Value ETF

1,689 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, 517 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,689
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.95%
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
517
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 %
GM
1651
GeoWealth Management
Illinois
$12.8K +$12.8K +68 New
VWWMG
1652
Vermillion & White Wealth Management Group
Pennsylvania
$12.2K
DCM
1653
Davis Capital Management
Florida
$12.2K
PCM
1654
Perritt Capital Management
Illinois
$12.2K
CVM
1655
Cheviot Value Management
California
$12K +$12K +65 New
BL
1656
BFSG LLC
California
$11.5K -$4.14K -22 -27%
NRG
1657
Nemes Rush Group
Michigan
$11.3K
OAJ
1658
Ogorek Anthony Joseph
New York
$11K
AG
1659
AmeriFlex Group
Nevada
$10.9K -$17.3K -92 -61%
IF
1660
Integrity Financial
Wyoming
$10.9K
LC
1661
Luminist Capital
Michigan
$10.5K
EF
1662
Elite Financial
Idaho
$10K +$10K +55 New
HCP
1663
Hexagon Capital Partners
Arkansas
$9.22K
HNW
1664
High Note Wealth
Minnesota
$8.84K
PWA
1665
Physician Wealth Advisors
Utah
$8.55K
RI
1666
Ridgewood Investments
New Jersey
$7.72K
DFA
1667
DHJJ Financial Advisors
Illinois
$7.53K
1L
1668
10Elms LLP
Oklahoma
$7.15K
FCT
1669
First Community Trust
Iowa
$6.77K
HI
1670
Hoey Investments
Pennsylvania
$6.02K +$6.02K +32 New
GWSA
1671
Global Wealth Strategies & Associates
Colorado
$5.65K
T
1672
Transce3nd
Texas
$5.46K -$25.2K -134 -82%
GIP
1673
Granite Investment Partners
California
$5.46K
JWM
1674
JP Wealth Management
South Carolina
$5.22K +$5.19K +976,227 +18,716%
HWM
1675
Horizons Wealth Management
North Carolina
$4.7K