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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,697 hedge funds and large institutions have $49.8B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 568 increasing their positions, 571 reducing their positions, and 85 closing their positions.

Holders
1,697
Holders Change
+8
Holders Change %
+0.47%
% of All Funds
22.79%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.37%
New
135
Increased
568
Reduced
571
Closed
85
Calls
$119M
Puts
$1.06B
Net Calls
-$944M
Net Calls Change
+$48.1M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$1.02B
2
Wells Fargo
2
Wells Fargo
California
$969M
3
IAA
3
Independence Asset Advisors
Pennsylvania
$59.5M
4
MAM
4
Marquette Asset Management
Minnesota
$66M
5
LPL Financial
5
LPL Financial
California
$809M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.93B
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
BlackRock
3
BlackRock
New York
$113M
4
JWM
4
JP Wealth Management
South Carolina
$1.01M
5
JHU
5
Johns Hopkins University
Maryland
$6.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$97.7M 502,838 -6,049 -1%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$96.4M 496,100 +19,252 +4%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$88.7M 456,919 +6,496 +1%
MWM
54
Modera Wealth Management
New Jersey
$86.9M 447,183 +7,484 +2%
CCWM
55
Cassaday & Co Wealth Management
Virginia
$83.8M 431,516 +33,706 +8%
Osaic Holdings
56
Osaic Holdings
Arizona
$83.8M 446,510 -16,162 -3%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$83M 427,355 +58,986 +16%
SGAM
58
Stephens Group Asset Management
Arkansas
$81.2M 418,023 +25,722 +7%
CMA
59
Cedar Mountain Advisors
Oregon
$81M 417,125 +2,146 +0.5%
MML Investors Services
60
MML Investors Services
Massachusetts
$77.5M 398,755 -344 -0.1%
Brown Advisory
61
Brown Advisory
Maryland
$77.4M 398,545 +105,930 +36%
CL
62
Choreo LLC
Illinois
$76.8M 395,517 -5,226 -1%
BIM
63
Bridges Investment Management
Nebraska
$73.2M 377,072 -8,627 -2%
CFB
64
Cullen/Frost Bankers
Texas
$73.2M 376,947 +17,700 +5%
Franklin Resources
65
Franklin Resources
California
$73.1M 376,594 -638,800 -63%
AllianceBernstein
66
AllianceBernstein
Tennessee
$73M 375,944 -797,857 -68%
MCM
67
MV Capital Management
Maryland
$71.2M 366,772 -17,423 -5%
LC
68
Landaas & Company
Wisconsin
$70.1M 360,714 +821 +0.2%
MCM
69
MAI Capital Management
Ohio
$69.6M 358,539 +32,527 +10%
SG
70
StoneX Group
New York
$66.5M 342,228 +8,547 +3%
MAM
71
Marquette Asset Management
Minnesota
$66M 339,687 +298,107 +717%
EH
72
Equitable Holdings
New York
$64.5M 331,949 -70,264 -17%
MGIA
73
Moneta Group Investment Advisors
Missouri
$64.1M 330,078 +5,659 +2%
PAG
74
Private Advisor Group
New Jersey
$63.9M 329,246 +7,015 +2%
EWA
75
EP Wealth Advisors
California
$60.8M 313,086 +149 +0%
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