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
MOS
701
MGO One Seven
Ohio
$1.35M
GC
702
Garde Capital
Washington
$1.34M
CCT
703
Chemung Canal Trust
New York
$1.34M
CW
704
CreativeOne Wealth
Kansas
$1.34M
WMA
705
West Michigan Advisors
Michigan
$1.34M
Capital World Investors
706
Capital World Investors
California
$1.32M
GSIS
707
Global Strategic Investment Solutions
Arizona
$1.32M
GWANC
708
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.32M
FHB
709
First Hawaiian Bank
Hawaii
$1.32M
NL
710
NWAM LLC
Washington
$1.31M
PIA
711
Perennial Investment Advisors
California
$1.31M
FFC
712
Frederick Financial Consultants
Maryland
$1.31M
EWM
713
Empirical Wealth Management
Washington
$1.31M
LCOV
714
London Company of Virginia
Virginia
$1.3M
WIC
715
Whitegate Investment Counselors
New Hampshire
$1.29M
AW
716
Alteri Wealth
California
$1.28M
FA
717
Fiducient Advisors
Illinois
$1.28M
IAIM
718
International Assets Investment Management
Florida
$1.28M
T. Rowe Price Associates
719
T. Rowe Price Associates
Maryland
$1.27M
CT
720
Coastline Trust
Rhode Island
$1.27M
CAC
721
Certified Advisory Corp
Florida
$1.27M
FA
722
Financial Advisors
Massachusetts
$1.27M
CWA
723
Cascade Wealth Advisors
Washington
$1.27M
Macquarie Group
724
Macquarie Group
Australia
$1.27M
TP
725
Tranquility Partners
Tennessee
$1.26M