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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,689 hedge funds and large institutions have $50.4B invested in iShares Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 517 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,689
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.95%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.41%
New
119
Increased
517
Reduced
641
Closed
110
Calls
$114M
Puts
$1.11B
Net Calls
-$992M
Net Calls Change
-$1.03B

Top Buyers

1
PLFA
Pacific Life Fund Advisors
California
$233M
2
Corient Private Wealth
Corient Private Wealth
Florida
$299M
3
UBS Group
UBS Group
Switzerland
$1.5B
4
Goldman Sachs
Goldman Sachs
New York
$2.94B
5
American Century Companies
American Century Companies
Missouri
$176M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.51B
2
Wells Fargo
Wells Fargo
California
$869M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$472M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23B
5
APF
Alaska Permanent Fund
Alaska
$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1701
Wealth Alliance
New York
– -$4.44M -24,008 Closed
MWM
1702
Moran Wealth Management
Florida
– -$4.34M -23,456 Closed
SW
1703
SVB Wealth
Massachusetts
– -$4.08M -22,018 Closed
TG
1704
TCW Group
California
– -$3.9M -21,058 Closed
HCM
1705
Hamlin Capital Management
New York
– -$3.75M -20,266 Closed
Qube Research & Technologies (QRT)
1706
Qube Research & Technologies (QRT)
United Kingdom
– -$3.53M -19,053 Closed
BWM
1707
Baron Wealth Management
Michigan
– -$3.45M -18,641 Closed
PIM
1708
Pullen Investment Management
Florida
– -$2.82M -15,212 Closed
MSWM
1709
McGlone Suttner Wealth Management
Wisconsin
– -$2.48M -13,385 Closed
Lord, Abbett & Co
1710
Lord, Abbett & Co
New Jersey
– -$2.2M -11,868 Closed
MLM
1711
Mount Lucas Management
Pennsylvania
– -$1.98M -10,710 Closed
VAS
1712
Vestmark Advisory Solutions
Massachusetts
– -$1.82M -9,845 Closed
National Bank of Canada
1713
National Bank of Canada
Quebec, Canada
– -$1.76M -9,500 Closed
CRC
1714
Curi RMB Capital
Illinois
– -$1.74M -9,389 Closed
PWS
1715
Peloton Wealth Strategists
Indiana
– -$1.73M -9,367 Closed
LTI
1716
Laffer Tengler Investments
Tennessee
– -$1.63M -8,827 Closed
D.E. Shaw & Co
1717
D.E. Shaw & Co
New York
– -$1.57M -8,503 Closed
CTI
1718
Community Trust & Investment
Kentucky
– -$1.32M -7,104 Closed
Balyasny Asset Management
1719
Balyasny Asset Management
Illinois
– -$1.22M -6,608 Closed
WP
1720
WMS Partners
Maryland
– -$1.11M -6,001 Closed
LCWP
1721
Legacy Capital Wealth Partners
Arkansas
– -$1.05M -5,667 Closed
CAS
1722
Coppell Advisory Solutions
Texas
– -$1.03M -5,551 Closed
SCP
1723
Seizert Capital Partners
Michigan
– -$1.03M -5,542 Closed
OWA
1724
Opal Wealth Advisors
New York
– -$940K -5,075 Closed
SGCA
1725
Steel Grove Capital Advisors
Tennessee
– -$930K -5,025 Closed
67 68
69
70 71