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
CFG
651
Cooper Financial Group
California
$1.54M
SMA
652
Seven Mile Advisory
New Jersey
$1.53M
AGM
653
Alpine Global Management
New York
$1.53M
BFG
654
Beacon Financial Group
Texas
$1.52M
BSSFA
655
Baron Silver Stevens Financial Advisors
Florida
$1.52M
NJIM
656
Nabity-Jensen Investment Management
Nebraska
$1.52M
ARG
657
Advisory Resource Group
Oklahoma
$1.52M
JPG
658
Jordan Park Group
California
$1.51M
B
659
Bensler
Washington
$1.51M
CWM
660
Calamos Wealth Management
Illinois
$1.51M
FCH
661
Freestone Capital Holdings
Washington
$1.51M
LFAS
662
Level Four Advisory Services
Texas
$1.5M
PFP
663
Paragon Financial Partners
California
$1.5M
BRWA
664
B. Riley Wealth Advisors
Florida
$1.5M
KFI
665
Key Financial Inc
Pennsylvania
$1.49M
EA
666
Enclave Advisors
Texas
$1.48M
RFG
667
RFP Financial Group
Georgia
$1.48M
ADL
668
Asset Dedication LLC
California
$1.48M
AIM
669
Anchor Investment Management
South Carolina
$1.47M
SFA
670
Seneca Financial Advisors
New York
$1.47M
DK
671
David Kennon
Florida
$1.47M
ES
672
Eagle Strategies
New York
$1.47M
GG
673
GenWealth Group
New Jersey
$1.47M
PPC
674
Park Place Capital
Alabama
$1.46M
ML
675
Mayport LLC
Massachusetts
$1.46M