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
RTL
351
Red Tortoise LLC
Georgia
$6.32M
GRP
352
Global Retirement Partners
California
$6.31M
GIA
353
Gladstone Institutional Advisory
Florida
$6.25M
HR
354
Hardy Reed
Mississippi
$6.24M
DI
355
Disciplined Investments
Oklahoma
$6.23M
HCA
356
Harbour Capital Advisors
Virginia
$6.23M
CGA
357
Crescent Grove Advisors
Illinois
$6.22M
UBS AM
358
UBS AM
Illinois
$6.21M
Tudor Investment Corp
359
Tudor Investment Corp
Connecticut
$6.18M
MMA
360
Miracle Mile Advisors
California
$6.13M
TW
361
Towerpoint Wealth
California
$6.1M
BBHC
362
Brown Brothers Harriman & Co
New York
$6.09M
BP
363
Ballentine Partners
Massachusetts
$6.05M
ATI
364
ARK & TLK Investments
Oklahoma
$6.03M
RIL
365
Rothschild Investment LLC
Illinois
$6.03M
WTC
366
WhitTier Trust Company
Nevada
$6.03M
BAMG
367
Brand Asset Management Group
Missouri
$6.01M
BA
368
Brightwater Advisory
Florida
$5.94M
FAM
369
Forte Asset Management
New York
$5.86M
UWPG
370
Ullmann Wealth Partners Group
Florida
$5.85M
PCMNC
371
Piedmont Capital Management (North Carolina)
North Carolina
$5.78M
SCM
372
SOL Capital Management
Maryland
$5.76M
DADC
373
D.A. Davidson & Co
Montana
$5.75M
AAM
374
Aureus Asset Management
Massachusetts
$5.73M
PCIA
375
Prime Capital Investment Advisors
Kansas
$5.61M