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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,697 hedge funds and large institutions have $49.8B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 568 increasing their positions, 571 reducing their positions, and 85 closing their positions.

Holders
1,697
Holders Change
+8
Holders Change %
+0.47%
% of All Funds
22.79%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.37%
New
135
Increased
568
Reduced
571
Closed
85
Calls
$119M
Puts
$1.06B
Net Calls
-$944M
Net Calls Change
+$48.1M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$1.02B
2
Wells Fargo
2
Wells Fargo
California
$969M
3
IAA
3
Independence Asset Advisors
Pennsylvania
$59.5M
4
MAM
4
Marquette Asset Management
Minnesota
$66M
5
LPL Financial
5
LPL Financial
California
$809M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.93B
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
BlackRock
3
BlackRock
New York
$113M
4
JWM
4
JP Wealth Management
South Carolina
$1.01M
5
JHU
5
Johns Hopkins University
Maryland
$6.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.68B 49,816,823 -751,744 -1%
Morgan Stanley
2
Morgan Stanley
New York
$6.93B 35,679,281 -2,589,088 -7%
Goldman Sachs
3
Goldman Sachs
New York
$3.01B 15,482,996 -146,696 -0.9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.78B 9,153,000 +67,043 +0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.72B 8,841,679 -419,241 -5%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.7B 8,758,071 -1,014 -0%
UBS Group
7
UBS Group
Switzerland
$1.52B 7,814,256 -146,116 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.28B 6,599,784 +57,669 +0.9%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.02B 5,275,282 +593,784 +13%
Wells Fargo
10
Wells Fargo
California
$969M 4,987,282 +371,477 +8%
Raymond James Financial
11
Raymond James Financial
Florida
$967M 4,978,791 +76,936 +2%
Northern Trust
12
Northern Trust
Illinois
$917M 4,723,508 +205,139 +5%
LPL Financial
13
LPL Financial
California
$809M 4,165,225 +215,832 +5%
M&T Bank
14
M&T Bank
New York
$764M 3,931,029 +126,874 +3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$663M 3,412,793 +57,638 +2%
SF
16
Synovus Financial
Georgia
$629M 3,236,174 +60,240 +2%
JRP
17
Jasper Ridge Partners
California
$490M 2,524,684 -150,000 -6%
Prudential Financial
18
Prudential Financial
New Jersey
$469M 2,413,907 -233,749 -9%
Truist Financial
19
Truist Financial
North Carolina
$439M 2,258,411 -42,384 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$400M 2,059,216 +3,221 +0.2%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$394M 2,037,447 -494,282 -20%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$388M 1,996,421 -92,964 -4%
Stifel Financial
23
Stifel Financial
Missouri
$351M 1,805,392 -87,133 -5%
GI
24
GLOBALT Investments
Georgia
$336M 1,732,187 -51,866 -3%
Citigroup
25
Citigroup
New York
$256M 1,317,375 +148,422 +13%
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