IWD icon

iShares Russell 1000 Value ETF

1,741 hedge funds and large institutions have $51.9B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 551 increasing their positions, 619 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: $ → $

more funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 10493 (-11)

11% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 619

94% less call options, than puts

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

Holders
1,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
GWM
701
Global Wealth Management
New Jersey
$1.42M
BRWA
702
B. Riley Wealth Advisors
Florida
$1.42M
CT
703
Colonial Trust
South Carolina
$1.41M
RFG
704
RFP Financial Group
Georgia
$1.41M
AIP
705
Almanack Investment Partners
Pennsylvania
$1.41M
WMA
706
West Michigan Advisors
Michigan
$1.41M
RIA
707
Regal Investment Advisors
Michigan
$1.4M
GSIS
708
Global Strategic Investment Solutions
Arizona
$1.38M
GC
709
Garde Capital
Washington
$1.38M
FHB
710
First Hawaiian Bank
Hawaii
$1.38M
EWM
711
Empirical Wealth Management
Washington
$1.37M
VP
712
Verum Partners
North Carolina
$1.37M
FFC
713
Frederick Financial Consultants
Maryland
$1.37M
DWM
714
Diversify Wealth Management
Utah
$1.36M
SFA
715
Seneca Financial Advisors
New York
$1.35M
PIA
716
Perennial Investment Advisors
California
$1.35M
EWA
717
EverSource Wealth Advisors
Alabama
$1.34M
HPA
718
High Probability Advisors
New York
$1.34M
AWM
719
Angeles Wealth Management
California
$1.34M
FA
720
Financial Advisors
Massachusetts
$1.33M
V
721
VeraBank
Texas
$1.32M
WIC
722
Whitegate Investment Counselors
New Hampshire
$1.32M
WIM
723
Warwick Investment Management
Texas
$1.32M
B
724
Bailard
California
$1.32M
KF
725
Krilogy Financial
Missouri
$1.31M