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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 %
NFW
176
Noble Family Wealth
Florida
$16.5M +$378K +1,946 +2%
KP
177
Keel Point
Alabama
$16.4M +$96.1K +495 +0.6%
CA
178
Claro Advisors
Massachusetts
$16.3M -$353K -1,819 -2%
HCC
179
Hirtle Callaghan & Co
Pennsylvania
$16M -$28.2K -145 -0.2%
MA
180
Montag & Associates
Georgia
$16M +$218K +1,123 +1%
BPA
181
Beacon Pointe Advisors
California
$15.7M -$674K -3,472 -4%
VOYA Investment Management
182
VOYA Investment Management
Georgia
$15.6M -$91.7K -472 -0.6%
RFA
183
RTD Financial Advisors
Pennsylvania
$15.5M -$1.44M -7,420 -9%
BFG
184
Bleakley Financial Group
New Jersey
$15.5M +$391K +2,012 +3%
WHG
185
Westwood Holdings Group
Texas
$15.3M -$1.06M -5,481 -6%
MPM
186
Meritage Portfolio Management
Kansas
$15.3M +$10.3M +52,821 +204%
WJA
187
Willis Johnson & Associates
Texas
$15M +$1.47M +7,556 +11%
NA
188
Nestegg Advisors
New York
$14.9M +$89K +458 +0.6%
ATPW
189
Ashton Thomas Private Wealth
Arizona
$14.7M +$432K +2,222 +3%
PA
190
Prism Advisors
California
$14.7M +$1.39M +7,134 +10%
SW
191
SlateStone Wealth
Florida
$14.4M +$1.24M +6,362 +9%
CFO
192
Callan Family Office
Pennsylvania
$14.3M -$1.88M -9,671 -12%
FA
193
FDx Advisors
Illinois
$13.9M -$299K -1,537 -2%
JFGIW
194
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.8M +$3.55M +18,264 +35%
GIM
195
Glenmede Investment Management
Pennsylvania
$13.7M +$13.7M +70,286 New
NCG
196
Newport Capital Group
New Jersey
$13.6M +$313K +1,612 +2%
BCI
197
Brinker Capital Investments
Pennsylvania
$13.6M -$1.98M -10,192 -13%
FCBT
198
First Citizens Bank & Trust
North Carolina
$13.5M -$14.4K -74 -0.1%
BCG
199
Breakwater Capital Group
New Jersey
$13.3M +$930K +4,787 +8%
SAM
200
Silvercrest Asset Management
New York
$13.1M +$360K +1,851 +3%
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