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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 %
AF
851
Advisornet Financial
Minnesota
$902K +$84.1K +433 +10%
WCWM
852
Willow Creek Wealth Management
California
$900K – – –
JBA
853
Johnson Bixby & Associates
Washington
$900K -$179K -922 -17%
DC
854
Davenport & Co
Virginia
$899K -$87.8K -452 -9%
BA
855
Bridgewater Advisors
New York
$898K +$18.4K +93 +2%
MSFS
856
Main Street Financial Solutions
Pennsylvania
$893K +$323K +1,662 +57%
GPA
857
Guidance Point Advisors
Massachusetts
$891K +$3.88K +20 +0.4%
FBT
858
First Bank & Trust
South Dakota
$890K -$2.33K -12 -0.3%
VC
859
Veracity Capital
Georgia
$886K -$17.3K -89 -2%
QCM
860
QRG Capital Management
Illinois
$885K -$79.4K -409 -8%
WWP
861
Wise Wealth Partners
Arizona
$881K +$449K +2,311 +104%
RIG
862
RiverFront Investment Group
Virginia
$878K +$108K +558 +14%
PMFA
863
Plante Moran Financial Advisors
Michigan
$876K -$124K -637 -12%
BFC
864
Bedel Financial Consulting
Indiana
$875K +$19.2K +99 +2%
WCFA
865
Walkner Condon Financial Advisors
Wisconsin
$873K +$12K +62 +1%
AWM
866
Accurate Wealth Management
Florida
$866K +$39.5K +200 +5%
PAS
867
PKS Advisory Services
New York
$860K +$43.7K +225 +5%
CA
868
Crumly & Associates
Illinois
$856K +$856K +4,409 New
MGIA
869
Matthew Goff Investment Advisor
Texas
$852K – – –
LWANC
870
Laurel Wealth Advisors (North Carolina)
North Carolina
$852K +$849K +164,882 +27,389%
RW
871
Regimen Wealth
Georgia
$852K -$21.6K -111 -2%
RB
872
Renasant Bank
Mississippi
$851K – – –
CB
873
Cadence Bank
Mississippi
$850K -$1.17K -6 -0.1%
MPWT
874
MassMutual Private Wealth & Trust
Connecticut
$845K +$20K +103 +2%
TAM
875
Titleist Asset Management
Texas
$844K +$63.3K +326 +8%
33 34
35
36 37