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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 %
AW
1626
Avion Wealth
Texas
$27K – – –
VCM
1627
Versant Capital Management
Arizona
$26.8K – – –
TH
1628
TCTC Holdings
Texas
$26.4K – – –
RMP
1629
Richards, Merrill & Peterson
Washington
$26.2K – – –
AIA
1630
Armor Investment Advisors
North Carolina
$26.2K – – –
VanEck Associates
1631
VanEck Associates
New York
$26K – – –
PFG
1632
Putney Financial Group
California
$25.3K – – –
MBFW
1633
Morton Brown Family Wealth
Pennsylvania
$24.7K – – –
MSFP
1634
Mark Sheptoff Financial Planning
Connecticut
$24.5K – – –
RWPA
1635
Richard W. Paul & Associates
Michigan
$24.5K +$777 +4 +3%
CMBA
1636
C.M. Bidwell & Associates
Hawaii
$24.1K – – –
BMM
1637
Berkshire Money Management
Massachusetts
$23.9K +$23.9K +123 New
SR
1638
Syntax Research
Florida
$23.7K – – –
TLCM
1639
Twin Lakes Capital Management
California
$23.1K – – –
SCA
1640
Stuart Chaussee & Associates
California
$22.7K – – –
CCM
1641
Chilton Capital Management
Texas
$21.9K -$20K -103 -48%
FFA
1642
Frazier Financial Advisors
Ohio
$21K -$19.2K -99 -48%
FAI
1643
Fiduciary Advisors Inc
Missouri
$21K – – –
TSMHT
1644
Thurston Springer Miller Herd & Titak
Indiana
$20.6K – – –
PIS
1645
POM Investment Strategies
North Carolina
$20.6K – – –
EWA
1646
EQ Wealth Advisors
Texas
$20K – – –
KG
1647
Kilter Group
New York
$20K +$20K +103 New
TC
1648
Truvestments Capital
Florida
$19.4K -$6.02K -31 -24%
GM
1649
GeoWealth Management
Illinois
$19.4K +$6.22K +32 +47%
CWIG
1650
Chung Wu Investment Group
Texas
$19.4K +$19.4K +100 New
64 65
66
67 68