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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
22.85%
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 %
LAS
801
LWM Advisory Services
Florida
$1.02M +$1.02M +5,264 New
YP
802
YANKCOM Partnership
South Dakota
$1.02M – – –
NPF
803
Norris Perne & French
Michigan
$1.02M – – –
CTC
804
Central Trust Company
Missouri
$1.01M +$24.1K +124 +2%
JWM
805
JP Wealth Management
South Carolina
$1.01M -$190M -976,227 -99%
PCG
806
Prosperity Consulting Group
Maryland
$1.01M +$358K +1,842 +55%
FFC
807
First Financial Corp
Indiana
$1.01M – – –
DWM
808
Dakota Wealth Management
Florida
$1.01M +$583 +3 +0.1%
SHJ
809
Sharkey, Howes & Javer
Colorado
$1M -$63.1K -325 -6%
IAG
810
Investmark Advisory Group
Connecticut
$1M +$1.36K +7 +0.1%
HIP
811
HUB Investment Partners
Texas
$1M -$87.8K -452 -8%
BWP
812
BSW Wealth Partners
Colorado
$1,000K – – –
BFA
813
Brown Financial Advisory
Alabama
$994K – – –
BF
814
Bonfire Financial
Colorado
$988K +$4.47K +23 +0.5%
ECM
815
Evergreen Capital Management
Washington
$988K – – –
HC
816
Hoese & Co
Minnesota
$983K -$31.1K -160 -3%
HWM
817
Hemington Wealth Management
Virginia
$981K -$3.11K -16 -0.3%
SCI
818
S&CO Inc
Massachusetts
$980K – – –
EI
819
Ellevest Inc
New York
$980K -$1.16M -5,994 -54%
FIA
820
Foundations Investment Advisors
Arizona
$979K -$7.96K -41 -0.8%
MWM
821
Meridian Wealth Management
Kentucky
$979K +$1.94K +10 +0.2%
CAG
822
Csenge Advisory Group
Florida
$977K -$48.1K -255 -5%
PG
823
Patten Group
Tennessee
$976K +$5.44K +28 +0.6%
BAM
824
Belpointe Asset Management
Nevada
$970K +$89.5K +461 +10%
SP
825
Symmetry Partners
Connecticut
$970K +$1.94K +10 +0.2%
31 32
33
34 35