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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 %
AFA
1326
Arlington Financial Advisors
California
$279K -$366K -1,886 -57%
KAM
1327
KEB Asset Management
Illinois
$278K – – –
KWM
1328
Keebeck Wealth Management
Illinois
$278K +$20.8K +107 +8%
LWM
1329
Lakeridge Wealth Management
Ohio
$277K -$268K -1,380 -49%
WPW
1330
Watershed Private Wealth
Illinois
$277K +$277K +1,426 New
LIG
1331
Lokken Investment Group
Delaware
$277K +$21.6K +111 +8%
VWM
1332
Verus Wealth Management
Wisconsin
$277K – – –
EWM
1333
Echo Wealth Management
Minnesota
$276K -$971 -5 -0.4%
SCM
1334
Sollinda Capital Management
Florida
$276K – – –
RGC
1335
Roberts, Glore & Co
Illinois
$275K – – –
MWM
1336
Moran Wealth Management
Florida
$275K +$275K +1,417 New
GBWM
1337
Granite Bay Wealth Management
New Hampshire
$275K – – –
WA
1338
WealthTrust Axiom
Pennsylvania
$275K – – –
WMWM
1339
Wilkins Miller Wealth Management
Alabama
$274K – – –
MF
1340
Montis Financial
Massachusetts
$274K +$30.7K +158 +13%
EFP
1341
EnRich Financial Partners
Wisconsin
$273K – – –
GAM
1342
Gemmer Asset Management
California
$273K +$273K +1,406 New
GWM
1343
Gibbs Wealth Management
Georgia
$272K +$272K +1,402 New
FWM
1344
FFT Wealth Management
Pennsylvania
$272K – – –
CFP
1345
Catalyst Financial Partners
Massachusetts
$272K +$50.1K +258 +23%
MBTD
1346
Mechanics Bank - Trust Department
California
$272K – – –
NWAG
1347
Net Worth Advisory Group
Utah
$270K +$270K +1,389 New
SFC
1348
Strategic Financial Concepts
Texas
$270K -$209K -1,077 -44%
Koshinski Asset Management
1349
Koshinski Asset Management
Illinois
$269K – – –
NQWM
1350
Northwest Quadrant Wealth Management
Oregon
$269K +$1.17K +6 +0.4%
52 53
54
55 56