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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,697 hedge funds and large institutions have $49.8B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 568 increasing their positions, 571 reducing their positions, and 85 closing their positions.

Holders
1,697
Holders Change
+8
Holders Change %
+0.47%
% of All Funds
22.79%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.37%
New
135
Increased
568
Reduced
571
Closed
85
Calls
$119M
Puts
$1.06B
Net Calls
-$944M
Net Calls Change
+$48.1M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$1.02B
2
Wells Fargo
2
Wells Fargo
California
$969M
3
IAA
3
Independence Asset Advisors
Pennsylvania
$59.5M
4
MAM
4
Marquette Asset Management
Minnesota
$66M
5
LPL Financial
5
LPL Financial
California
$809M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.93B
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
BlackRock
3
BlackRock
New York
$113M
4
JWM
4
JP Wealth Management
South Carolina
$1.01M
5
JHU
5
Johns Hopkins University
Maryland
$6.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$60.8M 312,802 -7,410 -2%
IAA
77
Independence Asset Advisors
Pennsylvania
$59.5M 306,319 +306,319 New
FBFS
78
First Business Financial Services
Wisconsin
$57.4M 295,296 -738 -0.2%
CAM
79
Cresset Asset Management
Illinois
$56.3M 289,826 -465 -0.2%
SPIA
80
Steward Partners Investment Advisory
New York
$56.1M 288,893 -30,815 -10%
PWM
81
Paulson Wealth Management
Illinois
$54.6M 280,992 +8,925 +3%
CP
82
Covenant Partners
Tennessee
$54.6M 280,951 +7,178 +3%
FWM
83
FSA Wealth Management
Massachusetts
$51.7M 266,109 +5,076 +2%
CI
84
CX Institutional
Indiana
$50.9M 262,024 +36,838 +16%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$49.7M 256,132 -26,596 -9%
BPWM
86
Badgley Phelps Wealth Managers
Washington
$47.4M 244,111 -1,589 -0.6%
WRTC
87
Wind River Trust Company
Wyoming
$46.3M 238,301 -3,430 -1%
GL
88
Graypoint LLC
New York
$45.7M 235,430 +3,313 +1%
MWM
89
Mission Wealth Management
California
$45.7M 235,130 +27,919 +13%
William Blair & Company
90
William Blair & Company
Illinois
$45.3M 233,392 +13,249 +6%
Cerity Partners
91
Cerity Partners
New York
$42.2M 217,131 -4,815 -2%
RZH
92
Relyea Zuckerberg Hanson
Connecticut
$41.9M 215,741 -724 -0.3%
FAM
93
Flaharty Asset Management
Florida
$41.5M 213,412 +6,596 +3%
CFM
94
Comprehensive Financial Management
California
$40.8M 210,233 – –
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$40.7M 209,596 -59,103 -22%
MFIM
96
Mesirow Financial Investment Management
Illinois
$40M 205,744 +173,093 +530%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$38.9M 200,092 +9,443 +5%
NFG
98
Nadler Financial Group
Illinois
$38.6M 198,820 -9,982 -5%
WA
99
Waverly Advisors
Alabama
$38.3M 196,965 +3,468 +2%
SQA
100
Simon Quick Advisors
New Jersey
$38M 195,436 +5,608 +3%
2 3
4
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