IWD icon

iShares Russell 1000 Value ETF

1,713 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, 576 increasing their positions, 574 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

1% less funds holding in top 10

Funds holding in top 10: 104103 (-1)

3.06% less ownership

Funds ownership: 81.73%78.67% (-3.1%)

87% less call options, than puts

Call options by funds: $138M | Put options by funds: $1.07B

Holders
1,713
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
$138M
Puts
$1.07B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
451
Caliber Wealth Management (Kansas)
Kansas
$3.38M
MFG
452
Merit Financial Group
Georgia
$3.37M
CSP
453
Cary Street Partners
Virginia
$3.36M
MCM
454
Mainstream Capital Management
California
$3.35M
TFA
455
Tobias Financial Advisors
Florida
$3.33M
IWA
456
Icon Wealth Advisors
Texas
$3.31M
AI
457
Arvest Investments
Arkansas
$3.31M
AWM
458
Aprio Wealth Management
Georgia
$3.29M
ACA
459
Affinity Capital Advisors
California
$3.26M
DWP
460
Destiny Wealth Partners
Florida
$3.26M
ACIM
461
Azimuth Capital Investment Management
Michigan
$3.19M
QWM
462
Quadcap Wealth Management
Texas
$3.19M
TSW
463
Thompson Siegel & Walmsley
Virginia
$3.18M
DSC
464
Donald Smith & Co
New York
$3.17M
AWM
465
Avior Wealth Management
Nebraska
$3.15M
DIA
466
Dana Investment Advisors
Wisconsin
$3.14M
ATC
467
Argent Trust Co
Tennessee
$3.12M
TFCP
468
Twin Focus Capital Partners
Massachusetts
$3.1M
AA
469
Ancora Advisors
Ohio
$3.09M
SWA
470
SOA Wealth Advisors
New York
$3.08M
ASC
471
Atalanta Sosnoff Capital
New York
$3.07M
GBT
472
Grove Bank & Trust
Florida
$3.06M
PA
473
Procyon Advisors
Connecticut
$3.05M
CCM
474
Colorado Capital Management
Colorado
$3.04M
GPFA
475
Game Plan Financial Advisors
Ohio
$3.04M