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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 %
IPW
1726
Intergy Private Wealth
Colorado
– -$919K -4,966 Closed
HT
1727
Headlands Technologies
Illinois
– -$882K -4,764 Closed
LHC
1728
Little House Capital
Massachusetts
– -$721K -3,897 Closed
EIP
1729
Epoch Investment Partners
New York
– -$699K -3,778 Closed
Invesco
1730
Invesco
Georgia
– -$634K -3,424 Closed
BIP
1731
Blueprint Investment Partners
North Carolina
– -$628K -3,392 Closed
VA
1732
Vident Advisory
Georgia
– -$620K -3,350 Closed
VVP
1733
Vulcan Value Partners
Alabama
– -$618K -3,336 Closed
CCG
1734
Catalina Capital Group
California
– -$576K -3,110 Closed
EA
1735
Everpar Advisors
Oklahoma
– -$569K -3,071 Closed
AC
1736
Allstate Corporation
Illinois
– -$565K -3,050 Closed
Simplex Trading
1737
Simplex Trading
Illinois
– -$562K -3,040 Closed
IWM
1738
Iams Wealth Management
Nebraska
– -$547K -2,956 Closed
4WM
1739
49 Wealth Management
Texas
– -$504K -2,721 Closed
Susquehanna International Group
1740
Susquehanna International Group
Pennsylvania
– -$474K -2,559 Closed
Wolverine Trading
1741
Wolverine Trading
Illinois
– -$470K -2,545 Closed
QPW
1742
Quantum Private Wealth
Florida
– -$451K -2,436 Closed
AP
1743
Americana Partners
Texas
– -$447K -2,413 Closed
CWP
1744
Capital Wealth Planning
Florida
– -$398K -2,150 Closed
HIMC
1745
Heritage Investors Management Corp
Maryland
– -$372K -2,010 Closed
HIF
1746
Hill Island Financial
Michigan
– -$354K -1,914 Closed
MWM
1747
Moulton Wealth Management
Washington
– -$342K -1,846 Closed
MFG
1748
MidWestOne Financial Group
Iowa
– -$335K -1,807 Closed
CFGS
1749
Concourse Financial Group Securities
Alabama
– -$348K -1,804 Closed
GFA
1750
Gallagher Fiduciary Advisors
Illinois
– -$315K -1,700 Closed
68 69
70
71 72