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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 %
PPA
1576
Painted Porch Advisors
California
$56.1K +$56.1K +289 New
LAMC
1577
Longview Asset Management (California)
California
$55.6K +$55.6K +286 New
RFS
1578
Richardson Financial Services
Massachusetts
$55.4K – – –
OSNBOA
1579
Old Second National Bank of Aurora
Illinois
$55.2K – – –
EWP
1580
Elevation Wealth Partners
California
$54.4K +$194 +1 +0.4%
AEPWM
1581
Atlantic Edge Private Wealth Management
Florida
$52.6K -$10.7K -55 -17%
OL
1582
one8zero8 LLC
North Carolina
$52.2K – – –
NSIM
1583
North Star Investment Management
Illinois
$52.2K – – –
PIP
1584
Peachtree Investment Partners
Florida
$51.6K +$194 +1 +0.4%
BMC
1585
Bear Mountain Capital
Washington
$50.7K -$112K -573 -69%
HWA
1586
HHM Wealth Advisors
Tennessee
$49.3K +$971 +5 +2%
MWM
1587
MGB Wealth Management
Texas
$49.2K -$21.6K -111 -30%
CWM
1588
Centricity Wealth Management
Ohio
$48.6K – – –
AWM
1589
Abound Wealth Management
Tennessee
$47.8K +$8.35K +43 +21%
FGC
1590
Financial Gravity Companies
Texas
$47.4K +$47.4K +244 New
T
1591
Tidemark
California
$47.4K – – –
FP
1592
Financial Perspectives
Minnesota
$46.9K +$30.1K +155 +178%
NECFA
1593
New England Capital Financial Advisors
Connecticut
$45.1K – – –
QWM
1594
Quaker Wealth Management
New Jersey
$44.5K +$44.5K +229 New
OWA
1595
Opal Wealth Advisors
New York
$43.3K +$43.3K +223 New
RCM
1596
Richardson Capital Management
Wisconsin
$43.3K – – –
VNA
1597
Valley National Advisers
Pennsylvania
$43K – – –
MIA
1598
Milestone Investment Advisors
Wisconsin
$42.3K – – –
JFG
1599
JDM Financial Group
Texas
$42.3K +$194 +1 +0.5%
Victory Capital Management
1600
Victory Capital Management
Texas
$41.8K +$41.8K +215 New
62 63
64
65 66