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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 %
CTWM
1551
Cherry Tree Wealth Management
Minnesota
$91.7K -$5.05K -26 -5%
BWM
1552
Bernard Wealth Management
Michigan
$90.7K -$3.89K -20 -4%
TF
1553
Tompkins Financial
New York
$89.7K – – –
IRC
1554
Investors Research Corp
Georgia
$89K – – –
TCM
1555
TD Capital Management
Tennessee
$88.2K – – –
FMB
1556
Field & Main Bank
Kentucky
$77.7K -$1.36K -7 -2%
NC
1557
North Capital
Utah
$76.9K – – –
CFFP
1558
Center for Financial Planning
Michigan
$75.8K – – –
ST
1559
Smithfield Trust
Pennsylvania
$75K – – –
IA
1560
IFS Advisors
Kansas
$74.4K – – –
TCM
1561
TruNorth Capital Management
Michigan
$73.2K – – –
SA
1562
SRH Advisors
Kansas
$71.9K – – –
APW
1563
Atlantic Private Wealth
North Carolina
$70.7K +$12.2K +63 +21%
TWM
1564
Topsail Wealth Management
North Carolina
$67.8K – – –
SN
1565
Sittner & Nelson
Oregon
$67.2K – – –
WIM
1566
Westside Investment Management
California
$66.8K – – –
FCAS
1567
First Command Advisory Services
Texas
$62.5K – – –
HFS
1568
Hantz Financial Services
Michigan
$60K +$27.9K +143 +87%
CB
1569
CNB Bank
Pennsylvania
$59.2K – – –
WPA
1570
Wealth Preservation Advisors
Tennessee
$59K – – –
MHR
1571
Matthew Hamilton Rosenberg
$59K – – –
SL
1572
Salomon & Ludwin
Virginia
$58.3K – – –
FFWM
1573
Future Financial Wealth Management
Ohio
$58.3K – – –
LAM
1574
LOM Asset Management
$58K +$58K +300 New
PSB
1575
Piscataqua Savings Bank
New Hampshire
$56.3K – – –
61 62
63
64 65