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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 %
NFA
1026
Northwest Financial Advisors
Virginia
$578K +$66K +340 +13%
AWP
1027
Axis Wealth Partners
Rhode Island
$577K -$21K -108 -4%
FTC
1028
Farmers Trust Company
Ohio
$577K – – –
CNC
1029
Citizens & Northern Corp
Pennsylvania
$576K – – –
OWP
1030
Obermeyer Wealth Partners
Colorado
$576K – – –
LA
1031
LM Advisors
California
$571K -$58.2K -300 -9%
BLC
1032
Brown, Lisle/Cummings
Rhode Island
$570K +$131K +673 +30%
EWA
1033
EverSource Wealth Advisors
Alabama
$570K -$2.35M -12,083 -80%
LWL
1034
Leo Wealth LLC
Texas
$569K -$21.9K -113 -4%
AFG
1035
Atomi Financial Group
New York
$567K -$337K -1,735 -37%
CIM
1036
Confluence Investment Management
Missouri
$564K -$243K -1,252 -30%
BCP
1037
Berkeley Capital Partners
Georgia
$564K +$3.11K +16 +0.6%
JAA
1038
Joel Adams & Associates
North Carolina
$563K +$272K +1,399 +93%
QPWM
1039
Quadrant Private Wealth Management
Pennsylvania
$563K -$26.4K -136 -4%
GF
1040
GGM Financials
Ohio
$561K +$561K +2,886 New
ST
1041
Spinnaker Trust
Maine
$559K – – –
OPW
1042
Oxler Private Wealth
New York
$559K -$23.7K -122 -4%
MWA
1043
Meridian Wealth Advisors
Texas
$559K -$3.89K -20 -0.7%
BA
1044
Bristlecone Advisors
Washington
$556K -$122K -628 -18%
NCM
1045
NCM Capital Management
New Jersey
$556K -$19.4K -100 -3%
DJSG
1046
D.J. St. Germain
Massachusetts
$554K +$213K +1,095 +62%
WP
1047
WealthPLAN Partners
Nebraska
$552K – – –
PW
1048
Pandora Wealth
Illinois
$550K – – –
ABWM
1049
Alpine Bank Wealth Management
Colorado
$548K +$9.71K +50 +2%
PL
1050
Plancorp LLC
Missouri
$547K -$4.86K -25 -0.9%
40 41
42
43 44