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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 %
WWM
476
Western Wealth Management
Colorado
$3.02M -$42.9K -221 -1%
NAM
477
NTV Asset Management
West Virginia
$2.97M – – –
AAS
478
Ameritas Advisory Services
Nebraska
$2.95M -$3.8M -19,552 -56%
AIM
479
Allen Investment Management
New York
$2.95M – – –
GI
480
GAMMA Investing
California
$2.94M +$272K +1,401 +10%
NAAA
481
New Age Alpha Advisors
New York
$2.93M +$259K +1,331 +10%
EWM
482
EPG Wealth Management
Georgia
$2.92M -$735K -3,783 -20%
RI
483
Rinkey Investments
California
$2.91M -$137K -705 -4%
OC
484
Oarsman Capital
Wisconsin
$2.89M +$58.5K +301 +2%
CWM
485
Castle Wealth Management
Florida
$2.88M -$9.91K -51 -0.3%
LSA
486
Lion Street Advisors
Texas
$2.86M +$388 +2 +0%
AssetMark Inc
487
AssetMark Inc
California
$2.85M -$49.3M -253,607 -95%
PFA
488
Pure Financial Advisors
California
$2.85M +$1.24M +6,363 +77%
PFA
489
Pathway Financial Advisors
Vermont
$2.85M -$4.08K -21 -0.1%
BTW
490
Boston Trust Walden
Massachusetts
$2.84M – – –
EWM
491
Evermay Wealth Management
Virginia
$2.83M -$193K -993 -6%
FLPIM
492
F.L. Putnam Investment Management
Massachusetts
$2.83M +$676K +3,482 +31%
GLA
493
Great Lakes Advisors
Illinois
$2.83M -$177K -910 -6%
AI
494
Accredited Investors
Minnesota
$2.83M -$58.3K -300 -2%
CWM
495
ClientFirst Wealth Management
Arkansas
$2.81M – – –
AWP
496
Ascent Wealth Partners
New York
$2.81M +$44.9K +231 +2%
IAA
497
Ironsides Asset Advisors
North Carolina
$2.8M – – –
TSS
498
Two Sigma Securities
New York
$2.8M +$2.8M +14,431 New
AI
499
Atria Investments
North Carolina
$2.8M -$1.16M -5,957 -29%
STA
500
Summit Trail Advisors
New York
$2.8M +$2.8M +14,396 New
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