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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 %
HHGA
1526
Halbert Hargrove Global Advisors
California
$142K +$60.6K +312 +74%
USB
1527
Union Savings Bank
Connecticut
$138K – – –
3IP
1528
3Chopt Investment Partners
Virginia
$138K -$5.24K -27 -4%
TWC
1529
TD Waterhouse Canada
Ontario, Canada
$135K -$23.7K -121 -15%
HR
1530
Howe & Rusling
New York
$134K +$107K +552 +394%
WTFG
1531
Wood Tarver Financial Group
Idaho
$133K – – –
CSC
1532
Caldwell Sutter Capital
California
$131K – – –
SIP
1533
Sellwood Investment Partners
Oregon
$128K – – –
PCTC
1534
Perkins Coie Trust Company
Washington
$128K +$104K +534 +427%
CFD
1535
Creative Financial Designs
Indiana
$122K – – –
MG
1536
MilWealth Group
Wisconsin
$120K – – –
WWM
1537
Wolff Wiese Magana
California
$113K – – –
MDCM
1538
Morgan Dempsey Capital Management
Wisconsin
$113K -$1.94K -10 -2%
PCM
1539
Palouse Capital Management
Washington
$112K – – –
AT
1540
Avalon Trust
New Mexico
$108K – – –
WPA
1541
West Paces Advisors
Georgia
$103K – – –
SFC
1542
SYM Financial Corp
Indiana
$102K – – –
PWM
1543
Provident Wealth Management
Tennessee
$100K – – –
JHCP
1544
Jackson Hole Capital Partners
Oklahoma
$96.5K – – –
CWP
1545
Concord Wealth Partners
Virginia
$95.7K +$2.33K +12 +2%
UCB
1546
United Community Bank
South Carolina
$95.6K – – –
HFS
1547
Hopwood Financial Services
Virginia
$95K +$2.91K +15 +3%
AIA
1548
Arcadia Investment Advisors
Idaho
$93.8K – – –
ETS
1549
ESL Trust Services
New York
$93K – – –
CICI
1550
Capital Investment Counsel Inc
North Carolina
$92.3K – – –
60 61
62
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