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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 %
FPAS
426
Focus Partners Advisor Solutions
Missouri
$3.8M -$917K -4,719 -19%
BOJHT
427
Bank of Jackson Hole Trust
Wyoming
$3.78M +$530K +2,731 +16%
SIA
428
Summit Investment Advisors
Maryland
$3.77M +$53.8K +279 +1%
SIAS
429
Summit Investment Advisory Services
Minnesota
$3.76M +$3.49M +17,979 +1,285%
FWMP
430
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.71M +$30.5K +157 +0.8%
DFS
431
Dixon Fnancial Services
California
$3.68M – – –
WAG
432
Winthrop Advisory Group
Massachusetts
$3.66M +$239K +1,229 +7%
TPWA
433
TRUE Private Wealth Advisors
Oregon
$3.66M -$24.3M -124,855 -87%
CAM
434
Carret Asset Management
New York
$3.65M -$27.8K -143 -0.8%
SFG
435
Sage Financial Group
Pennsylvania
$3.62M -$906K -4,663 -20%
DS
436
DRW Securities
Illinois
$3.6M – – –
SLT
437
St Louis Trust
Missouri
$3.57M – – –
OWM
438
Opes Wealth Management
California
$3.57M +$398K +2,050 +13%
BB
439
Busey Bank
Illinois
$3.55M -$65.1K -335 -2%
NS
440
NBC Securities
Alabama
$3.53M +$17.5K +90 +0.5%
KWM
441
Kingsview Wealth Management
Oregon
$3.48M -$111K -571 -3%
AWA
442
Aaron Wealth Advisors
Illinois
$3.48M – – –
PPWP
443
Premier Path Wealth Partners
New Jersey
$3.47M -$459K -2,365 -12%
GF
444
Goodman Financial
Texas
$3.46M – – –
CIS
445
Custom Index Systems
New York
$3.46M -$266K -1,367 -7%
EFS
446
Essex Financial Services
Connecticut
$3.45M +$102K +523 +3%
IA
447
IFP Advisors
Florida
$3.43M +$481K +2,476 +16%
BIS
448
BG Investment Services
Guam
$3.43M -$1.61M -8,146 -32%
CWMK
449
Caliber Wealth Management (Kansas)
Kansas
$3.38M +$70.5K +363 +2%
MFG
450
Merit Financial Group
Georgia
$3.37M -$541K -2,784 -14%
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