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
AWA
751
Amplius Wealth Advisors
Pennsylvania
$1.22M
TWM
752
Thrive Wealth Management
Pennsylvania
$1.21M
AF
753
Apollon Financial
South Carolina
$1.21M
SIC
754
Sigma Investment Counselors
Michigan
$1.21M
CIA
755
Choate Investment Advisors
Massachusetts
$1.21M
MWM
756
Mascoma Wealth Management
New Hampshire
$1.2M
FPCP
757
Fort Point Capital Partners
California
$1.19M
AF
758
Apexium Financial
Texas
$1.19M
FPW
759
Fairvoy Private Wealth
Alabama
$1.19M
LAS
760
LWM Advisory Services
Florida
$1.19M
EWA
761
Encompass Wealth Advisors
Oregon
$1.18M
CA
762
Capital Advantage
California
$1.18M
CFO
763
Collective Family Office
Pennsylvania
$1.18M
GAB
764
German American Bancorp
Indiana
$1.17M
HI
765
Harbour Investments
Wisconsin
$1.17M
CWA
766
Canvas Wealth Advisors
Kansas
$1.17M
JCM
767
Jacobi Capital Management
Pennsylvania
$1.16M
MC
768
Middleton & Co
Massachusetts
$1.16M
SWM
769
Sendero Wealth Management
Texas
$1.16M
FFA
770
Fragasso Financial Advisors
Pennsylvania
$1.16M
LOPW
771
Live Oak Private Wealth
North Carolina
$1.15M
JSW
772
Journey Strategic Wealth
New Jersey
$1.15M
VW
773
Vance Wealth
California
$1.14M
ACM
774
Advisors Capital Management
New Jersey
$1.14M
SFG
775
Snider Financial Group
Washington
$1.13M