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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 %
DA
1301
Doliver Advisors
Texas
$301K – – –
BHA
1302
Beech Hill Advisors
New York
$301K – – –
TWP
1303
Triad Wealth Partners
Kansas
$298K – – –
SAG
1304
SageView Advisory Group
California
$298K +$595 +3 +0.2%
TC
1305
Trust Company
Kansas
$297K -$194 -1 -0.1%
EL
1306
EWA LLC
Pennsylvania
$297K +$777 +4 +0.3%
LWMT
1307
Legacy Wealth Management (Tennessee)
Tennessee
$297K – – –
TCOT
1308
Trust Company of Toledo
Ohio
$296K +$296K +1,522 New
PWP
1309
Private Wealth Partners
California
$293K – – –
PF
1310
PlanWiser Financial
Colorado
$292K – – –
TIM
1311
Thompson Investment Management
Wisconsin
$291K – – –
BCM
1312
Boreal Capital Management
Florida
$291K +$291K +1,500 New
WBG
1313
Wharton Business Group
Pennsylvania
$291K +$10.7K +55 +4%
WA
1314
Wealth Architects
California
$291K – – –
VC
1315
Vestor Capital
Illinois
$289K +$273K +11,274 +1,711%
FPTW
1316
Franklin, Parlapiano, Turner & Welch
Texas
$288K – – –
EIP
1317
Easterly Investment Partners
Massachusetts
$288K – – –
RWP
1318
Ridgecrest Wealth Partners
California
$287K – – –
SWM
1319
Stockman Wealth Management
Montana
$286K -$2.91K -15 -1%
ACI
1320
Alpha Cubed Investments
California
$285K -$42.9K -221 -13%
NHC
1321
Nicholas Hoffman & Company
Georgia
$284K – – –
EC
1322
EdgeRock Capital
Colorado
$284K +$284K +1,460 New
XT
1323
XTX Topco
Cayman Islands
$283K +$283K +1,455 New
MLL
1324
Moody Lynn & Lieberson
Massachusetts
$281K – – –
PC
1325
Permanens Capital
New York
$280K +$280K +1,442 New
51 52
53
54 55