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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 %
RCAG
351
Rehmann Capital Advisory Group
Michigan
$5.1M +$736K +3,788 +17%
GVAG
352
Great Valley Advisor Group
Delaware
$5.05M +$74K +381 +1%
SFM
353
Signet Financial Management
New Jersey
$5.04M -$101K -521 -2%
HCA
354
Heck Capital Advisors
Wisconsin
$5.04M +$2.61M +13,412 +107%
AG
355
AlTi Global
New York
$5.04M +$3.11K +16 +0.1%
Renaissance Technologies
356
Renaissance Technologies
New York
$5.01M +$5.01M +25,800 New
HWA
357
Hillcrest Wealth Advisors
New Jersey
$5M -$58.3K -300 -1%
IWM
358
IHT Wealth Management
Illinois
$4.97M -$311K -1,603 -6%
FWP
359
Fiduciary Wealth Partners
Massachusetts
$4.96M +$4.96M +25,546 New
DWT
360
Dorsey & Whitney Trust
South Dakota
$4.94M – – –
JFG
361
JMG Financial Group
Illinois
$4.94M +$10.5K +54 +0.2%
AWA
362
Alta Wealth Advisors
Massachusetts
$4.89M +$22.5K +116 +0.5%
AFCM
363
Applied Finance Capital Management
Puerto Rico
$4.87M +$633K +3,259 +15%
PWA
364
Provenance Wealth Advisors
Florida
$4.83M +$1.83M +9,403 +61%
PCM
365
Pointe Capital Management
Michigan
$4.82M +$434K +2,235 +10%
SYBT
366
Stock Yards Bank & Trust
Kentucky
$4.81M -$465K -2,393 -9%
GRP
367
Global Retirement Partners
California
$4.8M +$4.8M +24,698 New
BFM
368
Broadview Financial Management
Wisconsin
$4.79M -$131K -677 -3%
NEPWA
369
New England Private Wealth Advisors
Massachusetts
$4.78M +$331K +1,682 +7%
DPI
370
Diversified Portfolios Inc
Michigan
$4.78M +$25.8K +133 +0.5%
UB
371
UMB Bank
Missouri
$4.78M -$73.6K -379 -2%
SI
372
Saxon Interests
Texas
$4.76M – – –
VA
373
Valmark Advisers
Ohio
$4.67M +$54.6K +281 +1%
FMC
374
First Merchants Corp
Indiana
$4.65M +$138K +710 +3%
PI
375
PineBridge Investments
New York
$4.63M -$1.23M -6,354 -21%
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