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
UAG
801
United Advisor Group
Ohio
$1.33M
MAA
802
Matrix Asset Advisors
New York
$1.33M
MSFS
803
Main Street Financial Solutions
Pennsylvania
$1.32M
HI
804
Harbour Investments
Wisconsin
$1.32M
AWA
805
Amplius Wealth Advisors
Pennsylvania
$1.31M
CW
806
CreativeOne Wealth
Kansas
$1.31M
CAC
807
Certified Advisory Corp
Florida
$1.31M
EC
808
Elequin Capital
New York
$1.3M
NAS
809
Nicolet Advisory Services
Wisconsin
$1.3M
AF
810
Apollon Financial
South Carolina
$1.3M
TBT
811
Texas Bank & Trust
Texas
$1.3M
LI
812
LRI Investments
Florida
$1.3M
CWA
813
Crusonia Wealth Advisors
Colorado
$1.3M
BAM
814
Belpointe Asset Management
Nevada
$1.29M
CWM
815
Connecticut Wealth Management
Connecticut
$1.29M
MHI
816
Miller Howard Investments
New York
$1.28M
CRC
817
Curi RMB Capital
Illinois
$1.28M
SFA
818
Seneca Financial Advisors
New York
$1.27M
IAG
819
Investment Advisory Group
Massachusetts
$1.27M
CT
820
Coastline Trust
Rhode Island
$1.27M
WIM
821
Warwick Investment Management
Texas
$1.27M
TWP
822
TFO Wealth Partners
Ohio
$1.27M
TP
823
Tranquility Partners
Tennessee
$1.27M
ECM
824
Evergreen Capital Management
Washington
$1.26M
TCOTS
825
Trust Company of the South
North Carolina
$1.26M