IWD icon

iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,864
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$738M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
276
Johnson Investment Counsel
Ohio
$9.24M
RWM
277
Ritholtz Wealth Management
New York
$9.22M
MIM
278
MetLife Investment Management
New Jersey
$9.11M
SHWM
279
Smith & Howard Wealth Management
Georgia
$9.11M
SWA
280
Stratos Wealth Advisors
Ohio
$9.1M
AWA
281
Arete Wealth Advisors
Illinois
$8.96M
OFG
282
Oxford Financial Group
Indiana
$8.87M
FCP
283
Fidelis Capital Partners
Florida
$8.77M
WFA
284
Wellspring Financial Advisors
Ohio
$8.77M
WB
285
Webster Bank
Connecticut
$8.76M
Allspring Global Investments
286
Allspring Global Investments
North Carolina
$8.74M
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$8.72M
NIG
288
NFJ Investment Group
Texas
$8.65M
HSA
289
HBK Sorce Advisory
Pennsylvania
$8.63M
SCA
290
Snowden Capital Advisors
New York
$8.6M
QC
291
Quent Capital
New York
$8.58M
QLSGSCF
292
Quent Long Short Global Small Cap Fund
New York
$8.58M
SWP
293
Stratos Wealth Partners
Ohio
$8.54M
AFP
294
Ausdal Financial Partners
Iowa
$8.4M
BMCM
295
Bryn Mawr Capital Management
Pennsylvania
$8.34M
VA
296
Veratis Advisors
North Carolina
$8.25M
SWM
297
Segment Wealth Management
Texas
$8.15M
SC
298
Sepio Capital
Utah
$8.12M
SFG
299
Sunburst Financial Group
Alabama
$8.09M
SIA
300
Stegner Investment Associates
Kentucky
$8.07M