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
FFA
801
First Foundation Advisors
California
$1.04M
AHC
802
Anderson Hoagland & Co
Missouri
$1.03M
SFPG
803
Stonebridge Financial Planning Group
Florida
$1.03M
JCM
804
Janney Capital Management
Pennsylvania
$1.03M
LAS
805
LWM Advisory Services
Florida
$1.02M
YP
806
YANKCOM Partnership
South Dakota
$1.02M
NPF
807
Norris Perne & French
Michigan
$1.02M
CTC
808
Central Trust Company
Missouri
$1.01M
JWM
809
JP Wealth Management
South Carolina
$1.01M
PCG
810
Prosperity Consulting Group
Maryland
$1.01M
FFC
811
First Financial Corp
Indiana
$1.01M
DWM
812
Dakota Wealth Management
Florida
$1.01M
SHJ
813
Sharkey, Howes & Javer
Colorado
$1M
IAG
814
Investmark Advisory Group
Connecticut
$1M
HIP
815
HUB Investment Partners
Texas
$1M
BWP
816
BSW Wealth Partners
Colorado
$1,000K
BFA
817
Brown Financial Advisory
Alabama
$994K
BF
818
Bonfire Financial
Colorado
$988K
ECM
819
Evergreen Capital Management
Washington
$988K
HC
820
Hoese & Co
Minnesota
$983K
HWM
821
Hemington Wealth Management
Virginia
$981K
SCI
822
S&CO Inc
Massachusetts
$980K
EI
823
Ellevest Inc
New York
$980K
FIA
824
Foundations Investment Advisors
Arizona
$979K
MWM
825
Meridian Wealth Management
Kentucky
$979K