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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,689 hedge funds and large institutions have $50.4B invested in iShares Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 517 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,689
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.95%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.41%
New
119
Increased
517
Reduced
641
Closed
110
Calls
$114M
Puts
$1.11B
Net Calls
-$992M
Net Calls Change
-$1.03B

Top Buyers

1
PLFA
Pacific Life Fund Advisors
California
$233M
2
Corient Private Wealth
Corient Private Wealth
Florida
$299M
3
UBS Group
UBS Group
Switzerland
$1.5B
4
Goldman Sachs
Goldman Sachs
New York
$2.94B
5
American Century Companies
American Century Companies
Missouri
$176M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.51B
2
Wells Fargo
Wells Fargo
California
$869M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$472M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23B
5
APF
Alaska Permanent Fund
Alaska
$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$118M -$12.7M -67,479 -10%
CWM
52
Circle Wealth Management
New Jersey
$114M – – –
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$103M +$2.85M +15,137 +3%
Bank of Nova Scotia
54
Bank of Nova Scotia
Ontario, Canada
$101M -$466K -2,477 -0.5%
Creative Planning
55
Creative Planning
Kansas
$101M +$874K +4,644 +0.9%
Mariner
56
Mariner
Kansas
$95.8M +$3.11M +16,549 +3%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$89.7M +$41K +218 +0%
Osaic Holdings
58
Osaic Holdings
Arizona
$87.1M +$9.04M +48,033 +12%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$84.8M +$6.98M +37,093 +9%
MWM
60
Modera Wealth Management
New Jersey
$82.7M -$1.18M -6,249 -1%
CMA
61
Cedar Mountain Advisors
Oregon
$78.1M +$269K +1,428 +0.3%
EH
62
Equitable Holdings
New York
$75.7M +$2.14M +11,352 +3%
CL
63
Choreo LLC
Illinois
$75.4M +$2.3M +12,243 +3%
MML Investors Services
64
MML Investors Services
Massachusetts
$75.1M +$4.11M +21,833 +6%
CCWM
65
Cassaday & Co Wealth Management
Virginia
$74.9M -$1.09M -5,788 -1%
SGAM
66
Stephens Group Asset Management
Arkansas
$73.8M +$5.04M +26,764 +7%
BIM
67
Bridges Investment Management
Nebraska
$72.6M +$4.08M +21,663 +6%
MCM
68
MV Capital Management
Maryland
$72.3M +$792K +4,207 +1%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$69.3M -$364K -1,936 -0.5%
LC
70
Landaas & Company
Wisconsin
$67.7M +$894K +4,749 +1%
CFB
71
Cullen/Frost Bankers
Texas
$67.6M +$989K +5,258 +1%
SG
72
StoneX Group
New York
$62.8M +$1.18M +6,248 +2%
MCM
73
MAI Capital Management
Ohio
$61.3M +$1.05M +5,591 +2%
MGIA
74
Moneta Group Investment Advisors
Missouri
$61M +$1.69M +8,971 +3%
PAG
75
Private Advisor Group
New Jersey
$60.6M +$1.38M +7,345 +2%
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