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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 %
QWP
601
Quotient Wealth Partners
Texas
$1.85M -$7.96K -41 -0.4%
TC
602
TownSquare Capital
Utah
$1.84M -$955K -4,917 -34%
SWA
603
Sax Wealth Advisors
New Jersey
$1.83M +$54K +278 +3%
GJIA
604
Glass Jacobson Investment Advisors
Maryland
$1.81M -$94.8K -488 -5%
BFA
605
Benedict Financial Advisors
Georgia
$1.81M -$8.16K -42 -0.4%
GWM
606
Geneos Wealth Management
Colorado
$1.79M -$1.51M -7,775 -46%
MFGP
607
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.79M +$4.27K +22 +0.2%
IA
608
IFC Advisors
California
$1.75M – – –
TA
609
Tactive Advisors
Florida
$1.74M +$1.74M +8,970 New
MCA
610
Maryland Capital Advisors
Maryland
$1.74M – – –
BCWM
611
Bartlett & Co Wealth Management
Ohio
$1.74M -$70.1K -361 -4%
PP
612
Prosperity Planning
Missouri
$1.73M -$8.94K -46 -0.5%
NLP
613
Next Level Private
New York
$1.72M +$1.55K +8 +0.1%
NIM
614
Northeast Investment Management
Massachusetts
$1.72M – – –
PA
615
Parkside Advisors
California
$1.72M – – –
M
616
MYeCFO
California
$1.72M -$60.2K -310 -3%
FT
617
Fiduciary Trust
Massachusetts
$1.7M +$3.89K +20 +0.2%
TPWA
618
Twin Peaks Wealth Advisors
California
$1.7M +$126K +639 +8%
MWP
619
MYCIO Wealth Partners
Pennsylvania
$1.69M – – –
IB
620
Intrust Bank
Kansas
$1.68M +$40.4K +208 +2%
BSHC
621
Breed's Hill Capital
Massachusetts
$1.67M – – –
ITIM
622
Indiana Trust & Investment Management
Indiana
$1.67M -$20.2K -104 -1%
RLWM
623
RF&L Wealth Management
Massachusetts
$1.66M -$26K -134 -2%
FTS
624
Fifth Third Securities
Ohio
$1.65M -$31.3K -161 -2%
ML
625
McAdam LLC
Pennsylvania
$1.64M +$299K +1,539 +22%
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