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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 %
FHA
876
Flagship Harbor Advisors
Massachusetts
$843K +$13K +67 +2%
MA
877
Mezzasalma Advisors
New Jersey
$842K – – –
PAM
878
Palisade Asset Management
Minnesota
$839K – – –
NF
879
Nvest Financial
New Hampshire
$838K +$1.55K +8 +0.2%
HFS
880
Hoge Financial Services
Pennsylvania
$837K -$35.3K -182 -4%
MPW
881
Magnolia Private Wealth
Pennsylvania
$837K -$47.8K -246 -5%
CGPCS
882
Capital Group Private Client Services
California
$828K -$5.05K -26 -0.6%
IWP
883
Invenio Wealth Partners
Florida
$824K – – –
BC
884
Barnett & Company
Tennessee
$824K -$5.63K -29 -0.7%
FAIM
885
Financial Advocates Investment Management
Washington
$822K -$121K -749 -13%
EA
886
Evergreen Advisors
Tennessee
$821K +$28.4K +146 +4%
AFG
887
ABLE Financial Group
Arizona
$816K -$134K -690 -14%
JIR
888
James Investment Research
Ohio
$815K -$113K -581 -12%
PCMC
889
Paragon Capital Management (Colorado)
Colorado
$814K +$971 +5 +0.1%
CFO
890
CVA Family Office
Colorado
$812K – – –
WPC
891
Wedmont Private Capital
Pennsylvania
$808K +$6.87K +35 +0.9%
PIFP
892
Partners in Financial Planning
Virginia
$806K +$194 +1 +0%
GRA
893
Golden Road Advisors
Florida
$804K +$10.5K +54 +1%
LTL
894
Lowery Thomas LLC
California
$794K +$3.5K +18 +0.4%
WIC
895
Woodmont Investment Counsel
Tennessee
$794K -$6.99K -36 -0.9%
AIS
896
American Investment Services
Massachusetts
$792K – – –
RA
897
Rodgers & Associates
Pennsylvania
$791K +$47K +242 +6%
E3F
898
Eight 31 Financial
Texas
$789K – – –
KLI
899
Kelman-Lazarov Inc
Tennessee
$786K +$194 +1 +0%
AFA
900
Alpha Financial Advisors
North Carolina
$786K +$5.05K +26 +0.6%
34 35
36
37 38