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
JSW
776
Journey Strategic Wealth
New Jersey
$1.11M
BWP
777
Balboa Wealth Partners
Arizona
$1.11M
JCM
778
Jacobi Capital Management
Pennsylvania
$1.11M
EFG
779
Embree Financial Group
Illinois
$1.11M
FFA
780
Fragasso Financial Advisors
Pennsylvania
$1.11M
MC
781
Middleton & Co
Massachusetts
$1.11M
SWM
782
Sendero Wealth Management
Texas
$1.11M
PGWM
783
Parisi Gray Wealth Management
New Jersey
$1.1M
LOPW
784
Live Oak Private Wealth
North Carolina
$1.1M
TWA
785
TCI Wealth Advisors
Arizona
$1.09M
ACM
786
Advisors Capital Management
New Jersey
$1.09M
TFGT
787
TS Financial Group (TSFG)
Illinois
$1.08M
FMII
788
Farmers & Merchants Investments Inc
Nebraska
$1.08M
CWM
789
Cornerstone Wealth Management
Missouri
$1.08M
IAG
790
Investment Advisory Group
Massachusetts
$1.07M
WP
791
WealthShield Partners
North Carolina
$1.07M
LCM
792
Logan Capital Management
Pennsylvania
$1.07M
ACA
793
Atlas Capital Advisors
Wyoming
$1.07M
CHC
794
City Holding Co
West Virginia
$1.07M
FNT
795
First National Trust
Pennsylvania
$1.06M
CTA
796
Chesley Taft & Associates
Illinois
$1.04M
HP
797
Holistic Planning
Texas
$1.04M
SCA
798
STALEY CAPITAL ADVISERS
Pennsylvania
$1.04M
BWA
799
BlueChip Wealth Advisors
Georgia
$1.04M
CWA
800
Core Wealth Advisors
Florida
$1.04M