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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 %
LGG
626
Luts & Greenleigh Group
Maryland
$1.64M +$76.1K +392 +5%
BWMG
627
Bannerman Wealth Management Group
Texas
$1.63M -$79.4K -409 -5%
PAG
628
Paladin Advisory Group
Iowa
$1.62M +$372K +1,915 +30%
GWM
629
Global Wealth Management
New Jersey
$1.62M – – –
AWM
630
Aegis Wealth Management
Maryland
$1.61M – – –
NFG
631
Nations Financial Group
Iowa
$1.61M -$112K -574 -6%
RWM
632
RKL Wealth Management
Pennsylvania
$1.61M – – –
IA
633
IFG Advisory
Georgia
$1.6M +$91.1K +469 +6%
KWS
634
Keystone Wealth Services
California
$1.6M -$122K -629 -7%
WIA
635
World Investment Advisors
California
$1.6M +$25.3K +130 +2%
GFP
636
Gryphon Financial Partners
Ohio
$1.59M -$87K -448 -5%
SB
637
Strategic Blueprint
Georgia
$1.58M +$477K +2,458 +43%
ACM
638
Alamar Capital Management
California
$1.57M – – –
BC
639
Barrett & Company
Rhode Island
$1.57M -$6.41K -33 -0.4%
CG
640
Clifford Group
Massachusetts
$1.56M -$41K -211 -3%
AFA
641
American Financial Advisors
Georgia
$1.56M -$6.6K -34 -0.4%
EW
642
Evoke Wealth
California
$1.55M +$933K +4,805 +150%
SVWAG
643
Sound View Wealth Advisors Group
Georgia
$1.55M -$24.3K -125 -2%
TNA
644
True North Advisors
Texas
$1.55M – – –
IAS
645
Insigneo Advisory Services
Florida
$1.55M +$188K +966 +14%
GWWM
646
Great Waters Wealth Management
Minnesota
$1.54M +$5.63K +29 +0.4%
LWCFA
647
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.54M – – –
CFG
648
Cooper Financial Group
California
$1.54M -$58.5K -301 -4%
SMA
649
Seven Mile Advisory
New Jersey
$1.53M -$15.2K -78 -1%
AGM
650
Alpine Global Management
New York
$1.53M +$1.53M +7,853 New
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