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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 %
FLP
1176
Financial Life Planners
Arizona
$402K +$1.75K +9 +0.4%
HFA
1177
High Falls Advisors
New York
$401K +$104K +537 +35%
PFT
1178
Providence First Trust
Arizona
$400K +$62.7K +323 +19%
RDWM
1179
Red Door Wealth Management
Tennessee
$399K -$54.6K -281 -12%
TSWM
1180
Triangle Securities Wealth Management
North Carolina
$394K – – –
TW
1181
TritonPoint Wealth
Maryland
$393K -$51.1K -263 -11%
CPA
1182
Cathy Pareto & Associates
Florida
$393K +$40.6K +209 +12%
ETC
1183
Exchange Traded Concepts
Oklahoma
$391K +$391K +2,015 New
MFA
1184
McClarren Financial Advisors
Pennsylvania
$391K +$3.5K +18 +0.9%
MC
1185
Matisse Capital
Oregon
$390K +$194 +1 +0%
BWP
1186
Burling Wealth Partners
Illinois
$389K -$49.5K -255 -11%
GTAM
1187
Global Trust Asset Management
Florida
$387K -$28.2K -145 -7%
LA
1188
LVW Advisors
New York
$387K +$76.3K +393 +25%
PCH
1189
PGIM Custom Harvest
New Jersey
$383K -$63.3K -326 -14%
HPIA
1190
Hamilton Point Investment Advisors
North Carolina
$383K +$1.55K +8 +0.4%
SRL
1191
Scientech Research LLC
New Jersey
$383K +$383K +1,973 New
BPWM
1192
BCS Private Wealth Management
New Jersey
$383K +$383K +1,972 New
GPW
1193
Gray Private Wealth
Massachusetts
$383K – – –
FA
1194
Fiduciary Alliance
South Carolina
$382K -$262K -1,349 -41%
HBW
1195
Hazlett, Burt & Watson
West Virginia
$381K -$40.5K -209 -10%
CAM
1196
Cozad Asset Management
Illinois
$381K – – –
CCA
1197
Cobblestone Capital Advisors
New York
$380K – – –
MWM
1198
Mascagni Wealth Management
Mississippi
$380K – – –
MCA
1199
MSH Capital Advisors
Arizona
$378K +$1.55K +8 +0.4%
CAM
1200
Campion Asset Management
Virginia
$377K – – –
46 47
48
49 50