IWD icon

iShares Russell 1000 Value ETF

1,720 hedge funds and large institutions have $50.1B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 579 increasing their positions, 573 reducing their positions, and 90 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)

3.07% less ownership

Funds ownership: 81.77%78.7% (-3.1%)

87% less call options, than puts

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

Holders
1,720
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
TSS
501
Two Sigma Securities
New York
$2.8M
AI
502
Atria Investments
North Carolina
$2.8M
STA
503
Summit Trail Advisors
New York
$2.8M
CWA
504
Cornerstone Wealth Advisors
Minnesota
$2.79M
EAM
505
Evanson Asset Management
California
$2.78M
FPW
506
Flywheel Private Wealth
California
$2.78M
BMCM
507
Bryn Mawr Capital Management
Pennsylvania
$2.78M
SFB
508
STAR Financial Bank
Indiana
$2.77M
VCA
509
Verdence Capital Advisors
Maryland
$2.77M
AGP
510
Autumn Glory Partners
Texas
$2.76M
CC
511
Courier Capital
New York
$2.72M
SBWIC
512
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.71M
RWP
513
RWA Wealth Partners
Massachusetts
$2.7M
SB
514
SIG Brokerage
New York
$2.7M
JCM
515
J2 Capital Management
Michigan
$2.69M
AWM
516
Apollon Wealth Management
South Carolina
$2.66M
BWA
517
Beam Wealth Advisors
Louisiana
$2.65M
AT
518
American Trust
Kentucky
$2.64M
MFWP
519
Mosaic Family Wealth Partners
Missouri
$2.64M
JIC
520
Joel Isaacson & Co
New York
$2.63M
Diamond Hill Capital Management
521
Diamond Hill Capital Management
Ohio
$2.63M
KCM
522
Kanawha Capital Management
Virginia
$2.62M
GJWM
523
Gilliland Jeter Wealth Management
Arkansas
$2.61M
SC
524
Summa Corp
Texas
$2.6M
VT
525
Vise Technologies
New York
$2.6M