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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 %
ACP
1751
Aveo Capital Partners
Colorado
– -$317K -1,721 Closed
BC
1752
Brio Consultants
California
– -$303K -1,610 Closed
SL
1753
Sentinus LLC
Illinois
– -$280K -1,490 Closed
SCA
1754
St. Clair Advisors
Ohio
– -$261K -1,389 Closed
FOA
1755
Five Oceans Advisors
California
– -$247K -1,315 Closed
CMAI
1756
Capital Management Associates Inc
Minnesota
– -$242K -1,288 Closed
KIA
1757
KCM Investment Advisors
California
– -$236K -1,255 Closed
TFS
1758
Thoroughbred Financial Services
Tennessee
– -$231K -1,232 Closed
PRS
1759
Pinkerton Retirement Specialists
Idaho
– -$223K -1,185 Closed
4WM
1760
44 Wealth Management
Oregon
– -$223K -1,185 Closed
JWBC
1761
J.W. Burns & Co
New York
– -$213K -1,130 Closed
PA
1762
Probity Advisors
Texas
– -$211K -1,124 Closed
BA
1763
Bluesphere Advisors
Pennsylvania
– -$206K -1,095 Closed
IA
1764
Inspire Advisors
Idaho
– -$204K -1,084 Closed
VBA
1765
von Borstel & Associates
Oregon
– -$183K -976 Closed
WW
1766
Winnow Wealth
Texas
– -$150K -796 Closed
CCM
1767
Cloud Capital Management
Washington
– -$131K -700 Closed
WF
1768
Wayfinding Financial
Washington
– -$95K -505 Closed
S
1769
Sachetta
Massachusetts
– -$88.4K -470 Closed
NWM
1770
Nova Wealth Management
Florida
– -$77K -409 Closed
MM
1771
Main Management
California
– -$61K -323 Closed
AF
1772
Abound Financial
California
– -$57.6K -306 Closed
NCM
1773
Northwest Capital Management
Oregon
– -$56.1K -298 Closed
MIM
1774
Marshall Investment Management
Colorado
– -$51.7K -275 Closed
GFPC
1775
Global Financial Private Client
Florida
– -$44.2K -235 Closed
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