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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 %
S
926
Sunpointe
Missouri
$738K – – –
EB
927
Emprise Bank
Kansas
$738K – – –
BIAS
928
Beacon Investment Advisory Services
New Jersey
$735K +$735K +3,782 New
FCB
929
First County Bank
Connecticut
$734K +$3.89K +20 +0.5%
BWM
930
BKM Wealth Management
Wisconsin
$733K +$51.9K +267 +8%
SWM
931
SeaCrest Wealth Management
New York
$731K -$194 -1 -0%
MFA
932
Mayflower Financial Advisors
Massachusetts
$730K -$22.3K -115 -3%
HAP
933
Harbor Asset Planning
Massachusetts
$727K +$727K +3,742 New
RVM
934
Robinson Value Management
Texas
$726K +$13.4K +69 +2%
MCA
935
Magnolia Capital Advisors
Mississippi
$725K – – –
RBC
936
Roble Belko & Company
Pennsylvania
$720K – – –
TAM
937
Tocqueville Asset Management
New York
$717K – – –
RIM
938
Rockbridge Investment Management
New York
$714K +$59K +304 +9%
RIA
939
Regal Investment Advisors
Michigan
$713K +$62.9K +324 +10%
LFS
940
Lutz Financial Services
Nebraska
$710K -$5.24K -27 -0.7%
EFMC
941
Empire Financial Management Company
New York
$709K -$20.6K -106 -3%
RWM
942
Rialto Wealth Management
New York
$709K – – –
AFC
943
AFT Forsyth & Company
Florida
$708K +$1.17K +6 +0.2%
BA
944
Ballew Advisors
Mississippi
$706K -$3.55K -18 -0.5%
ACS
945
Archford Capital Strategies
Illinois
$701K – – –
CCMG
946
Clark Capital Management Group
Pennsylvania
$701K +$373K +1,919 +114%
HA
947
Hanover Advisors
South Carolina
$700K – – –
VAG
948
VisionPoint Advisory Group
Texas
$695K +$695K +3,580 New
WF
949
Warner Financial
Maryland
$695K +$11.3K +58 +2%
AWM
950
AAF Wealth Management
Massachusetts
$694K +$139K +715 +25%
36 37
38
39 40