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
CTC
801
Central Trust Company
Missouri
$1.06M
JWM
802
JP Wealth Management
South Carolina
$1.06M
BWA
803
BlueChip Wealth Advisors
Georgia
$1.06M
BAM
804
Belpointe Asset Management
Nevada
$1.06M
JCM
805
Janney Capital Management
Pennsylvania
$1.06M
AHC
806
Anderson Hoagland & Co
Missouri
$1.06M
MWM
807
Meridian Wealth Management
Kentucky
$1.05M
HIP
808
HUB Investment Partners
Texas
$1.05M
SHJ
809
Sharkey, Howes & Javer
Colorado
$1.05M
EI
810
Ellevest Inc
New York
$1.05M
CFS
811
CRA Financial Services
New Jersey
$1.05M
IAG
812
Investmark Advisory Group
Connecticut
$1.05M
FFC
813
First Financial Corp
Indiana
$1.05M
BWP
814
BSW Wealth Partners
Colorado
$1.05M
DC
815
Davenport & Co
Virginia
$1.05M
CW
816
CreativeOne Wealth
Kansas
$1.05M
BF
817
Bonfire Financial
Colorado
$1.04M
HP
818
Holistic Planning
Texas
$1.04M
ECM
819
Evergreen Capital Management
Washington
$1.04M
BFA
820
Brown Financial Advisory
Alabama
$1.03M
SCI
821
S&CO Inc
Massachusetts
$1.03M
TCM
822
Tassel Capital Management
North Carolina
$1.02M
HWM
823
Hemington Wealth Management
Virginia
$1.02M
CCM
824
Coldstream Capital Management
Washington
$1.02M
PFG
825
Pacific Financial Group
Washington
$1.01M