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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,689 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, 517 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,689
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.95%
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
517
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
$299M
3
UBS Group
UBS Group
Switzerland
$1.5B
4
Goldman Sachs
Goldman Sachs
New York
$2.94B
5
American Century Companies
American Century Companies
Missouri
$176M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.51B
2
Wells Fargo
Wells Fargo
California
$869M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$472M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23B
5
APF
Alaska Permanent Fund
Alaska
$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFM
101
Comprehensive Financial Management
California
$39.6M – – –
NFG
102
Nadler Financial Group
Illinois
$39.3M -$804K -4,273 -2%
MWM
103
Mission Wealth Management
California
$39M +$4.02M +21,377 +12%
FAM
104
Flaharty Asset Management
Florida
$38.9M -$3.3M -17,536 -8%
FHA
105
First Horizon Advisors
Tennessee
$37.1M -$445K -2,364 -1%
WA
106
Waverly Advisors
Alabama
$36.4M +$10.7M +56,983 +42%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$35.9M +$1.83M +9,709 +5%
RFC
108
Regions Financial Corp
Alabama
$35.8M -$1.05M -5,605 -3%
SQA
109
Simon Quick Advisors
New Jersey
$35.7M -$44.4K -236 -0.1%
Boston Partners
110
Boston Partners
Massachusetts
$34.5M -$14.5M -77,995 -30%
PFS
111
Prospera Financial Services
Texas
$33.6M +$28.5M +151,538 +558%
BWCS
112
Beirne Wealth Consulting Services
Connecticut
$33.3M +$154K +817 +0.5%
HWM
113
HB Wealth Management
Georgia
$33M +$1.91M +10,159 +6%
PFP
114
Pinnacle Financial Partners
Tennessee
$32.2M -$1.34M -7,118 -4%
KAS
115
Kestra Advisory Services
Texas
$32.1M -$8.44M -44,862 -21%
LFWA
116
LBJ Family Wealth Advisors
Texas
$31M -$737K -3,916 -2%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$29.8M +$902K +5,410 +3%
CIAS
118
CFS Investment Advisory Services
New Jersey
$29M +$2.28M +12,143 +9%
KeyBank National Association
119
KeyBank National Association
Ohio
$28.9M +$700K +3,722 +2%
CWM
120
Cordatus Wealth Management
Pennsylvania
$28.8M +$28.8M +152,891 New
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
$28.6M -$10.9M -58,056 -28%
IC
122
IEQ Capital
California
$28.3M +$4.33M +22,991 +18%
CA
123
Clearstead Advisors
Ohio
$27.6M -$342K -1,817 -1%
TPWA
124
TRUE Private Wealth Advisors
Oregon
$27M -$3.29M -17,511 -11%
WC
125
Waterloo Capital
Texas
$27M +$2.92M +15,525 +12%
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