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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 %
APP
576
Avantax Planning Partners
Iowa
$2.02M – – –
CFO
577
Custos Family Office
Texas
$2.02M -$141K -728 -7%
I
578
InvesTrust
Oklahoma
$2.01M +$11.5K +59 +0.6%
WFA
579
WestHill Financial Advisors
California
$2.01M -$15.9K -82 -0.8%
BP
580
BBR Partners
New York
$2M +$42.7K +220 +2%
AF
581
Affiance Financial
Minnesota
$1.99M +$29.3K +151 +1%
JA
582
JVL Associates
Michigan
$1.98M – – –
PTC
583
Private Trust Company
Ohio
$1.98M -$414K -2,132 -17%
PFM
584
Phillips Financial Management
Indiana
$1.97M -$67K -345 -3%
USCWA
585
U.S. Capital Wealth Advisors
Texas
$1.97M +$11.5K +59 +0.6%
IIL
586
Insight Inv LLC
California
$1.97M – – –
SC
587
Steph & Co
Wisconsin
$1.96M +$108K +555 +6%
PCS
588
Personal CFO Solutions
New Jersey
$1.96M +$1.04M +5,331 +112%
WLPWM
589
Walled Lake Planning & Wealth Management
Illinois
$1.95M -$31.9K -164 -2%
SCTC
590
Sanibel Captiva Trust Company
Florida
$1.95M +$264K +1,361 +16%
MCM
591
Mattern Capital Management
Colorado
$1.94M +$222K +1,142 +13%
LDB
592
Lee, Danner & Bass
Tennessee
$1.94M -$9.71K -50 -0.5%
SC
593
Sapient Capital
Indiana
$1.93M -$149K -768 -7%
FWTB
594
First Western Trust Bank
Colorado
$1.93M -$134K -688 -6%
PA
595
Pinnacle Associates
New York
$1.91M -$33.8K -174 -2%
CWP
596
Cyndeo Wealth Partners
Florida
$1.9M +$64.1K +330 +3%
EPA
597
Element Pointe Advisors
Florida
$1.9M – – –
SFS
598
Summit Financial Strategies
Ohio
$1.88M +$3.11K +16 +0.2%
WS
599
Wedbush Securities
California
$1.86M -$28.9K -149 -2%
CAG
600
Centerpoint Advisory Group
Kansas
$1.85M -$280K -1,443 -13%
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