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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,690 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, 518 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,690
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.96%
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
518
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
+$208M
3
UBS Group
UBS Group
Switzerland
+$155M
4
Goldman Sachs
Goldman Sachs
New York
+$68.4M
5
American Century Companies
American Century Companies
Missouri
+$67.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$657M
2
Wells Fargo
Wells Fargo
California
-$314M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$271M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$251M
5
APF
Alaska Permanent Fund
Alaska
-$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
501
Oarsman Capital
Wisconsin
$2.74M -$1.06M -5,626 -28%
CWM
502
ClientFirst Wealth Management
Arkansas
$2.72M -$188 -1 -0%
IAA
503
Ironsides Asset Advisors
North Carolina
$2.72M -$941 -5 -0%
TC
504
TownSquare Capital
Utah
$2.7M +$505K +2,686 +23%
EAM
505
Evanson Asset Management
California
$2.7M +$158K +839 +6%
GSAM
506
Grant Street Asset Management
Pennsylvania
$2.69M -$7.15K -38 -0.3%
AGP
507
Autumn Glory Partners
Texas
$2.68M -$55.3K -294 -2%
AWP
508
Ascent Wealth Partners
New York
$2.68M -$8.47K -45 -0.3%
KCM
509
Kanawha Capital Management
Virginia
$2.66M +$95.4K +507 +4%
MFWP
510
Mosaic Family Wealth Partners
Missouri
$2.66M -$19.6K -104 -0.7%
CC
511
Courier Capital
New York
$2.64M +$989K +5,258 +60%
SBWIC
512
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.63M – – –
FFM
513
Forum Financial Management
Illinois
$2.62M -$195K -1,037 -7%
GA
514
GFS Advisors
Texas
$2.61M -$287K -1,527 -10%
NAAA
515
New Age Alpha Advisors
New York
$2.59M +$1.07M +5,713 +71%
GI
516
GAMMA Investing
California
$2.59M +$77.5K +412 +3%
AWM
517
Apollon Wealth Management
South Carolina
$2.56M -$38.4K -204 -1%
BMCM
518
Bryn Mawr Capital Management
Pennsylvania
$2.55M -$775K -4,117 -23%
FFA
519
Founders Financial Alliance
North Carolina
$2.54M -$118K -625 -4%
JIC
520
Joel Isaacson & Co
New York
$2.54M +$137K +727 +6%
SC
521
SouthState Corp
Florida
$2.53M +$758K +4,028 +43%
IIC
522
Ironwood Investment Counsel
Arizona
$2.51M -$8.84K -47 -0.4%
QAM
523
Q3 Asset Management
Michigan
$2.5M +$2.5M +13,276 New
GJWM
524
Gilliland Jeter Wealth Management
Arkansas
$2.49M +$72.8K +387 +3%
WWA
525
WCG Wealth Advisors
Nevada
$2.49M -$29.4K -156 -1%
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