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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 %
AC
151
AWM Capital
Arizona
$19.9M -$566K -3,006 -3%
VVP
152
Venture Visionary Partners
Ohio
$19.6M +$47.8K +254 +0.2%
SA
153
Sylvest Advisors
Texas
$19.5M +$228K +1,213 +1%
EIG
154
Ellenbecker Investment Group
Wisconsin
$19.3M +$6.14M +32,608 +47%
WW
155
Westshore Wealth
California
$19M -$259K -1,379 -1%
AWS
156
Atria Wealth Solutions
New York
$18.9M +$443K +2,357 +2%
WCAMG
157
Woodard & Company Asset Management Group
North Carolina
$18.9M -$22.9M -121,838 -55%
OAM
158
Oppenheimer Asset Management
New York
$18.7M -$44M -233,913 -70%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$18.3M -$2.94M -15,632 -14%
UCFA
160
United Capital Financial Advisors
Texas
$18.3M -$173K -920 -0.9%
VA
161
VestGen Advisors
Illinois
$17.7M +$17.7M +94,006 New
SG Americas Securities
162
SG Americas Securities
New York
$17.6M +$2.28M +12,130 +15%
CWM
163
Congress Wealth Management
Massachusetts
$17.4M +$148K +790 +0.9%
CWA
164
CM Wealth Advisors
Ohio
$17.3M
GIA
165
GHP Investment Advisors
Colorado
$17M -$173K -921 -1%
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$16.9M -$15.8M -84,133 -48%
RFA
167
RTD Financial Advisors
Pennsylvania
$16.4M +$766K +4,071 +5%
AP
168
Advisors Preferred
Maryland
$16.3M +$16.3M +86,743 New
IFO
169
Independent Family Office
New York
$16.2M +$148K +788 +0.9%
CA
170
Claro Advisors
Massachusetts
$16.1M +$3.43M +18,233 +27%
AAS
171
Avantax Advisory Services
Texas
$16M -$12.2M -64,638 -43%
SAS
172
SMI Advisory Services
Indiana
$16M +$16M +94,292 New
WHG
173
Westwood Holdings Group
Texas
$15.9M +$467K +2,482 +3%
BPA
174
Beacon Pointe Advisors
California
$15.9M -$39.3M -209,129 -71%
KP
175
Keel Point
Alabama
$15.8M +$503K +2,672 +3%