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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,703 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, 569 increasing their positions, 573 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,703
Holders Change
+14
Holders Change %
+0.83%
% of All Funds
22.84%
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
569
Reduced
573
Closed
87
Calls
$138M
Puts
$1.07B
Net Calls
-$928M
Net Calls Change
+$64.5M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$1.02B
2
Wells Fargo
2
Wells Fargo
California
$969M
3
IAA
3
Independence Asset Advisors
Pennsylvania
$59.5M
4
MAM
4
Marquette Asset Management
Minnesota
$66M
5
LPL Financial
5
LPL Financial
California
$809M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.93B
2
APF
2
Alaska Permanent Fund
Alaska
$0
3
BlackRock
3
BlackRock
New York
$113M
4
JWM
4
JP Wealth Management
South Carolina
$1.01M
5
JHU
5
Johns Hopkins University
Maryland
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
126
Ryan Investment Management
Colorado
$26.5M +$26.5M +136,562 New
SC
127
Savant Capital
Illinois
$26.3M -$124K -637 -0.5%
OS
128
Objectivity Squared
South Carolina
$26.2M +$10.6M +54,528 +68%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$26.1M +$2.25M +11,609 +9%
ANTB
130
AMG National Trust Bank
Colorado
$25.9M -$74.4K -383 -0.3%
PWM
131
Proathlete Wealth Management
Florida
$25.8M +$12.1M +62,412 +89%
AQR Capital Management
132
AQR Capital Management
Connecticut
$25.5M +$606K +3,121 +2%
RRAM
133
River Road Asset Management
Kentucky
$25.5M +$25.5M +130,509 New
MT
134
Midwest Trust
Kansas
$25.4M +$25.4M +130,861 New
CAL
135
Capital Advisors Ltd
Ohio
$24.6M -$361K -1,857 -1%
IC
136
IEQ Capital
California
$24.3M -$4.89M -25,196 -17%
TA
137
TruWealth Advisors
Louisiana
$24.1M +$904K +4,653 +4%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$23.6M -$5.93M -30,533 -20%
Neuberger Berman Group
139
Neuberger Berman Group
New York
$23.5M +$4.57M +23,529 +24%
EIG
140
Ellenbecker Investment Group
Wisconsin
$23M +$3.12M +16,054 +16%
AG
141
Ascent Group
Virginia
$22.9M -$1.8M -9,245 -7%
SIM
142
Stratos Investment Management
Ohio
$22.6M -$869K -4,476 -4%
CG
143
Corundum Group
Colorado
$22.6M +$177K +909 +0.8%
LA
144
LWM Advisors
California
$22.2M -$82K -422 -0.4%
PA
145
PFW Advisors
Georgia
$22.2M -$766K -3,944 -3%
BCM
146
BTC Capital Management
Iowa
$22.1M +$1.25M +6,448 +6%
TPCW
147
TD Private Client Wealth
New York
$21.9M +$692K +3,565 +3%
FB
148
Fulton Bank
Pennsylvania
$21.1M +$220K +1,131 +1%
NA
149
NewEdge Advisors
Louisiana
$21M -$2.41M -12,388 -10%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$20.9M -$305K -1,569 -1%
4 5
6
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