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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 %
CSP
451
Cary Street Partners
Virginia
$3.36M +$138K +711 +4%
MCM
452
Mainstream Capital Management
California
$3.35M -$56.9K -293 -2%
TFA
453
Tobias Financial Advisors
Florida
$3.33M +$963K +4,957 +41%
IWA
454
Icon Wealth Advisors
Texas
$3.31M +$3.89K +20 +0.1%
AI
455
Arvest Investments
Arkansas
$3.31M +$243K +1,250 +8%
AWM
456
Aprio Wealth Management
Georgia
$3.29M +$1.17K +6 +0%
ACA
457
Affinity Capital Advisors
California
$3.26M -$21K -108 -0.6%
DWP
458
Destiny Wealth Partners
Florida
$3.26M +$3.26M +16,767 New
ACIM
459
Azimuth Capital Investment Management
Michigan
$3.19M -$1.2M -6,200 -27%
QWM
460
Quadcap Wealth Management
Texas
$3.19M -$8.35K -43 -0.3%
TSW
461
Thompson Siegel & Walmsley
Virginia
$3.18M +$142K +733 +5%
DSC
462
Donald Smith & Co
New York
$3.17M – – –
AWM
463
Avior Wealth Management
Nebraska
$3.15M -$28.4K -146 -0.9%
DIA
464
Dana Investment Advisors
Wisconsin
$3.14M +$1.86M +9,589 +146%
ATC
465
Argent Trust Co
Tennessee
$3.12M +$119K +613 +4%
TFCP
466
Twin Focus Capital Partners
Massachusetts
$3.1M – – –
AA
467
Ancora Advisors
Ohio
$3.09M -$4.86K -25 -0.2%
SWA
468
SOA Wealth Advisors
New York
$3.08M -$112K -577 -4%
ASC
469
Atalanta Sosnoff Capital
New York
$3.07M -$401K -2,065 -12%
GBT
470
Grove Bank & Trust
Florida
$3.06M -$48.9K -252 -2%
PA
471
Procyon Advisors
Connecticut
$3.05M +$136K +700 +5%
CCM
472
Colorado Capital Management
Colorado
$3.04M – – –
GPFA
473
Game Plan Financial Advisors
Ohio
$3.04M – – –
BCM
474
Becker Capital Management
Oregon
$3.03M -$492K -2,534 -14%
TDWM
475
Topel & Distasi Wealth Management
California
$3.02M -$83.1K -428 -3%
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