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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 %
AC
251
Apella Capital
Connecticut
$8.75M -$2.29M -11,714 -21%
MIM
252
MetLife Investment Management
New Jersey
$8.64M -$4.66M -24,000 -35%
OFS
253
Oldfather Financial Services
Nebraska
$8.52M +$78.9K +406 +0.9%
RWM
254
Ritholtz Wealth Management
New York
$8.5M +$5.62M +28,942 +195%
AF
255
Allworth Financial
California
$8.49M +$359K +1,849 +4%
HNB
256
Huntington National Bank
Ohio
$8.48M -$8.5M – –
VFA
257
Valeo Financial Advisors
Indiana
$8.45M -$86.8K -447 -1%
OFG
258
Oxford Financial Group
Indiana
$8.43M +$472K +2,428 +6%
QC
259
Quent Capital
New York
$8.37M +$1.84M +9,457 +28%
SWM
260
Segment Wealth Management
Texas
$8.35M -$98.3K -506 -1%
NA
261
Nottingham Advisors
New York
$8.35M -$619K -3,185 -7%
Susquehanna International Group
262
Susquehanna International Group
Pennsylvania
$8.32M +$8.32M +42,835 New
R
263
Rebalance
California
$8.3M +$36.5K +188 +0.4%
WFA
264
Wellspring Financial Advisors
Ohio
$8.22M -$21.6K -111 -0.3%
SHWM
265
Smith & Howard Wealth Management
Georgia
$8.19M +$241K +1,239 +3%
SC
266
Sierra Capital
Florida
$8.15M -$102K -524 -1%
QCM
267
Quantinno Capital Management
New York
$7.95M +$2.96M +15,224 +59%
BBHC
268
Brown Brothers Harriman & Co
New York
$7.94M -$12.2K -63 -0.2%
Legal & General Group
269
Legal & General Group
United Kingdom
$7.92M +$511K +2,629 +7%
Thrivent Financial for Lutherans
270
Thrivent Financial for Lutherans
Minnesota
$7.9M -$36.6M -188,509 -82%
AFP
271
Ausdal Financial Partners
Iowa
$7.89M -$61.8K -318 -0.8%
HSA
272
HBK Sorce Advisory
Pennsylvania
$7.71M +$227K +1,167 +3%
PA
273
Parallel Advisors
California
$7.68M +$85.8K +442 +1%
ASW
274
Astoria Strategic Wealth
Texas
$7.61M +$455K +2,343 +6%
WB
275
Webster Bank
Connecticut
$7.6M +$38.1K +196 +0.5%
9 10
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