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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 %
LAM
1476
Lyrical Asset Management
New York
$209K +$209K +1,075 New
WFA
1477
West Financial Advisors
Iowa
$208K – – –
HC
1478
Hourglass Capital
Texas
$208K – – –
MF
1479
Manuka Financial
Virginia
$207K -$51.5K -265 -20%
TPWM
1480
Twelve Points Wealth Management
Massachusetts
$207K – – –
MFP
1481
Meridian Financial Partners
Virginia
$207K – – –
VDI
1482
Vaughan David Investments
Illinois
$206K – – –
TWM
1483
Tanglewood Wealth Management
Texas
$205K +$205K +1,057 New
LF
1484
Lighthouse Financial
Florida
$205K +$205K +1,056 New
CWM
1485
Copia Wealth Management
Oregon
$205K – – –
BIG
1486
Builder Investment Group
Georgia
$205K +$205K +1,055 New
TCM
1487
Tandem Capital Management
New Jersey
$205K +$205K +1,055 New
SDWMA
1488
Schneider Downs Wealth Management Advisors
Pennsylvania
$205K +$205K +1,054 New
AWM
1489
Arista Wealth Management
Nevada
$204K +$204K +1,050 New
MPIA
1490
Mountain Pacific Investment Advisers
Idaho
$204K +$204K +1,050 New
SA
1491
Seneschal Advisors
Washington
$204K -$4.86K -25 -2%
FF
1492
Francis Financial
$203K +$203K +1,048 New
LIA
1493
Luken Investment Analytics
Tennessee
$203K – – –
TPW
1494
Talon Private Wealth
Florida
$203K -$189K -972 -48%
SWP
1495
Strategic Wealth Partners
Ohio
$203K +$203K +1,046 New
RPSA
1496
Richard P. Slaughter Associates
Texas
$202K -$160K -823 -44%
FBB
1497
Fulton Breakefield Broenniman
Maryland
$202K +$202K +1,041 New
BWFA
1498
Baltimore-Washington Financial Advisors
Maryland
$202K +$202K +1,040 New
RCA
1499
Resonant Capital Advisors
Wisconsin
$202K +$202K +1,038 New
IWA
1500
Inspirion Wealth Advisors
Illinois
$201K +$201K +1,034 New
58 59
60
61 62