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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 %
AFP
1426
Alpha Financial Partners
Kentucky
$229K -$6.02K -31 -3%
SSW
1427
Stone Summit Wealth
Florida
$229K -$54.8K -282 -19%
FFS
1428
Founders Financial Securities
Maryland
$228K +$194 +1 +0.1%
JSL
1429
JT Stratford LLC
Georgia
$228K -$792K -4,077 -78%
MGWA
1430
Monument Group Wealth Advisors
Massachusetts
$228K – – –
TFO
1431
Tarbox Family Office
California
$228K +$228K +1,175 New
1WA
1432
180 Wealth Advisors
Washington
$228K -$33.4K -172 -13%
TFG
1433
Tull Financial Group
Virginia
$228K +$228K +1,174 New
PIMG
1434
Patriot Investment Management Group
Tennessee
$228K – – –
PMWMG
1435
Parr McKnight Wealth Management Group
Minnesota
$228K – – –
SG
1436
Sharper & Granite
California
$228K – – –
ICP
1437
Impact Capital Partners
Colorado
$227K – – –
CRI
1438
Commonwealth Retirement Investments
Virginia
$226K – – –
FWP
1439
Falcon Wealth Planning
California
$226K +$13.8K +71 +6%
FAC
1440
Financial Advisory Corporation
Michigan
$226K +$389 +2 +0.2%
EBT
1441
Enterprise Bank & Trust
Massachusetts
$226K – – –
LGA
1442
Lebenthal Global Advisors
New York
$226K +$226K +1,161 New
RS
1443
Retirement Solution
Washington
$225K +$225K +1,159 New
CST
1444
Charles Schwab Trust
Nevada
$224K -$121K -622 -35%
BSA
1445
Braun Stacey Associates
New York
$223K -$1.17K -6 -0.5%
PP
1446
Patten & Patten
Tennessee
$223K -$19.2K -99 -8%
NG
1447
Novem Group
New York
$222K +$6.22K +32 +3%
TCB
1448
Texas Capital Bancshares
Texas
$222K – – –
BCM
1449
Brookmont Capital Management
Texas
$222K – – –
BB
1450
Berkshire Bank
Massachusetts
$222K -$13.6K -70 -6%
56 57
58
59 60