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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 %
SG Americas Securities
151
SG Americas Securities
New York
$20.6M +$2.51M +12,938 +14%
VVP
152
Venture Visionary Partners
Ohio
$20.6M +$429K +2,207 +2%
AC
153
AWM Capital
Arizona
$20.4M -$155K -797 -0.8%
SA
154
Sylvest Advisors
Texas
$20.3M +$139K +714 +0.7%
AAP
155
Arax Advisory Partners
Colorado
$20.1M +$19.1M +92,274 +1,791%
FEG
156
Fund Evaluation Group
Ohio
$20M +$15.5M +79,954 +348%
BWCS
157
Beirne Wealth Consulting Services
Connecticut
$19.7M -$14.7M -75,644 -43%
WCAMG
158
Woodard & Company Asset Management Group
North Carolina
$19.5M -$67K -345 -0.3%
WW
159
Westshore Wealth
California
$19.4M -$273K -1,405 -1%
CI
160
Cambiar Investors
Colorado
$18.9M -$25.2M -129,968 -57%
UCFA
161
United Capital Financial Advisors
Texas
$18.5M -$353K -1,817 -2%
AP
162
Americana Partners
Texas
$18.5M +$18.5M +95,343 New
CWM
163
Congress Wealth Management
Massachusetts
$18.3M +$381K +1,968 +2%
VA
164
VestGen Advisors
Illinois
$17.9M -$321K -1,652 -2%
CWA
165
CM Wealth Advisors
Ohio
$17.9M – – –
Boston Partners
166
Boston Partners
Massachusetts
$17.6M -$18.4M -94,674 -51%
IIC
167
Integrated Investment Consultants
Michigan
$17.5M +$1.29M +7,033 +8%
GIA
168
GHP Investment Advisors
Colorado
$17.4M -$97.3K -501 -0.6%
P
169
&Partners
Tennessee
$17.2M +$2.91M +15,004 +20%
SWA
170
Stratos Wealth Advisors
Ohio
$17.2M +$2.02M +10,393 +13%
IFO
171
Independent Family Office
New York
$17M +$235K +1,212 +1%
PAS
172
Park Avenue Securities
New York
$16.9M +$2.67M +13,721 +19%
AAS
173
Avantax Advisory Services
Texas
$16.9M +$333K +1,713 +2%
ZIM
174
Zacks Investment Management
Illinois
$16.8M +$4.12M +21,219 +33%
OAM
175
Oppenheimer Asset Management
New York
$16.7M -$2.62M -13,464 -14%
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