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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 %
CWA
501
Cornerstone Wealth Advisors
Minnesota
$2.79M -$192K -987 -6%
EAM
502
Evanson Asset Management
California
$2.78M -$971 -5 -0%
FPW
503
Flywheel Private Wealth
California
$2.78M -$99.8K -514 -3%
BMCM
504
Bryn Mawr Capital Management
Pennsylvania
$2.78M +$151K +775 +6%
SFB
505
STAR Financial Bank
Indiana
$2.77M +$347K +1,784 +14%
VCA
506
Verdence Capital Advisors
Maryland
$2.77M -$129K -663 -4%
AGP
507
Autumn Glory Partners
Texas
$2.76M -$6.02K -31 -0.2%
CC
508
Courier Capital
New York
$2.72M -$6.02K -31 -0.2%
SBWIC
509
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.71M – – –
RWP
510
RWA Wealth Partners
Massachusetts
$2.7M -$12.1M -62,279 -82%
SB
511
SIG Brokerage
New York
$2.7M +$2.7M +13,889 New
JCM
512
J2 Capital Management
Michigan
$2.69M +$2.69M +13,825 New
AWM
513
Apollon Wealth Management
South Carolina
$2.66M +$20.6K +106 +0.8%
BWA
514
Beam Wealth Advisors
Louisiana
$2.65M +$2.65M +13,625 New
AT
515
American Trust
Kentucky
$2.64M -$2.81M -14,490 -52%
MFWP
516
Mosaic Family Wealth Partners
Missouri
$2.64M -$103K -532 -4%
JIC
517
Joel Isaacson & Co
New York
$2.63M +$7.58K +39 +0.3%
Diamond Hill Capital Management
518
Diamond Hill Capital Management
Ohio
$2.63M -$372K -1,913 -12%
KCM
519
Kanawha Capital Management
Virginia
$2.62M -$124K -638 -5%
GJWM
520
Gilliland Jeter Wealth Management
Arkansas
$2.61M +$33.8K +174 +1%
VT
521
Vise Technologies
New York
$2.6M +$2.6M +13,379 New
SC
522
Summa Corp
Texas
$2.6M +$2.6M +13,379 New
IIC
523
Ironwood Investment Counsel
Arizona
$2.59M – – –
PWP
524
Precedent Wealth Partners
Texas
$2.56M – – –
CWM
525
Cahaba Wealth Management
Georgia
$2.55M -$1.55K -8 -0.1%
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