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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,704 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, 570 increasing their positions, 573 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,704
Holders Change
+15
Holders Change %
+0.89%
% of All Funds
22.85%
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
570
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
+$115M
2
Wells Fargo
Wells Fargo
California
+$72.2M
3
IAA
Independence Asset Advisors
Pennsylvania
+$59.5M
4
MAM
Marquette Asset Management
Minnesota
+$57.9M
5
LPL Financial
LPL Financial
California
+$41.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$503M
2
APF
Alaska Permanent Fund
Alaska
-$342M
3
BlackRock
BlackRock
New York
-$232M
4
JWM
JP Wealth Management
South Carolina
-$190M
5
JHU
Johns Hopkins University
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHU
301
Johns Hopkins University
Maryland
$6.47M -$158M -812,817 -96%
SW
302
Simplicity Wealth
New Jersey
$6.43M +$2.65M +13,627 +70%
Deutsche Bank
303
Deutsche Bank
Germany
$6.41M -$11.8K -61 -0.2%
SWP
304
Stratos Wealth Partners
Ohio
$6.37M +$585K +3,010 +10%
DAS
305
Dynamic Advisor Solutions
Arizona
$6.37M -$19.5M -100,331 -75%
EB
306
Eastern Bank
Massachusetts
$6.32M -$85.7K -441 -1%
SEI Investments
307
SEI Investments
Pennsylvania
$6.27M -$290K -1,495 -4%
BAAM
308
Baker Avenue Asset Management
California
$6.27M -$323K -1,665 -5%
AI
309
Auour Investments
Massachusetts
$6.24M +$26.4K +136 +0.4%
SFS
310
Sowell Financial Services
Arkansas
$6.23M +$88K +453 +1%
LW
311
Linscomb Wealth
Texas
$6.19M -$334K -1,718 -5%
PFS
312
Prospera Financial Services
Texas
$6.18M -$28.6M -146,876 -82%
WFS
313
Widmann Financial Services
Maryland
$6.15M +$207K +1,068 +3%
CGA
314
Crescent Grove Advisors
Illinois
$6.12M -$325K -1,671 -5%
Loomis, Sayles & Company
315
Loomis, Sayles & Company
Massachusetts
$6.11M -$337K -1,734 -5%
WT
316
Whittier Trust
California
$6.11M -$15.3K -79 -0.3%
QCG
317
Quadrant Capital Group
Ohio
$6.08M -$20.6K -106 -0.3%
HCA
318
Harbour Capital Advisors
Virginia
$6.06M -$149K -757 -2%
SCA
319
Snowden Capital Advisors
New York
$6.05M +$83.3K +429 +1%
FTWA
320
Fifth Third Wealth Advisors
Ohio
$5.92M +$1.28M +6,598 +28%
WSFS
321
Wilmington Savings Fund Society
Delaware
$5.91M -$629K -3,239 -10%
RhumbLine Advisers
322
RhumbLine Advisers
Massachusetts
$5.84M -$1.99M -10,222 -25%
GIA
323
Gladstone Institutional Advisory
Florida
$5.82M +$19.4K +100 +0.3%
RTL
324
Red Tortoise LLC
Georgia
$5.79M +$21.9K +113 +0.4%
UWPG
325
Ullmann Wealth Partners Group
Florida
$5.78M -$104K -538 -2%
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