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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 %
FFA
551
Farther Finance Advisors
California
$2.21M +$305K +1,572 +16%
IFPG
552
Intrepid Financial Planning Group
Indiana
$2.2M -$1.17K -6 -0.1%
GC
553
Grimes & Company
Massachusetts
$2.19M +$8.74K +45 +0.4%
CNBT
554
Canandaigua National Bank & Trust
New York
$2.18M -$42.3K -218 -2%
NFC
555
Northeast Financial Consultants
Connecticut
$2.18M – – –
SWM
556
SilverOak Wealth Management
Minnesota
$2.17M – – –
WDG
557
Wealth Dimensions Group
Ohio
$2.17M -$32.4K -167 -1%
GF
558
Gries Financial
Ohio
$2.16M +$11.8K +61 +0.6%
CA
559
CGN Advisors
Kansas
$2.15M +$57.1K +294 +3%
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$2.12M -$97.5K -502 -4%
FWP
561
FAS Wealth Partners
Kansas
$2.12M +$53.8K +277 +3%
BCM
562
Brookstone Capital Management
Illinois
$2.12M +$182K +939 +9%
MCM
563
Manchester Capital Management
Vermont
$2.11M -$3.83M -19,698 -64%
BHBT
564
Burke & Herbert Bank & Trust
Virginia
$2.11M – – –
VFP
565
Verus Financial Partners
Virginia
$2.11M +$196 +1 +0%
AWM
566
AE Wealth Management
Kansas
$2.11M +$140K +721 +7%
EIA
567
Eldridge Investment Advisors
New Hampshire
$2.1M – – –
MCC
568
Money Concepts Capital
Florida
$2.1M -$88.2K -454 -4%
HCM
569
HMS Capital Management
Tennessee
$2.09M -$2.42M -12,477 -54%
MWA
570
Monograph Wealth Advisors
California
$2.06M – – –
VCP
571
Vista Capital Partners
Oregon
$2.06M +$582K +2,997 +39%
CWA
572
CJM Wealth Advisers
Virginia
$2.06M – – –
BDFN
573
Bond & Devick Financial Network
Minnesota
$2.06M – – –
AIP
574
Almanack Investment Partners
Pennsylvania
$2.04M +$695K +3,580 +52%
IC
575
Iconiq Capital
California
$2.04M – – –
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