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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 %
TWP
376
Total Wealth Planning
Ohio
$4.62M +$4.31M +22,175 +1,356%
TLA
377
Tanglewood Legacy Advisors
Texas
$4.6M -$1.05M -5,427 -19%
ACA
378
Anchor Capital Advisors
Massachusetts
$4.6M +$1.15M +5,926 +33%
RCA
379
Riverview Capital Advisers
Massachusetts
$4.6M -$38.5K -198 -0.8%
CA
380
Cornerstone Advisory
Maryland
$4.59M -$110K -566 -2%
CM
381
Columbus Macro
Pennsylvania
$4.58M -$218K -1,123 -5%
TWM
382
Tolleson Wealth Management
Texas
$4.57M -$11.7K -60 -0.3%
MA
383
Mutual Advisors
Nebraska
$4.55M -$97.5K -490 -2%
GSWM
384
Golden State Wealth Management
California
$4.54M -$453K -2,333 -9%
OCM
385
One Capital Management
California
$4.53M -$92.1K -474 -2%
AUB
386
Atlantic Union Bankshares
Virginia
$4.47M +$3.85M +19,804 +613%
CGL
387
Clarius Group LLC
Washington
$4.43M – – –
TFA
388
TPG Financial Advisors
Oregon
$4.43M -$367K -1,890 -8%
SFA
389
Sequoia Financial Advisors
Ohio
$4.42M -$223K -1,148 -5%
MMG
390
Monetary Management Group
Missouri
$4.41M -$19.4K -100 -0.4%
HCMT
391
Highland Capital Management (Tennessee)
Tennessee
$4.4M -$32.6K -168 -0.7%
AMG
392
Asset Management Group
Connecticut
$4.33M +$18.1K +93 +0.4%
FWCM
393
Ferguson Wellman Capital Management
Oregon
$4.28M -$285K -1,466 -6%
FA
394
Flagstar Advisors
New York
$4.28M -$984K -5,067 -19%
DIP
395
DT Investment Partners
Pennsylvania
$4.28M -$8.47M -43,608 -66%
FA
396
FC Advisory
Pennsylvania
$4.27M -$8.94K -46 -0.2%
WAL
397
W Advisors LLC
Tennessee
$4.25M +$1.79M +9,200 +72%
PWM
398
Perigon Wealth Management
California
$4.24M +$617K +3,177 +17%
CIA
399
Concurrent Investment Advisors
Florida
$4.23M +$1.66M +8,570 +65%
MFG
400
Magnus Financial Group
New York
$4.22M +$380K +1,955 +10%
14 15
16
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