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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.

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
1
Pacific Life Fund Advisors
California
$233M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$299M
3
UBS Group
3
UBS Group
Switzerland
$1.5B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.94B
5
American Century Companies
5
American Century Companies
Missouri
$176M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.51B
2
Wells Fargo
2
Wells Fargo
California
$869M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$472M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.23B
5
APF
5
Alaska Permanent Fund
Alaska
$342M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.51B 50,568,567 -3,493,025 -6%
Morgan Stanley
2
Morgan Stanley
New York
$7.2B 38,268,369 -109,214 -0.3%
Goldman Sachs
3
Goldman Sachs
New York
$2.94B 15,629,692 +363,429 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.74B 9,260,920 -8,069 -0.1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.71B 9,085,957 -166,086 -2%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.65B 8,759,085 -253,994 -3%
UBS Group
7
UBS Group
Switzerland
$1.5B 7,960,372 +823,288 +12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.23B 6,542,115 -1,335,083 -17%
Raymond James Financial
9
Raymond James Financial
Florida
$922M 4,901,855 -351,953 -7%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$881M 4,681,498 +81,955 +2%
Wells Fargo
11
Wells Fargo
California
$869M 4,615,805 -1,668,210 -27%
Northern Trust
12
Northern Trust
Illinois
$850M 4,518,369 +253,088 +6%
LPL Financial
13
LPL Financial
California
$743M 3,949,393 +229,198 +6%
M&T Bank
14
M&T Bank
New York
$716M 3,804,155 +83,318 +2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$631M 3,355,155 -31,800 -0.9%
SF
16
Synovus Financial
Georgia
$598M 3,175,934 +261,646 +9%
JRP
17
Jasper Ridge Partners
California
$503M 2,674,684 -70,421 -3%
Prudential Financial
18
Prudential Financial
New Jersey
$498M 2,647,656 -318,957 -11%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$472M 2,531,729 -1,453,368 -36%
Truist Financial
20
Truist Financial
North Carolina
$433M 2,300,795 -200,559 -8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$393M 2,089,385 +122,823 +6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$387M 2,055,995 -309,563 -13%
Stifel Financial
23
Stifel Financial
Missouri
$356M 1,892,525 -242,659 -11%
APF
24
Alaska Permanent Fund
Alaska
$342M 1,875,445 -481,743 -20%
GI
25
GLOBALT Investments
Georgia
$336M 1,784,053 -46,540 -3%
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