IWD icon

iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 645 increasing their positions, 546 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$738M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASC
676
Atalanta Sosnoff Capital
New York
$1.86M
CAG
677
Centerpoint Advisory Group
Kansas
$1.85M
VWM
678
Vigil Wealth Management
Florida
$1.84M
USCWA
679
U.S. Capital Wealth Advisors
Texas
$1.84M
MWP
680
MYCIO Wealth Partners
Pennsylvania
$1.83M
BCWM
681
Bartlett & Co Wealth Management
Ohio
$1.82M
CPA
682
Capital Performance Advisors
California
$1.81M
AT
683
American Trust
Kentucky
$1.81M
PP
684
Prosperity Planning
Missouri
$1.81M
KWS
685
Keystone Wealth Services
California
$1.8M
ITIM
686
Indiana Trust & Investment Management
Indiana
$1.8M
AAS
687
Ameritas Advisory Services
Nebraska
$1.8M
ACM
688
Argent Capital Management
Missouri
$1.78M
CWM
689
Calamos Wealth Management
Illinois
$1.78M
BI
690
Breachway Investments
Rhode Island
$1.78M
GFP
691
Gryphon Financial Partners
Ohio
$1.78M
LGG
692
Luts & Greenleigh Group
Maryland
$1.77M
ML
693
McAdam LLC
Pennsylvania
$1.77M
GG
694
GenWealth Group
New Jersey
$1.77M
MLM
695
Mount Lucas Management
Pennsylvania
$1.77M
AA
696
AlphaCentric Advisors
Puerto Rico
$1.77M
IB
697
Intrust Bank
Kansas
$1.77M
NFG
698
Nations Financial Group
Iowa
$1.76M
M
699
MYeCFO
California
$1.75M
RWM
700
RKL Wealth Management
Pennsylvania
$1.74M