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
AI
501
Atria Investments
North Carolina
$2.8M
STA
502
Summit Trail Advisors
New York
$2.8M
CWA
503
Cornerstone Wealth Advisors
Minnesota
$2.79M
EAM
504
Evanson Asset Management
California
$2.78M
FPW
505
Flywheel Private Wealth
California
$2.78M
BMCM
506
Bryn Mawr Capital Management
Pennsylvania
$2.78M
SFB
507
STAR Financial Bank
Indiana
$2.77M
VCA
508
Verdence Capital Advisors
Maryland
$2.77M
AGP
509
Autumn Glory Partners
Texas
$2.76M
CC
510
Courier Capital
New York
$2.72M
SBWIC
511
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.71M
RWP
512
RWA Wealth Partners
Massachusetts
$2.7M
SB
513
SIG Brokerage
New York
$2.7M
JCM
514
J2 Capital Management
Michigan
$2.69M
AWM
515
Apollon Wealth Management
South Carolina
$2.66M
BWA
516
Beam Wealth Advisors
Louisiana
$2.65M
AT
517
American Trust
Kentucky
$2.64M
MFWP
518
Mosaic Family Wealth Partners
Missouri
$2.64M
JIC
519
Joel Isaacson & Co
New York
$2.63M
Diamond Hill Capital Management
520
Diamond Hill Capital Management
Ohio
$2.63M
KCM
521
Kanawha Capital Management
Virginia
$2.62M
GJWM
522
Gilliland Jeter Wealth Management
Arkansas
$2.61M
VT
523
Vise Technologies
New York
$2.6M
SC
524
Summa Corp
Texas
$2.6M
IIC
525
Ironwood Investment Counsel
Arizona
$2.59M