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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 %
WMA
701
West Michigan Advisors
Michigan
$1.34M -$14.4K -74 -1%
Capital World Investors
702
Capital World Investors
California
$1.32M -$645K -3,337 -33%
GSIS
703
Global Strategic Investment Solutions
Arizona
$1.32M -$11.7K -60 -0.9%
GWANC
704
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.32M -$1.17K -6 -0.1%
FHB
705
First Hawaiian Bank
Hawaii
$1.32M – – –
NL
706
NWAM LLC
Washington
$1.31M -$7.54M -38,253 -85%
PIA
707
Perennial Investment Advisors
California
$1.31M +$32.6K +168 +3%
FFC
708
Frederick Financial Consultants
Maryland
$1.31M +$194 +1 +0%
EWM
709
Empirical Wealth Management
Washington
$1.31M +$314K +1,615 +32%
LCOV
710
London Company of Virginia
Virginia
$1.3M -$7.19M -37,015 -85%
WIC
711
Whitegate Investment Counselors
New Hampshire
$1.29M – – –
AW
712
Alteri Wealth
California
$1.28M -$239K -1,231 -16%
FA
713
Fiducient Advisors
Illinois
$1.28M -$9.71K -50 -0.8%
IAIM
714
International Assets Investment Management
Florida
$1.28M -$200K -1,030 -14%
T. Rowe Price Associates
715
T. Rowe Price Associates
Maryland
$1.27M -$1.65M -8,510 -57%
CT
716
Coastline Trust
Rhode Island
$1.27M +$134K +692 +12%
CAC
717
Certified Advisory Corp
Florida
$1.27M -$66.2K -341 -5%
FA
718
Financial Advisors
Massachusetts
$1.27M – – –
CWA
719
Cascade Wealth Advisors
Washington
$1.27M +$72K +368 +6%
Macquarie Group
720
Macquarie Group
Australia
$1.27M -$723K -3,724 -36%
TP
721
Tranquility Partners
Tennessee
$1.26M -$13K -67 -1%
V
722
VeraBank
Texas
$1.26M +$23.7K +122 +2%
FMWA
723
Forvis Mazars Wealth Advisors
Missouri
$1.26M +$82.2K +423 +7%
B
724
Bailard
California
$1.26M – – –
WIM
725
Warwick Investment Management
Texas
$1.25M +$7.96K +41 +0.6%
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