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
TCWA
751
Turtle Creek Wealth Advisors
Texas
$1.24M
WB
752
WesBanco Bank
West Virginia
$1.24M
CIA
753
Capital Investment Advisors
Georgia
$1.24M
SCI
754
Stableford Capital II
Arizona
$1.23M
IF
755
Intrua Financial
Texas
$1.23M
TCOTS
756
Trust Company of the South
North Carolina
$1.22M
TWP
757
TFO Wealth Partners
Ohio
$1.22M
AWA
758
Amplius Wealth Advisors
Pennsylvania
$1.22M
SIA
759
SkyView Investment Advisors
New Jersey
$1.22M
TWM
760
Thrive Wealth Management
Pennsylvania
$1.21M
AF
761
Apollon Financial
South Carolina
$1.21M
SIC
762
Sigma Investment Counselors
Michigan
$1.21M
CIA
763
Choate Investment Advisors
Massachusetts
$1.21M
MWM
764
Mascoma Wealth Management
New Hampshire
$1.2M
FPCP
765
Fort Point Capital Partners
California
$1.19M
AF
766
Apexium Financial
Texas
$1.19M
FPW
767
Fairvoy Private Wealth
Alabama
$1.19M
LAS
768
LWM Advisory Services
Florida
$1.19M
EWA
769
Encompass Wealth Advisors
Oregon
$1.18M
CA
770
Capital Advantage
California
$1.18M
CFO
771
Collective Family Office
Pennsylvania
$1.18M
GAB
772
German American Bancorp
Indiana
$1.17M
HI
773
Harbour Investments
Wisconsin
$1.17M
CWA
774
Canvas Wealth Advisors
Kansas
$1.17M
JCM
775
Jacobi Capital Management
Pennsylvania
$1.16M