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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 %
MA
1251
MCF Advisors
Kentucky
$337K -$54.2K -279 -14%
AWMG
1252
Alliance Wealth Management Group
New Jersey
$335K -$21.9K -113 -6%
UAG
1253
United Advisor Group
Ohio
$335K +$335K +1,723 New
RWM
1254
Riverbend Wealth Management
South Carolina
$334K +$194 +1 +0.1%
KWMG
1255
King Wealth Management Group
Florida
$334K – – –
IC
1256
Inscription Capital
Texas
$333K +$39.8K +205 +14%
OHWP
1257
Oak Harbor Wealth Partners
North Carolina
$333K – – –
SC
1258
Stephenson & Company
California
$332K -$3.11K -16 -0.9%
HWP
1259
Highline Wealth Partners
California
$331K +$1.17K +6 +0.4%
EC
1260
Elequin Capital
New York
$328K -$65.5K -337 -17%
BI
1261
Berkeley Inc
Idaho
$327K – – –
ERWM
1262
Elk River Wealth Management
Colorado
$326K -$9.13K -47 -3%
TH
1263
Team Hewins
California
$326K +$2.72K +14 +0.8%
SP
1264
Stablepoint Partners
Massachusetts
$325K +$1.36K +7 +0.4%
WTFG
1265
Wells Trecaso Financial Group
Ohio
$325K -$58.3K -300 -15%
FMTCOCP
1266
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$323K – – –
ACM
1267
Andina Capital Management
Utah
$323K -$348K -1,792 -52%
APC
1268
Aspire Private Capital
North Carolina
$322K – – –
MWS
1269
MFA Wealth Services
California
$322K +$1.36K +7 +0.4%
SFS
1270
Sharp Financial Services
Pennsylvania
$322K – – –
JJBC
1271
James J. Burns & Company
New York
$322K -$777 -4 -0.2%
BWM
1272
BCGM Wealth Management
Indiana
$321K +$5.83K +30 +2%
IWA
1273
IBEX Wealth Advisors
New Jersey
$321K +$321K +1,653 New
JGIA
1274
Jackson Grant Investment Advisers
Connecticut
$321K – – –
DWA
1275
Delap Wealth Advisory
Oregon
$321K +$4.27K +22 +1%
49 50
51
52 53