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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 %
RWM
1101
Rockwood Wealth Management
Pennsylvania
$468K +$42.7K +220 +10%
AAM
1102
Austin Asset Management
Texas
$466K -$30.1K -155 -6%
PWM
1103
PBMares Wealth Management
Virginia
$462K – – –
AIP
1104
Alexis Investment Partners
Texas
$459K -$255K -1,315 -36%
PWW
1105
Pettyjohn Wood & White
Virginia
$458K – – –
LPAM
1106
Lodestar Private Asset Management
California
$456K -$18.6K -96 -4%
RWMH
1107
Riverpoint Wealth Management Holdings
Illinois
$454K – – –
IAN
1108
Integrated Advisors Network
Texas
$454K -$827K -4,257 -65%
AIC
1109
Archer Investment Corporation
Indiana
$454K +$194 +1 +0%
SCM
1110
Sterling Capital Management
North Carolina
$454K +$366K +1,886 +419%
FC
1111
Fusion Capital
South Carolina
$454K -$46.6K -240 -9%
PCM
1112
Parsons Capital Management
Rhode Island
$452K – – –
MFS
1113
McNamara Financial Services
Massachusetts
$452K -$8.35K -43 -2%
AF
1114
Atala Financial
California
$451K – – –
HP
1115
HT Partners
Connecticut
$451K – – –
LWM
1116
LongView Wealth Management
Georgia
$450K +$129K +665 +40%
RFP
1117
Root Financial Partners
California
$449K -$270K -1,392 -38%
AA
1118
Aufman Associates
Pennsylvania
$449K +$449K +2,310 New
HFS
1119
Heritage Financial Services
Massachusetts
$448K -$54.2K -279 -11%
CWG
1120
Cornerstone Wealth Group
North Carolina
$448K +$31.3K +161 +8%
NRC
1121
New Republic Capital
North Carolina
$445K -$138K -713 -24%
EP
1122
Edgestream Partners
New Jersey
$443K +$109K +561 +33%
PTP
1123
Platform Technology Partners
New York
$441K +$10.9K +56 +3%
LSPW
1124
Lake Street Private Wealth
Illinois
$441K -$4.28K -22 -1%
PIA
1125
Petredis Investment Advisors
Pennsylvania
$441K – – –
43 44
45
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