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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 %
FGG
951
Financial Guidance Group
Florida
$666K – – –
P
952
Pitcairn
Pennsylvania
$666K – – –
BCM
953
Bourgeon Capital Management
Connecticut
$664K – – –
WW
954
Waterfront Wealth
Kansas
$663K – – –
HS
955
Horan Securities
United States
$662K -$376 -2 -0.1%
WF
956
Warner Financial
Maryland
$662K +$2.45K +13 +0.4%
SEIA
957
Signature Estate & Investment Advisors
California
$661K +$122K +646 +23%
BWM
958
BKM Wealth Management
Wisconsin
$660K +$38.8K +206 +6%
BA
959
Bristlecone Advisors
Washington
$657K -$62.8K -334 -9%
MIAS
960
Mason Investment Advisory Services
Virginia
$655K +$2.82K +15 +0.4%
BF
961
Baring Financial
Washington
$653K -$9.78K -52 -1%
MSAM
962
Moloney Securities Asset Management
Missouri
$652K +$16.4K +87 +3%
ACM
963
Andina Capital Management
Utah
$650K -$210K -1,117 -24%
WP
964
Westmount Partners
California
$648K -$40.8K -217 -6%
AA
965
Auxano Advisors
Washington
$648K – – –
CPIA
966
Cornell Pochily Investment Advisors
New York
$642K – – –
JIP
967
Jaffetilchin Investment Partners
Florida
$642K +$118K +625 +22%
CFP
968
Cascade Financial Partners
California
$639K +$103K +549 +19%
RIM
969
Rockbridge Investment Management
New York
$635K – – –
TYCC
970
Texas Yale Capital Corp
Florida
$634K – – –
MIM
971
Miller Investment Management
Pennsylvania
$634K – – –
BTD
972
BankPlus Trust Department
Mississippi
$633K – – –
PCG
973
Prosperity Consulting Group
Maryland
$633K -$2.77M -14,696 -81%
BA
974
Ballew Advisors
Mississippi
$633K – – –
Empower Advisory Group
975
Empower Advisory Group
Colorado
$630K -$139K -739 -18%
37 38
39
40 41