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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, 572 increasing their positions, 572 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
572
Reduced
572
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 %
BF
1076
Brogan Financial
Tennessee
$510K +$2.14K +11 +0.4%
SFG
1077
Sovereign Financial Group
Connecticut
$509K -$21K -108 -4%
CWM
1078
Chicago Wealth Management
Illinois
$509K – – –
KA
1079
Klingman & Associates
New York
$509K – – –
TM
1080
TigerOak Management
New Mexico
$508K – – –
YIA
1081
YHB Investment Advisors
Connecticut
$507K +$12.2K +63 +2%
SLG
1082
Stanley-Laman Group
Pennsylvania
$504K +$777 +4 +0.2%
OA
1083
Operose Advisors
Wisconsin
$500K +$55.6K +286 +12%
BFO
1084
Biltmore Family Office
North Carolina
$500K +$11.8K +61 +2%
PCA
1085
Providence Capital Advisors
North Carolina
$499K +$499K +2,569 New
SIA
1086
Soltis Investment Advisors
Utah
$493K -$118K -610 -19%
OFS
1087
Orrstown Financial Services
Pennsylvania
$492K +$48K +247 +11%
CC
1088
Cypress Capital
Tennessee
$489K – – –
FMTC
1089
Farmers & Merchants Trust Company
California
$489K +$3.3K +17 +0.7%
EIA
1090
Edgemoor Investment Advisors
Maryland
$487K – – –
BL
1091
Balentine LLC
Georgia
$485K +$220K +1,135 +83%
WCP
1092
Wealthcare Capital Partners
Pennsylvania
$485K +$194 +1 +0%
TWA
1093
Talisman Wealth Advisors
New Jersey
$485K -$48.4K -249 -9%
IA
1094
Insight Advisors
Pennsylvania
$484K +$971 +5 +0.2%
OBWG
1095
Onyx Bridge Wealth Group
New York
$483K -$5.63K -29 -1%
FC
1096
Forte Capital
New York
$481K – – –
EIP
1097
Ellis Investment Partners
Pennsylvania
$481K -$16.1K -83 -3%
GGS
1098
Galvin Gaustad & Stein
Arizona
$476K – – –
Members Trust
1099
Members Trust
Florida
$471K +$80.2K +413 +21%
GCM
1100
Gallacher Capital Management
Colorado
$469K – – –
42 43
44
45 46