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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
22.85%
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 %
CVA
526
Central Valley Advisors
California
$2.52M -$2.58M -13,301 -51%
GA
527
GFS Advisors
Texas
$2.51M -$185K -955 -7%
FFN
528
Focus Financial Network
Minnesota
$2.49M +$209K +1,078 +9%
AWM
529
Axxcess Wealth Management
California
$2.49M +$256K +1,320 +11%
GSAM
530
Grant Street Asset Management
Pennsylvania
$2.49M -$292K -1,502 -10%
FFA
531
Founders Financial Alliance
North Carolina
$2.48M -$148K -763 -6%
WWA
532
WCG Wealth Advisors
Nevada
$2.46M -$103K -528 -4%
D
533
Dentgroup
Louisiana
$2.45M +$412K +2,119 +20%
BWM
534
BigSur Wealth Management
Florida
$2.45M – – –
FFG
535
Fortress Financial Group
Minnesota
$2.44M -$116K -597 -5%
FFM
536
Forum Financial Management
Illinois
$2.4M -$303K -1,558 -11%
OPCM
537
Osborne Partners Capital Management
California
$2.37M -$23.3K -120 -1%
NB
538
Nicolet Bankshares
Wisconsin
$2.37M -$21.4K -110 -0.9%
AFG
539
Allegheny Financial Group
Pennsylvania
$2.37M -$88.8K -457 -4%
JWM
540
JFG Wealth Management
Colorado
$2.36M +$1.04M +5,361 +79%
DFG
541
Dynamic Financial Group
Iowa
$2.36M -$1.94K -10 -0.1%
AB
542
Atlas Brown
Kentucky
$2.36M -$28.9K -149 -1%
GI
543
GAMCO Investors
Connecticut
$2.33M – – –
EWM
544
Evercore Wealth Management
New York
$2.33M -$48.6K -250 -2%
FDCP
545
Foster Dykema Cabot & Partners
Massachusetts
$2.31M -$53K -273 -2%
SC
546
SouthState Corp
Florida
$2.3M -$316K -1,629 -12%
BFG
547
Baron Financial Group
New Jersey
$2.29M -$24.3K -125 -1%
FFO
548
Fiduciary Family Office
Florida
$2.29M +$2.29M +11,774 New
ZBNA
549
Zions Bancorporation, National Association
Utah
$2.28M -$40.2K -207 -2%
CWMP
550
Clarion Wealth Managment Partners
Virginia
$2.24M +$2.24M +11,517 New
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