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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 %
SHGA
1051
Sand Hill Global Advisors
California
$547K +$14.2K +73 +3%
MCP
1052
Mirador Capital Partners
California
$541K +$2.53K +13 +0.5%
ZF
1053
Zhang Financial
Michigan
$539K -$7.19K -37 -1%
PP
1054
PrairieView Partners
Minnesota
$535K – – –
BCM
1055
Buckhead Capital Management
Georgia
$534K -$48.6K -250 -8%
CFA
1056
Cahill Financial Advisors
Minnesota
$532K +$388 +2 +0.1%
NRI
1057
NFP Retirement Inc
California
$531K +$82K +422 +18%
IFWM
1058
Institute for Wealth Management
Colorado
$531K -$49.5K -255 -9%
TCBWMS
1059
Texas Capital Bank Wealth Management Services
Texas
$530K -$777 -4 -0.1%
AA
1060
Aire Advisors
California
$529K +$388 +2 +0.1%
AWM
1061
Atticus Wealth Management
Florida
$528K -$9.71K -50 -2%
GWA
1062
Genesis Wealth Advisors
Massachusetts
$527K – – –
PW
1063
PUREfi Wealth
Massachusetts
$525K – – –
RCA
1064
Runnymede Capital Advisors
Ohio
$524K – – –
FRA
1065
Front Row Advisors
California
$523K +$19.4K +100 +4%
AT
1066
Arlington Trust
Alabama
$522K – – –
ESB
1067
Essex Savings Bank
Connecticut
$522K -$7.58K -39 -1%
RA
1068
RFG Advisory
Alabama
$522K -$282K -1,451 -35%
HC
1069
Hamilton Capital
Ohio
$519K -$215K -1,109 -29%
EW
1070
Elyxium Wealth
California
$518K – – –
TAM
1071
Townsend Asset Management
North Carolina
$515K +$1.36K +7 +0.3%
WCM
1072
WealthBridge Capital Management
Ohio
$514K +$41.6K +214 +9%
CPBTD
1073
Central Pacific Bank - Trust Division
Hawaii
$513K -$346K -1,781 -40%
SHFA
1074
SC&H Financial Advisors
Maryland
$512K +$971 +5 +0.2%
TWM
1075
TCFG Wealth Management
California
$512K +$254K +1,307 +98%
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