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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 %
SMA
676
Sage Mountain Advisors
Georgia
$1.45M +$522K +2,685 +56%
GT
677
Greenleaf Trust
Michigan
$1.43M +$14.6K +75 +1%
CPA
678
Cardiff Park Advisors
California
$1.43M +$1.36K +7 +0.1%
HWM
679
Horizon Wealth Management
Illinois
$1.43M +$18.8K +97 +1%
BFS
680
Bradley Foster & Sargent
Connecticut
$1.43M +$13K +67 +0.9%
AWA
681
Amplius Wealth Advisors
Pennsylvania
$1.42M +$216K +1,110 +18%
CCM
682
Cambridge Capital Management
Illinois
$1.41M +$3.5K +18 +0.2%
LGWM
683
Litman Gregory Wealth Management
California
$1.41M – – –
BGAI
684
Bruce G. Allen Investments
Colorado
$1.41M -$47.4K -244 -3%
CAAS
685
Capital Asset Advisory Services
Michigan
$1.4M +$35.5K +181 +3%
LFG
686
Larson Financial Group
Missouri
$1.4M -$101K -518 -7%
EFG
687
Ethos Financial Group
Pennsylvania
$1.39M -$1.68M -8,630 -55%
OCG
688
Opus Capital Group
Ohio
$1.39M – – –
MSWMA
689
Market Street Wealth Management Advisors
Indiana
$1.39M – – –
WF
690
Welch & Forbes
Massachusetts
$1.39M -$14.6K -75 -1%
WTB
691
Washington Trust Bank
Washington
$1.39M -$3.97M -20,448 -74%
NAS
692
Nicolet Advisory Services
Wisconsin
$1.38M +$241K +1,250 +21%
CPA
693
Capital Performance Advisors
California
$1.37M -$89.3K -460 -6%
CT
694
Colonial Trust
South Carolina
$1.35M -$264K -1,360 -16%
VAS
695
Vestmark Advisory Solutions
Massachusetts
$1.35M +$1.35M +6,955 New
VP
696
Verum Partners
North Carolina
$1.35M -$21K -108 -2%
MOS
697
MGO One Seven
Ohio
$1.35M -$25.1K -129 -2%
GC
698
Garde Capital
Washington
$1.34M -$33.8K -174 -2%
CCT
699
Chemung Canal Trust
New York
$1.34M – – –
CW
700
CreativeOne Wealth
Kansas
$1.34M +$83.7K +431 +7%
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