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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,689 hedge funds and large institutions have $50.4B invested in iShares Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 517 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,689
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.95%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.41%
New
119
Increased
517
Reduced
641
Closed
110
Calls
$114M
Puts
$1.11B
Net Calls
-$992M
Net Calls Change
-$1.03B

Top Buyers

1
PLFA
Pacific Life Fund Advisors
California
$233M
2
Corient Private Wealth
Corient Private Wealth
Florida
$299M
3
UBS Group
UBS Group
Switzerland
$1.5B
4
Goldman Sachs
Goldman Sachs
New York
$2.94B
5
American Century Companies
American Century Companies
Missouri
$176M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.51B
2
Wells Fargo
Wells Fargo
California
$869M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$472M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23B
5
APF
Alaska Permanent Fund
Alaska
$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$334M -$52.3M -277,908 -14%
Corient Private Wealth
27
Corient Private Wealth
Florida
$299M +$208M +1,104,922 +227%
SP
28
Stairway Partners
Illinois
$239M +$6.75M +35,873 +3%
Ameriprise
29
Ameriprise
Minnesota
$235M -$50.3M -267,320 -18%
PLFA
30
Pacific Life Fund Advisors
California
$233M +$233M +1,236,524 New
TIAA Trust, National Association
31
TIAA Trust, National Association
North Carolina
$225M -$3.85M -20,437 -2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$222M -$9.27M -49,274 -4%
AllianceBernstein
33
AllianceBernstein
Tennessee
$221M -$10.8M -57,489 -5%
Citigroup
34
Citigroup
New York
$220M +$26.5M +140,966 +14%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$206M +$14.3M +76,033 +7%
Franklin Resources
36
Franklin Resources
California
$191M +$14.9M +79,115 +8%
Comerica Bank
37
Comerica Bank
Texas
$189M -$15.6M -82,729 -8%
HighTower Advisors
38
HighTower Advisors
Illinois
$184M -$16.7M -88,765 -8%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$179M -$16M -84,921 -8%
Kovitz Investment Group Partners
40
Kovitz Investment Group Partners
Illinois
$177M +$15M +79,475 +9%
American Century Companies
41
American Century Companies
Missouri
$176M +$67.5M +358,906 +62%
WPW
42
Waldron Private Wealth
Pennsylvania
$164M +$3.52M +18,689 +2%
US Bancorp
43
US Bancorp
Minnesota
$160M -$1.91M -10,128 -1%
JHU
44
Johns Hopkins University
Maryland
$159M -$48.8M -259,271 -23%
OC
45
Oakworth Capital
Alabama
$147M +$3.39M +18,007 +2%
CB
46
Commerce Bank
Missouri
$141M -$107K -571 -0.1%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$133M +$2.26M +12,012 +2%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$133M -$4.41M -23,462 -3%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$131M +$4.57M +24,294 +4%
1SB
50
1ST Source Bank
Indiana
$127M +$2.83M +15,029 +2%
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