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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 %
CPRC
401
Consolidated Portfolio Review Corp
New York
$4.2M +$120K +616 +3%
SWM
402
Spire Wealth Management
Virginia
$4.15M -$164K -845 -4%
NCM
403
Next Capital Management
New York
$4.14M +$139K +716 +3%
SMC
404
Smith, Moore & Co
Missouri
$4.1M +$273K +1,407 +7%
Walleye Trading
405
Walleye Trading
New York
$4.07M +$990K +5,097 +32%
ET
406
Equitable Trust
Tennessee
$4.04M – – –
SHF
407
Stage Harbor Financial
Massachusetts
$4.02M +$82.5K +425 +2%
GT
408
Glenview Trust
Kentucky
$4.01M +$865K +4,455 +27%
HFP
409
Holistic Financial Partners
Indiana
$3.99M -$36.1K -186 -0.9%
SCA
410
Stillwater Capital Advisors
Pennsylvania
$3.98M -$6.6K -34 -0.2%
TF
411
Tandem Financial
Colorado
$3.97M -$3.31M -17,051 -45%
BAM
412
Berkshire Asset Management
Pennsylvania
$3.89M -$6.98M -35,955 -64%
MCWS
413
McKinley Carter Wealth Services
West Virginia
$3.89M -$99.1K -510 -2%
FFG
414
Fiduciary Financial Group
California
$3.88M -$90.8K -463 -2%
DADC
415
D.A. Davidson & Co
Montana
$3.87M -$336K -1,729 -8%
SWGC
416
Summit Wealth Group (Colorado)
Colorado
$3.87M +$3.87M +19,905 New
Qube Research & Technologies (QRT)
417
Qube Research & Technologies (QRT)
United Kingdom
$3.85M +$3.85M +19,806 New
1WM
418
1900 Wealth Management
Texas
$3.84M -$3.3K -17 -0.1%
WP
419
Wealthspan Partners
Iowa
$3.83M -$150K -774 -4%
SWA
420
Serenus Wealth Advisors
California
$3.83M – – –
AIM
421
Acropolis Investment Management
Missouri
$3.82M -$15.5K -80 -0.4%
ACP
422
Argyle Capital Partners
California
$3.82M +$178K +917 +5%
AWS
423
Atria Wealth Solutions
New York
$3.82M -$15.8M -80,973 -80%
RFA
424
Resurgent Financial Advisors
Georgia
$3.82M -$280K -1,442 -7%
HIA
425
Harbor Investment Advisory
Maryland
$3.8M +$7.38K +38 +0.2%
15 16
17
18 19