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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,705 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, 571 increasing their positions, 573 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,705
Holders Change
+15
Holders Change %
+0.89%
% of All Funds
22.86%
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
571
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 %
BP
326
Ballentine Partners
Massachusetts
$5.77M -$368K -1,896 -6%
HR
327
Hardy Reed
Mississippi
$5.76M – – –
MMA
328
Miracle Mile Advisors
California
$5.74M +$3.35M +17,229 +140%
DI
329
Disciplined Investments
Oklahoma
$5.73M +$113K +582 +2%
TW
330
Towerpoint Wealth
California
$5.64M +$203K +1,043 +4%
BA
331
Brightwater Advisory
Florida
$5.62M -$39.2K -202 -0.7%
CWS
332
Confluence Wealth Services
Pennsylvania
$5.62M +$205K +1,053 +4%
BAMG
333
Brand Asset Management Group
Missouri
$5.62M -$32.8K -169 -0.6%
CB
334
Community Bank
New York
$5.55M -$61.6K -317 -1%
Principal Financial Group
335
Principal Financial Group
Iowa
$5.5M -$562K -2,891 -9%
RIL
336
Rothschild Investment LLC
Illinois
$5.49M -$183K -943 -3%
WTC
337
WhitTier Trust Company
Nevada
$5.47M -$172K -883 -3%
CB
338
Centennial Bank
Arkansas
$5.42M -$768K -3,954 -12%
Millennium Management
339
Millennium Management
New York
$5.37M +$5.37M +27,641 New
FAM
340
Forte Asset Management
New York
$5.36M +$411K +2,117 +8%
HDIM
341
Hanson & Doremus Investment Management
Vermont
$5.33M +$6.99K +36 +0.1%
AAM
342
Aureus Asset Management
Massachusetts
$5.3M – – –
MCCA
343
Mill Creek Capital Advisors
Pennsylvania
$5.28M – – –
Mackenzie Financial
344
Mackenzie Financial
Ontario, Canada
$5.21M -$154K -791 -3%
PW
345
Potentia Wealth
California
$5.18M -$131K -676 -2%
SIA
346
Stegner Investment Associates
Kentucky
$5.16M -$583 -3 -0%
PCIA
347
Prime Capital Investment Advisors
Kansas
$5.15M -$9.86M -50,762 -66%
SCM
348
SOL Capital Management
Maryland
$5.13M +$43.5K +224 +0.9%
ONB
349
Old National Bancorp
Indiana
$5.12M +$492K +2,535 +11%
PWPS
350
Pinnacle Wealth Planning Services
Ohio
$5.1M +$17.1K +88 +0.3%
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