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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 %
CM
201
Churchill Management
California
$12.9M -$191K -983 -1%
CCB
202
Country Club Bank
Missouri
$12.9M -$392K -2,028 -3%
C
203
Certuity
Florida
$12.8M +$73.6K +379 +0.6%
SCG
204
Sonata Capital Group
Washington
$12.8M +$193K +995 +2%
XF
205
XML Financial
Maryland
$12.7M +$99.3K +511 +0.8%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$12.5M +$33.8K +174 +0.3%
WB
207
West Bancorporation
Iowa
$12.4M -$194K -999 -2%
SWRP
208
Summit Wealth & Retirement Planning
California
$11.9M -$56.9K -293 -0.5%
I2I
209
Insight 2811 Inc
Illinois
$11.8M +$240K +1,237 +2%
GPW
210
Genesis Private Wealth
Virginia
$11.7M +$18.6K +96 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
211
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.7M – – –
MDSL
212
M.D. Sass LLC
New York
$11.7M +$344K +1,772 +3%
SF
213
Summit Financial
New Jersey
$11.5M -$186K -958 -2%
NL
214
Nuveen LLC
North Carolina
$11.5M -$48.7M -250,580 -81%
ACA
215
Aptus Capital Advisors
Alabama
$11.5M -$323K -1,664 -3%
AWA
216
Arkadios Wealth Advisors
Georgia
$11.3M +$4.29M +22,102 +61%
CCWA
217
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M -$630K -3,245 -5%
IP
218
Investment Partners
Ohio
$11.2M +$432K +2,226 +4%
SCM
219
SCS Capital Management
Massachusetts
$11.2M +$1.24M +6,375 +12%
SWP
220
Sagespring Wealth Partners
Tennessee
$11.2M -$252K -1,297 -2%
IWC
221
Integrated Wealth Concepts
Massachusetts
$11.1M +$1.75M +9,028 +19%
AWE
222
Avidian Wealth Enterprises
Texas
$11.1M -$52.6K -271 -0.5%
BF
223
BOK Financial
Oklahoma
$11M -$6.6K -34 -0.1%
OC
224
Oppenheimer & Co
New York
$11M -$10.9K -56 -0.1%
HTC
225
Haverford Trust Company
Pennsylvania
$11M -$41.4K -213 -0.4%
7 8
9
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