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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 %
PWMG
1601
Prestige Wealth Management Group
New Jersey
$39K – – –
GWM
1602
Gitterman Wealth Management
New Jersey
$39K +$39K +201 New
CCMI
1603
Creative Capital Management Investments
California
$38.8K – – –
AWM
1604
Aberdeen Wealth Management
Illinois
$38.8K +$38.8K +200 New
CPG
1605
Cornerstone Planning Group
New Jersey
$37.6K -$11.7K -60 -24%
QT
1606
Quantbot Technologies
New York
$36.3K -$1.47M -7,560 -98%
VWA
1607
VSM Wealth Advisory
Maryland
$35.9K – – –
PFSC
1608
Peoples Financial Services Corp
Pennsylvania
$35.9K – – –
SIC
1609
SJS Investment Consulting
Ohio
$35.5K – – –
AIM
1610
Access Investment Management
Georgia
$35K +$35K +180 New
CAM
1611
Clarity Asset Management
Iowa
$35K +$35K +180 New
MAS
1612
MPWM Advisory Solutions
Georgia
$34.8K -$24.1K -124 -41%
SC
1613
Stephens Consulting
Michigan
$33.4K – – –
RWM
1614
RMG Wealth Management
Wisconsin
$33.3K +$33.3K +170 New
PWAM
1615
Private Wealth Asset Management
Iowa
$32.8K -$1.75K -9 -5%
MLA
1616
MB, Levis & Associates
Pennsylvania
$31.9K – – –
DAM
1617
Delta Asset Management
Tennessee
$31.1K – – –
BAM
1618
Bellevue Asset Management
Washington
$29.1K – – –
ATC
1619
Advantage Trust Company
Kansas
$28.9K +$28.9K +149 New
HIW
1620
Holos Integrated Wealth
Pennsylvania
$28.8K – – –
CTA
1621
Colonial Trust Advisors
South Carolina
$28.6K -$4.27K -22 -13%
DWS
1622
Dynamic Wealth Strategies
California
$28.2K – – –
PA
1623
Pineridge Advisors
Missouri
$27.9K +$194 +1 +0.7%
FWA
1624
Flagship Wealth Advisors
Massachusetts
$27.8K – – –
BIG
1625
Brooklyn Investment Group
New York
$27.8K +$2.53K +13 +10%
63 64
65
66 67