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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 %
TLFA
1726
True Link Financial Advisors
California
– -$1.02M -5,398 Closed
LA
1727
Legacy Advisors
Pennsylvania
– -$972K -5,168 Closed
Vontobel Holding
1728
Vontobel Holding
Switzerland
– -$896K -4,764 Closed
BTWM
1729
Brass Tax Wealth Management
Ohio
– -$860K -4,571 Closed
JFGLC
1730
Johnson Financial Group LLC (Colorado)
Colorado
– -$830K -4,410 Closed
Wellington Management Group
1731
Wellington Management Group
Massachusetts
– -$790K -4,200 Closed
SIM
1732
SSI Investment Management
California
– -$756K -4,020 Closed
PD
1733
Planning Directions
Pennsylvania
– -$748K -3,973 Closed
BFA
1734
Brendel Financial Advisors
New Hampshire
– -$687K -3,653 Closed
ACGA
1735
Atlanta Consulting Group Advisors
Georgia
– -$685K -3,642 Closed
MWM
1736
Modern Wealth Management
Kansas
– -$575K -3,055 Closed
RWM
1737
Revisor Wealth Management
Ohio
– -$553K -2,937 Closed
CL
1738
CSS LLC
Illinois
– -$544K -2,890 Closed
Eagle Capital Management (New York)
1739
Eagle Capital Management (New York)
New York
– -$506K -2,690 Closed
GS
1740
GWN Securities
Florida
– -$496K -2,641 Closed
ARC
1741
Advisor Resource Council
Texas
– -$354K -2,404 Closed
BCM
1742
Beaumont Capital Management
Massachusetts
– -$436K -2,319 Closed
GAA
1743
Global Assets Advisory
Florida
– -$407K -2,289 Closed
FCAM
1744
First Citizens Asset Management
North Carolina
– -$415K -2,204 Closed
TCA
1745
Transcend Capital Advisors
New Jersey
– -$394K -2,093 Closed
MHI
1746
Miller Howard Investments
New York
– -$392K -2,082 Closed
YIH
1747
Y-Intercept (HK)
Hong Kong
– -$368K -1,958 Closed
AFM
1748
Armstrong Fleming & Moore
District of Columbia
– -$365K -1,940 Closed
NC
1749
NovaPoint Capital
Georgia
– -$363K -1,928 Closed
IA
1750
Integrity Alliance
Iowa
– -$336K -1,788 Closed
68 69
70
71 72