IWD icon

iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
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
$111M
Puts
$738M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
751
Welch & Forbes
Massachusetts
$1.5M
GT
752
Greenleaf Trust
Michigan
$1.5M
OCG
753
Opus Capital Group
Ohio
$1.49M
DC
754
Davenport & Co
Virginia
$1.49M
TPWA
755
Twin Peaks Wealth Advisors
California
$1.48M
BRWA
756
B. Riley Wealth Advisors
Florida
$1.47M
N
757
Natixis
France
$1.47M
GWM
758
Global Wealth Management
New Jersey
$1.46M
GA
759
Greenspring Advisors
Maryland
$1.46M
AWM
760
Angeles Wealth Management
California
$1.46M
AIP
761
Almanack Investment Partners
Pennsylvania
$1.46M
WCP
762
Wick Capital Partners
Pennsylvania
$1.45M
WMA
763
West Michigan Advisors
Michigan
$1.45M
CT
764
Colonial Trust
South Carolina
$1.45M
LFG
765
Larson Financial Group
Missouri
$1.44M
TCBWMS
766
Texas Capital Bank Wealth Management Services
Texas
$1.44M
MSWMA
767
Market Street Wealth Management Advisors
Indiana
$1.44M
AWM
768
Aureum Wealth Management
Florida
$1.43M
BIA
769
BHK Investment Advisors
Alabama
$1.43M
GSIS
770
Global Strategic Investment Solutions
Arizona
$1.43M
FNT
771
First National Trust
Pennsylvania
$1.43M
AFA
772
American Financial Advisors
Georgia
$1.43M
GC
773
Garde Capital
Washington
$1.42M
FHB
774
First Hawaiian Bank
Hawaii
$1.42M
EFG
775
Ethos Financial Group
Pennsylvania
$1.42M