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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 %
PIM
1401
Penobscot Investment Management
Massachusetts
$243K +$10.7K +55 +5%
AA
1402
Addison Advisors
Vermont
$243K – – –
ERIC
1403
Eagle Rock Investment Company
Georgia
$243K +$2.14K +11 +0.9%
WAG
1404
Windsor Advisory Group
Ohio
$240K – – –
AP
1405
Atwood & Palmer
Missouri
$240K – – –
PC
1406
Pecaut & Co
Iowa
$239K -$7K -36 -3%
CKAIS
1407
Christensen King & Associates Investment Services
Washington
$238K +$388 +2 +0.2%
PWM
1408
Pines Wealth Management
North Carolina
$238K – – –
BPFA
1409
Barnes Pettey Financial Advisors
Mississippi
$238K – – –
EPW
1410
Endeavor Private Wealth
Kansas
$237K -$188K -966 -44%
WRPWM
1411
Werba Rubin Papier Wealth Management
California
$237K -$199K -1,025 -46%
LBC
1412
Leigh Baldwin & Co
New York
$236K +$777 +4 +0.3%
GWM
1413
Greenhouse Wealth Management
Connecticut
$235K +$583 +3 +0.2%
HWMC
1414
Heritage Wealth Management (California)
California
$235K +$9.32K +48 +4%
CC
1415
Commons Capital
Massachusetts
$235K +$194 +1 +0.1%
FRA
1416
Frank Rimerman Advisors
California
$235K – – –
GIM
1417
Grassi Investment Management
California
$234K +$234K +1,204 New
TC
1418
Trilogy Capital
California
$233K -$54.2K -279 -19%
MTIC
1419
Missouri Trust & Investment Company
Missouri
$233K – – –
CA
1420
Crewe Advisors
Utah
$232K -$66.6K -343 -22%
UWM
1421
USAdvisors Wealth Management
Minnesota
$232K -$42.6K -219 -15%
TFO
1422
Timonier Family Office
North Carolina
$231K +$231K +1,189 New
TF
1423
Trek Financial
Arizona
$231K – – –
NAMM
1424
NorthStar Asset Management (Massachusetts)
Massachusetts
$230K -$5.05K -26 -2%
EGWAG
1425
Elwood & Goetz Wealth Advisory Group
Georgia
$230K – – –
55 56
57
58 59