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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 %
LB
1676
Legacy Bridge
Iowa
$4.7K +$2.45K +13 +108%
Q1WB
1677
Quest 10 Wealth Builders
Virginia
$4.33K
IHWM
1678
Iron Horse Wealth Management
Iowa
$4.33K
TFA
1679
Toth Financial Advisory
Virginia
$3.76K
AWM
1680
AllSquare Wealth Management
New York
$3.76K
SHF
1681
Safe Harbor Fiduciary
Florida
$3.58K +$3.58K +19 New
WA
1682
Whipplewood Advisors
Colorado
$3.2K +$3.2K +177 New
FG
1683
Fairman Group
Pennsylvania
$2.96K
KHC
1684
Koesten Hirschmann & Crabtree
Kansas
$2.65K
TCPG
1685
Trivant Custom Portfolio Group
California
$1.88K -$4.89K -26 -72%
MSG
1686
Main Street Group
Virginia
$1.51K
HFS
1687
Hughes Financial Services
Virginia
$1.32K +$1.32K +7 New
HC
1688
Hara Capital
Washington
$941 -$941 -5 -50%
Parallax Volatility Advisers
1689
Parallax Volatility Advisers
California
$188 +$188 +1 New
KGP
1690
Keystone Global Partners
Colorado
$188 +$188 +1 New
DWM
1691
Dynasty Wealth Management
Florida
-$21.9M -118,422 Closed
QC
1692
Quadrature Capital
United Kingdom
-$18.3M -98,607 Closed
JG
1693
Jain Global
New York
-$15M -80,834 Closed
NYLIM
1694
New York Life Investment Management
New York
-$12M -64,823 Closed
Harris Associates
1695
Harris Associates
Illinois
-$11M -59,610 Closed
Renaissance Technologies
1696
Renaissance Technologies
New York
-$8.85M -47,800 Closed
EP
1697
Essential Planning
New Hampshire
-$8.28M -43,163 Closed
LAM
1698
Lyrical Asset Management
New York
-$7.7M -41,610 Closed
Jane Street
1699
Jane Street
New York
-$7.64M -41,289 Closed
JF
1700
Jump Financial
Illinois
-$7.39M -39,914 Closed