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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,690 hedge funds and large institutions have $50.4B invested in iShares Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 518 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,690
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.96%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.41%
New
119
Increased
518
Reduced
641
Closed
110
Calls
$114M
Puts
$1.11B
Net Calls
-$992M
Net Calls Change
-$1.03B

Top Buyers

1
PLFA
Pacific Life Fund Advisors
California
+$233M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$208M
3
UBS Group
UBS Group
Switzerland
+$155M
4
Goldman Sachs
Goldman Sachs
New York
+$68.4M
5
American Century Companies
American Century Companies
Missouri
+$67.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$657M
2
Wells Fargo
Wells Fargo
California
-$314M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$271M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$251M
5
APF
Alaska Permanent Fund
Alaska
-$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
1426
Roundview Capital
New Jersey
$223K – – –
PRS
1427
Pinkerton Retirement Specialists
Idaho
$223K +$223K +1,185 New
4WM
1428
44 Wealth Management
Oregon
$223K +$223K +1,185 New
EGWAG
1429
Elwood & Goetz Wealth Advisory Group
Georgia
$223K +$223K +1,183 New
WA
1430
WBH Advisory
Maryland
$221K -$564 -3 -0.3%
MGWA
1431
Monument Group Wealth Advisors
Massachusetts
$221K +$16.2K +86 +8%
PIMG
1432
Patriot Investment Management Group
Tennessee
$221K – – –
PMWMG
1433
Parr McKnight Wealth Management Group
Minnesota
$221K – – –
ICP
1434
Impact Capital Partners
Colorado
$220K -$222K -1,179 -50%
JTWM
1435
Jackson Thornton Wealth Management
Alabama
$220K +$220K +1,245 New
CRI
1436
Commonwealth Retirement Investments
Virginia
$219K – – –
EBT
1437
Enterprise Bank & Trust
Massachusetts
$219K – – –
HWMC
1438
Heritage Wealth Management (California)
California
$219K +$219K +1,164 New
RRCM
1439
Rappaport Reiches Capital Management
Illinois
$219K – – –
FAC
1440
Financial Advisory Corporation
Michigan
$219K +$376 +2 +0.2%
SG
1441
Sharper & Granite
California
$218K -$11.3K -60 -5%
BSA
1442
Braun Stacey Associates
New York
$217K -$11.1K -59 -5%
TCB
1443
Texas Capital Bancshares
Texas
$215K – – –
BCM
1444
Brookmont Capital Management
Texas
$215K – – –
CFP
1445
Catalyst Financial Partners
Massachusetts
$215K – – –
DWP
1446
Daymark Wealth Partners
Ohio
$215K +$376 +2 +0.2%
NFA
1447
Northern Financial Advisors
Michigan
$213K – – –
FWA
1448
FSM Wealth Advisors
Ohio
$213K -$19K -101 -8%
SWM
1449
SK Wealth Management
Rhode Island
$213K +$519 +3 +0.2%
JWBC
1450
J.W. Burns & Co
New York
$213K +$213K +1,130 New
56 57
58
59 60