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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,690 hedge funds and large institutions have $50.4B invested in iShares Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 518 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,690
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.96%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.41%
New
119
Increased
518
Reduced
641
Closed
110
Calls
$114M
Puts
$1.11B
Net Calls
-$992M
Net Calls Change
-$1.03B

Top Buyers

1
PLFA
Pacific Life Fund Advisors
California
+$233M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$208M
3
UBS Group
UBS Group
Switzerland
+$155M
4
Goldman Sachs
Goldman Sachs
New York
+$68.4M
5
American Century Companies
American Century Companies
Missouri
+$67.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$657M
2
Wells Fargo
Wells Fargo
California
-$314M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$271M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$251M
5
APF
Alaska Permanent Fund
Alaska
-$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
1126
McClarren Financial Advisors
Pennsylvania
$426K +$426K +1,995 New
CAMG
1127
CWA Asset Management Group
Florida
$426K -$219K -1,162 -34%
BLC
1128
Brown, Lisle/Cummings
Rhode Island
$426K – – –
BWP
1129
Burling Wealth Partners
Illinois
$424K +$194K +1,030 +84%
WRPWM
1130
Werba Rubin Papier Wealth Management
California
$422K +$193K +1,025 +84%
MSA
1131
Marino Stram & Associates
Massachusetts
$420K +$376 +2 +0.1%
DDPIC
1132
Deroy & Devereaux Private Investment Counsel
Michigan
$419K – – –
WWP
1133
Wise Wealth Partners
Arizona
$418K +$71.1K +378 +20%
HCM
1134
Hollencrest Capital Management
California
$418K – – –
CCFM
1135
Clear Creek Financial Management
Washington
$417K -$1.88K -10 -0.4%
PTP
1136
Platform Technology Partners
New York
$416K +$376 +2 +0.1%
CF
1137
Clarity Financial
Texas
$416K – – –
FCAM
1138
First Citizens Asset Management
North Carolina
$415K -$1.88K -10 -0.5%
FCA
1139
Fortis Capital Advisors
Kansas
$415K +$415K +2,204 New
TIM
1140
Tortoise Investment Management
New York
$413K – – –
RWM
1141
Rockwood Wealth Management
Pennsylvania
$412K – – –
OIM
1142
Oder Investment Management
California
$412K +$14.9K +79 +4%
BCG
1143
Bravias Capital Group
New Jersey
$412K -$19.6K -104 -5%
EPW
1144
Endeavor Private Wealth
Kansas
$411K +$183K +973 +80%
HBW
1145
Hazlett, Burt & Watson
West Virginia
$410K -$233K -1,236 -36%
KIM
1146
Kestra Investment Management
Texas
$410K +$405K +2,151 +7,967%
G
1147
GenTrust
Florida
$409K +$409K +2,175 New
HBWM
1148
Hollow Brook Wealth Management
New York
$408K – – –
CA
1149
Centerpoint Advisors
Massachusetts
$408K – – –
OLA
1150
Oliver Luxxe Assets
New Jersey
$407K -$567K -3,012 -58%
44 45
46
47 48