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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,690 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, 518 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,690
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.96%
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
518
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
+$208M
3
UBS Group
UBS Group
Switzerland
+$155M
4
Goldman Sachs
Goldman Sachs
New York
+$68.4M
5
American Century Companies
American Century Companies
Missouri
+$67.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$657M
2
Wells Fargo
Wells Fargo
California
-$314M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$271M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$251M
5
APF
Alaska Permanent Fund
Alaska
-$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
801
Core Wealth Advisors
Florida
$1M +$188 +1 +0%
CFGA
802
Cambridge Financial Group (Arizona)
Arizona
$1M +$564 +3 +0.1%
SFPG
803
Stonebridge Financial Planning Group
Florida
$999K +$753 +4 +0.1%
JSL
804
JT Stratford LLC
Georgia
$988K +$680K +3,612 +220%
YP
805
YANKCOM Partnership
South Dakota
$988K – – –
NPF
806
Norris Perne & French
Michigan
$984K -$2.82K -15 -0.3%
HC
807
Hoese & Co
Minnesota
$983K – – –
FFC
808
First Financial Corp
Indiana
$979K -$11.3K -60 -1%
DWM
809
Dakota Wealth Management
Florida
$977K -$1.26M -6,681 -56%
FFA
810
First Foundation Advisors
California
$977K -$103K -546 -10%
LA
811
Legacy Advisors
Pennsylvania
$972K +$188K +1,000 +24%
HP
812
Holistic Planning
Texas
$971K – – –
IAG
813
Investmark Advisory Group
Connecticut
$970K +$1.32K +7 +0.1%
AAP
814
Arax Advisory Partners
Colorado
$969K +$3.58K +19 +0.4%
BWP
815
BSW Wealth Partners
Colorado
$969K +$149K +790 +18%
PMFA
816
Plante Moran Financial Advisors
Michigan
$968K +$14.9K +79 +2%
EWM
817
Empirical Wealth Management
Washington
$963K -$34.1K -181 -3%
BFA
818
Brown Financial Advisory
Alabama
$963K – – –
CTC
819
Central Trust Company
Missouri
$959K -$474K -2,518 -33%
CAG
820
Csenge Advisory Group
Florida
$958K -$10.8K -61 -1%
ECM
821
Evergreen Capital Management
Washington
$957K +$179K +950 +23%
DC
822
Davenport & Co
Virginia
$956K +$366K +1,946 +62%
FIA
823
Foundations Investment Advisors
Arizona
$956K +$191K +1,014 +25%
BF
824
Bonfire Financial
Colorado
$953K +$3.95K +21 +0.4%
HWM
825
Hemington Wealth Management
Virginia
$953K -$15.6K -83 -2%
31 32
33
34 35