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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,697 hedge funds and large institutions have $49.8B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 568 increasing their positions, 571 reducing their positions, and 85 closing their positions.

Holders
1,697
Holders Change
+8
Holders Change %
+0.47%
% of All Funds
22.79%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.37%
New
135
Increased
568
Reduced
571
Closed
85
Calls
$119M
Puts
$1.06B
Net Calls
-$944M
Net Calls Change
+$48.1M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$1.02B
2
Wells Fargo
2
Wells Fargo
California
$969M
3
IAA
3
Independence Asset Advisors
Pennsylvania
$59.5M
4
MAM
4
Marquette Asset Management
Minnesota
$66M
5
LPL Financial
5
LPL Financial
California
$809M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.93B
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
BlackRock
3
BlackRock
New York
$113M
4
JWM
4
JP Wealth Management
South Carolina
$1.01M
5
JHU
5
Johns Hopkins University
Maryland
$6.47M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
101
First Horizon Advisors
Tennessee
$37.5M 192,871 -4,261 -2%
Lido Advisors
102
Lido Advisors
California
$37M 190,246 +47,699 +33%
RFC
103
Regions Financial Corp
Alabama
$36M 185,405 -4,948 -3%
MA
104
MJP Associates
Connecticut
$35.3M 181,897 +181,897 New
AO
105
Advisor OS
Illinois
$35.3M 181,690 +179,650 +8,806%
HWM
106
HB Wealth Management
Georgia
$35.3M 181,584 +6,145 +4%
SCB
107
Saudi Central Bank
Saudi Arabia
$34.6M 178,016 +178,016 New
EIC
108
Equity Investment Corp
Georgia
$32.3M 166,126 +37,180 +29%
KPWS
109
Kestra Private Wealth Services
Texas
$32.1M 165,245 +85,894 +108%
LFWA
110
LBJ Family Wealth Advisors
Texas
$32M 164,865 +265 +0.2%
CIAS
111
CFS Investment Advisory Services
New Jersey
$30.2M 155,290 +967 +0.6%
Massachusetts Financial Services
112
Massachusetts Financial Services
Massachusetts
$29.3M 150,626 -113,181 -43%
KAS
113
Kestra Advisory Services
Texas
$29.2M 150,301 -20,135 -12%
WANY
114
Wealthspire Advisors (New York)
New York
$28.9M 148,808 -70,118 -32%
WC
115
Waterloo Capital
Texas
$28.7M 147,756 +4,111 +3%
KeyBank National Association
116
KeyBank National Association
Ohio
$28.5M 146,580 -7,234 -5%
CA
117
Clearstead Advisors
Ohio
$28.4M 146,270 -466 -0.3%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$28M 144,397 +7,362 +5%
PSP
119
Pacific Sage Partners
Washington
$28M 144,126 +2,813 +2%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$27.9M 143,577 +1,798 +1%
JE
121
JMAC Enterprises
Pennsylvania
$27.7M 142,677 +4,634 +3%
RWB
122
RMR Wealth Builders
New Jersey
$26.8M 137,894 +1,543 +1%
GS
123
GTS Securities
New York
$26.5M 136,583 +129,040 +1,711%
RIM
124
Ryan Investment Management
Colorado
$26.5M 136,562 +136,562 New
SC
125
Savant Capital
Illinois
$26.3M 135,455 -637 -0.5%
3 4
5
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