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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
22.86%
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 %
SEEDPG
1276
S.E.E.D. Planning Group
New York
$320K – – –
SW
1277
SteelPeak Wealth
California
$319K +$21.2K +109 +7%
JFA
1278
JNBA Financial Advisors
Minnesota
$316K -$10.3K -53 -3%
CIBC World Market
1279
CIBC World Market
Ontario, Canada
$315K -$15.3K -79 -5%
BEI
1280
Benjamin Edwards Inc
Missouri
$315K +$42.3K +218 +16%
LNWWM
1281
Laird Norton Wetherby Wealth Management
California
$315K +$315K +1,621 New
PWP
1282
Principle Wealth Partners
Connecticut
$315K – – –
KWA
1283
Kondo Wealth Advisors
California
$315K +$315K +1,605 New
CA
1284
CoreCap Advisors
Michigan
$311K +$13.6K +70 +5%
MPCG
1285
Matrix Private Capital Group
New York
$309K -$6.22K -32 -2%
First Trust Advisors
1286
First Trust Advisors
Illinois
$308K -$153K -786 -33%
PFA
1287
Pillar Financial Advisors
Kentucky
$308K – – –
BEAM
1288
Baker Ellis Asset Management
Washington
$308K – – –
CFS
1289
Coordinated Financial Services
Colorado
$308K +$99.1K +510 +47%
NWM
1290
Navigation Wealth Management
Colorado
$307K +$307K +1,581 New
FPB
1291
First PREMIER Bank
South Dakota
$306K – – –
IA
1292
IFG Advisors
Missouri
$305K -$59.4K -306 -16%
FWIA
1293
Fort Washington Investment Advisors
Ohio
$305K – – –
PWMG
1294
Pinnacle Wealth Management Group
Michigan
$305K -$10.1K -52 -3%
SPC
1295
Spirepoint Private Client
Florida
$303K – – –
MYIA
1296
Mount Yale Investment Advisors
Colorado
$303K +$194 +1 +0.1%
WG
1297
Watchman Group
Texas
$303K – – –
SCM
1298
Stonehearth Capital Management
Massachusetts
$302K – – –
BW
1299
BIP Wealth
Georgia
$301K -$177K -910 -37%
AFA
1300
Allium Financial Advisors
Oregon
$301K – – –
50 51
52
53 54