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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 %
PWP
526
Precedent Wealth Partners
Texas
$2.48M -$37.8K -201 -1%
CIA
527
Concurrent Investment Advisors
Florida
$2.48M +$709K +3,766 +40%
FFG
528
Fortress Financial Group
Minnesota
$2.47M +$8.47K +45 +0.3%
CWM
529
Cahaba Wealth Management
Georgia
$2.47M -$89.9K -478 -4%
SAM
530
Secure Asset Management
Michigan
$2.43M +$1.72M +9,130 +240%
WAL
531
W Advisors LLC
Tennessee
$2.39M -$596K -3,166 -20%
AFG
532
Allegheny Financial Group
Pennsylvania
$2.38M +$99.5K +529 +4%
BWM
533
BigSur Wealth Management
Florida
$2.37M – – –
HCA
534
Heck Capital Advisors
Wisconsin
$2.36M +$849K +4,514 +56%
SFB
535
STAR Financial Bank
Indiana
$2.35M -$854K -4,538 -27%
OPCM
536
Osborne Partners Capital Management
California
$2.32M -$13.2K -70 -0.6%
PTC
537
Private Trust Company
Ohio
$2.32M -$189K -1,004 -8%
MMA
538
Miracle Mile Advisors
California
$2.32M +$1.23M +6,546 +113%
NB
539
Nicolet Bankshares
Wisconsin
$2.32M +$106K +565 +5%
AB
540
Atlas Brown
Kentucky
$2.31M -$7.53K -40 -0.3%
EWM
541
Evercore Wealth Management
New York
$2.3M -$10.2K -54 -0.4%
TFA
542
Tobias Financial Advisors
Florida
$2.29M +$308K +1,635 +16%
DFG
543
Dynamic Financial Group
Iowa
$2.29M +$1.13K +6 +0%
FDCP
544
Foster Dykema Cabot & Partners
Massachusetts
$2.29M -$88.2K -469 -4%
GI
545
GAMCO Investors
Connecticut
$2.26M -$376K -2,000 -14%
ZBNA
546
Zions Bancorporation, National Association
Utah
$2.25M +$2.25M +11,969 New
BFG
547
Baron Financial Group
New Jersey
$2.24M -$40.5K -215 -2%
WAM
548
Wakefield Asset Management
Colorado
$2.22M -$1.17M -6,195 -34%
FFN
549
Focus Financial Network
Minnesota
$2.21M +$1.01M +5,353 +83%
ClearBridge Investments
550
ClearBridge Investments
New York
$2.21M -$19.3M -102,580 -90%
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