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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,703 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, 569 increasing their positions, 573 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,703
Holders Change
+14
Holders Change %
+0.83%
% of All Funds
22.84%
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
569
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
$1.02B
2
Wells Fargo
Wells Fargo
California
$969M
3
IAA
Independence Asset Advisors
Pennsylvania
$59.5M
4
MAM
Marquette Asset Management
Minnesota
$66M
5
LPL Financial
LPL Financial
California
$809M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.93B
2
APF
Alaska Permanent Fund
Alaska
$0
3
BlackRock
BlackRock
New York
$113M
4
JWM
JP Wealth Management
South Carolina
$1.01M
5
JHU
Johns Hopkins University
Maryland
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
1676
Ridgewood Investments
New Jersey
$7.96K – – –
DFA
1677
DHJJ Financial Advisors
Illinois
$7.77K – – –
BL
1678
BFSG LLC
California
$7.58K -$4.27K -22 -36%
1L
1679
10Elms LLP
Oklahoma
$7.38K – – –
FCT
1680
First Community Trust
Iowa
$6.99K – – –
EWM
1681
Evolution Wealth Management
Florida
$6.99K +$6.99K +36 New
LWMI
1682
Legacy Wealth Management (Idaho)
Idaho
$6.8K -$12.2K -63 -64%
LIS
1683
Legacy Investment Solutions
Idaho
$6.8K +$6.8K +35 New
HI
1684
Hoey Investments
Pennsylvania
$6.22K – – –
GIP
1685
Granite Investment Partners
California
$5.63K – – –
T
1686
Transce3nd
Texas
$5.63K – – –
LB
1687
Legacy Bridge
Iowa
$4.86K – – –
HWM
1688
Horizons Wealth Management
North Carolina
$4.86K – – –
IHWM
1689
Iron Horse Wealth Management
Iowa
$4.47K – – –
HFM
1690
Harvest Fund Management
China
$4K -$68.6K -360 -94%
AWM
1691
AllSquare Wealth Management
New York
$3.89K – – –
TFA
1692
Toth Financial Advisory
Virginia
$3.89K – – –
NC
1693
NewSquare Capital
Pennsylvania
$3.89K +$3.89K +20 New
FG
1694
Fairman Group
Pennsylvania
$3.11K – – –
PCA
1695
PMV Capital Advisers
Texas
$3.11K +$3.11K +16 New
KHC
1696
Koesten Hirschmann & Crabtree
Kansas
$2.75K – – –
NEWAS
1697
N.E.W. Advisory Services
Wisconsin
$1.55K -$40.4K -208 -96%
MSG
1698
Main Street Group
Virginia
$1.55K – – –
AF
1699
Alerus Financial
North Dakota
$1.55K +$1.55K +8 New
TRCT
1700
Tower Research Capital (TRC)
New York
$1.55K +$1.55K +8 New
66 67
68
69 70