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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,704 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, 570 increasing their positions, 573 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,704
Holders Change
+15
Holders Change %
+0.89%
% of All Funds
22.85%
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
570
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 %
AF
1701
Alerus Financial
North Dakota
$1.55K +$1.55K +8 New
HFS
1702
Hughes Financial Services
Virginia
$1.36K – – –
CIM
1703
Contravisory Investment Management
Massachusetts
$777 +$777 +4 New
KWM
1704
Kiker Wealth Management
Georgia
$777 +$777 +4 New
RIA
1705
Realta Investment Advisors
Delaware
$494 -$154K -936 -100%
APF
1706
Alaska Permanent Fund
Alaska
– -$342M -1,875,445 Closed
CP
1707
Coho Partners
Pennsylvania
– -$57.7M -306,766 Closed
CWM
1708
Cordatus Wealth Management
Pennsylvania
– -$28.8M -152,891 Closed
FCI
1709
Financial Counselors Inc
Kansas
– -$23.5M -125,095 Closed
SAS
1710
SMI Advisory Services
Indiana
– -$16M -94,292 Closed
AP
1711
Advisors Preferred
Maryland
– -$16.3M -86,743 Closed
Barclays
1712
Barclays
United Kingdom
– -$14.2M -75,263 Closed
CWC
1713
Carolinas Wealth Consulting
North Carolina
– -$12.7M -67,332 Closed
CF
1714
Copperwynd Financial
Arizona
– -$10.8M -57,616 Closed
CFG
1715
Clayton Financial Group
Missouri
– -$8.47M -45,021 Closed
BI
1716
Ballast Inc
Kentucky
– -$6.79M -36,078 Closed
Two Sigma Investments
1717
Two Sigma Investments
New York
– -$6M -31,900 Closed
Dodge & Cox
1718
Dodge & Cox
California
– -$3.22M -17,100 Closed
QAM
1719
Q3 Asset Management
Michigan
– -$2.5M -13,276 Closed
CAG
1720
Curtis Advisory Group
California
– -$1.72M -9,127 Closed
Cohen & Steers
1721
Cohen & Steers
New York
– -$1.45M -7,719 Closed
PA
1722
PFG Advisors
Arizona
– -$1.26M -6,722 Closed
CM
1723
Castleark Management
Illinois
– -$1.2M -6,400 Closed
Citadel Advisors
1724
Citadel Advisors
Florida
– -$1.07M -5,708 Closed
VF
1725
Vawter Financial
Ohio
– -$1.07M -5,673 Closed
67 68
69
70 71