IWD icon

iShares Russell 1000 Value ETF

1,715 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 547 increasing their positions, 607 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 607

12% less funds holding in top 10

Funds holding in top 10: 10391 (-12)

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$67.8M
Puts
$1.08B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
551
Advocacy Wealth Management Services
Georgia
$2.28M
GF
552
Gries Financial
Ohio
$2.27M
CNBT
553
Canandaigua National Bank & Trust
New York
$2.26M
QAM
554
Q3 Asset Management
Michigan
$2.25M
CA
555
CGN Advisors
Kansas
$2.24M
GI
556
GAMCO Investors
Connecticut
$2.24M
WDG
557
Wealth Dimensions Group
Ohio
$2.23M
MCM
558
Manchester Capital Management
Vermont
$2.22M
LSA
559
Lion Street Advisors
Texas
$2.2M
HCM
560
HMS Capital Management
Tennessee
$2.19M
WS
561
Wedbush Securities
California
$2.19M
VFP
562
Verus Financial Partners
Virginia
$2.19M
Deutsche Bank
563
Deutsche Bank
Germany
$2.18M
MWA
564
Monograph Wealth Advisors
California
$2.16M
CWA
565
CJM Wealth Advisers
Virginia
$2.16M
BCM
566
Brookstone Capital Management
Illinois
$2.14M
FWP
567
FAS Wealth Partners
Kansas
$2.14M
IC
568
Iconiq Capital
California
$2.14M
BHBT
569
Burke & Herbert Bank & Trust
Virginia
$2.13M
SC
570
SouthState Corp
Florida
$2.11M
BDFN
571
Bond & Devick Financial Network
Minnesota
$2.09M
WFA
572
WestHill Financial Advisors
California
$2.09M
AF
573
Affiance Financial
Minnesota
$2.09M
SCTC
574
Sanibel Captiva Trust Company
Florida
$2.08M
PCG
575
Prosperity Consulting Group
Maryland
$2.08M