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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 %
OAM
901
Occidental Asset Management
California
$784K +$19.4K +100 +3%
FFWA
902
Forthright Family Wealth Advisory
Texas
$780K – – –
LBC
903
Lowe Brockenbrough & Co
Virginia
$779K +$38.8K +200 +5%
RSWM
904
Robertson Stephens Wealth Management
California
$779K +$39.6K +204 +5%
FUBT
905
First United Bank & Trust
Maryland
$777K -$29.1K -150 -4%
BAM
906
Bosun Asset Management
Illinois
$777K – – –
RF
907
Roxbury Financial
New Jersey
$777K +$46.6K +240 +6%
SA
908
Sovran Advisors
California
$773K +$211K +1,080 +38%
CCA
909
Cypress Capital Advisors
Tennessee
$773K – – –
CRC
910
Curi RMB Capital
Illinois
$772K +$772K +3,974 New
DPW
911
DiNuzzo Private Wealth
Pennsylvania
$769K – – –
CA
912
Continuum Advisory
Idaho
$764K – – –
TPI
913
Trust Point Inc
Wisconsin
$763K -$3.89K -20 -0.5%
MFF
914
Michels Family Financial
Texas
$761K +$777 +4 +0.1%
DCA
915
DSG Capital Advisors
Minnesota
$759K – – –
CFP
916
Curran Financial Partners
South Carolina
$756K +$289K +1,487 +62%
MAM
917
MWA Asset Management
Massachusetts
$754K -$16.9K -87 -2%
SCM
918
Schnieders Capital Management
California
$753K +$212K +1,089 +39%
BF
919
Baring Financial
Washington
$751K +$77.1K +397 +11%
BFWA
920
Benchmark Financial Wealth Advisors
Florida
$742K -$9.52K -49 -1%
WHCFA
921
William Howard & Co Financial Advisors
Tennessee
$741K +$3.3K +17 +0.4%
SG
922
Stanich Group
New York
$740K -$167K -847 -18%
SAM
923
Secure Asset Management
Michigan
$740K -$1.77M -9,118 -71%
COCM
924
Charter Oak Capital Management
New Hampshire
$740K – – –
PWMAG
925
Pinnacle Wealth Management Advisory Group
New Jersey
$739K -$33.8K -174 -4%
35 36
37
38 39