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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 %
FCBT
201
First Citizens Bank & Trust
North Carolina
$13.1M -$52.3K -278 -0.4%
NCG
202
Newport Capital Group
New Jersey
$12.9M +$211K +1,120 +2%
MIM
203
MetLife Investment Management
New Jersey
$12.9M +$2.26M +12,000 +21%
PA
204
Prism Advisors
California
$12.9M +$1.44M +7,670 +13%
CCB
205
Country Club Bank
Missouri
$12.8M -$480K -2,579 -4%
SW
206
SlateStone Wealth
Florida
$12.8M +$2.19M +11,624 +21%
UFA
207
US Financial Advisors
Massachusetts
$12.7M +$228K +1,213 +2%
CM
208
Churchill Management
California
$12.7M -$151K -800 -1%
CWC
209
Carolinas Wealth Consulting
North Carolina
$12.7M -$112K -595 -0.9%
C
210
Certuity
Florida
$12.4M +$22.6K +120 +0.2%
DIP
211
DT Investment Partners
Pennsylvania
$12.3M +$7.97M +42,368 +182%
SAM
212
Silvercrest Asset Management
New York
$12.3M -$2.36M -12,559 -16%
ZIM
213
Zacks Investment Management
Illinois
$12.3M -$33M -175,621 -73%
XF
214
XML Financial
Maryland
$12.2M -$847K -4,503 -6%
SCG
215
Sonata Capital Group
Washington
$12.2M +$145K +773 +1%
WB
216
West Bancorporation
Iowa
$12.2M +$1.29M +6,845 +12%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$12.1M +$565 +3 +0%
BCG
218
Breakwater Capital Group
New Jersey
$12M +$317K +1,687 +3%
SWRP
219
Summit Wealth & Retirement Planning
California
$11.6M -$560K -2,977 -5%
FWM
220
FMA Wealth Management
Massachusetts
$11.5M -$209K -1,075 -2%
CCWA
221
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.5M -$617K -3,277 -5%
ACA
222
Aptus Capital Advisors
Alabama
$11.4M -$439K -2,332 -4%
SF
223
Summit Financial
New Jersey
$11.3M +$951K +5,055 +9%
GPW
224
Genesis Private Wealth
Virginia
$11.3M -$153K -812 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
225
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.3M