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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,703 hedge funds and large institutions have $50B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 569 increasing their positions, 573 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,703
Holders Change
+14
Holders Change %
+0.83%
% of All Funds
22.84%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.38%
New
136
Increased
569
Reduced
573
Closed
87
Calls
$138M
Puts
$1.07B
Net Calls
-$928M
Net Calls Change
+$64.5M

Top Buyers

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.93B
2
APF
Alaska Permanent Fund
Alaska
$0
3
BlackRock
BlackRock
New York
$113M
4
JWM
JP Wealth Management
South Carolina
$1.01M
5
JHU
Johns Hopkins University
Maryland
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
226
UBS AM
Illinois
$11M +$11M +56,382 New
FWM
227
FMA Wealth Management
Massachusetts
$10.9M -$666K -3,431 -6%
VWA
228
Visionary Wealth Advisors
Illinois
$10.8M -$40.4K -208 -0.4%
CPIG
229
Chicago Partners Investment Group
Illinois
$10.7M +$1.59K +8 +0%
Kayne Anderson Rudnick Investment Management
230
Kayne Anderson Rudnick Investment Management
California
$10.6M +$2.58M +13,284 +32%
GIM
231
Goelzer Investment Management
Indiana
$10.3M +$39.8K +205 +0.4%
JFG
232
Jefferies Financial Group
New York
$10.3M +$267K +1,377 +3%
Bessemer Group
233
Bessemer Group
New Jersey
$10.2M -$115K -591 -1%
MG
234
Mather Group
Illinois
$10M -$247K -1,272 -2%
GAM
235
Gotham Asset Management
New York
$10M +$3.44M +17,713 +52%
MCM
236
Morton Capital Management
California
$10M +$918K +4,726 +10%
NOI
237
Newton One Investments
Delaware
$10M +$31.1K +160 +0.3%
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$10M +$5.17M +26,633 +107%
NGA
239
Naples Global Advisors
Florida
$9.93M +$344K +1,773 +4%
NW
240
NewEdge Wealth
Pennsylvania
$9.49M -$179K -922 -2%
AWMNH
241
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.42M +$474K +2,439 +5%
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$9.4M -$8.09M -41,675 -46%
JWA
243
JFS Wealth Advisors
Pennsylvania
$9.33M +$378K +1,945 +4%
Allspring Global Investments
244
Allspring Global Investments
North Carolina
$9.19M -$99.6K -508 -1%
TWM
245
Tradition Wealth Management
Minnesota
$9.16M +$388 +2 +0%
JIC
246
Johnson Investment Counsel
Ohio
$9.14M -$614K -3,163 -6%
BTI
247
Blue Trust Inc
Georgia
$9.14M +$411K +2,118 +5%
HW
248
Hancock Whitney
Mississippi
$9.01M +$408K +2,100 +5%
FCP
249
Fidelis Capital Partners
Florida
$8.97M +$226K +1,162 +3%
DT
250
Diversified Trust
Tennessee
$8.92M +$42.7K +220 +0.5%
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