IWD icon

iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 645 increasing their positions, 546 reducing their positions, and 59 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: $ → $

8% more funds holding

Funds holding: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,878
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
CIA
801
Capital Investment Advisors
Georgia
$1.34M
HC
802
Hourglass Capital
Texas
$1.33M
AC
803
AlphaCore Capital
California
$1.33M
WIA
804
Wetzel Investment Advisors
Indiana
$1.33M
UAG
805
United Advisor Group
Ohio
$1.33M
MAA
806
Matrix Asset Advisors
New York
$1.33M
MSFS
807
Main Street Financial Solutions
Pennsylvania
$1.32M
HI
808
Harbour Investments
Wisconsin
$1.32M
AWA
809
Amplius Wealth Advisors
Pennsylvania
$1.31M
CW
810
CreativeOne Wealth
Kansas
$1.31M
CAC
811
Certified Advisory Corp
Florida
$1.31M
EC
812
Elequin Capital
New York
$1.3M
NAS
813
Nicolet Advisory Services
Wisconsin
$1.3M
AF
814
Apollon Financial
South Carolina
$1.3M
TBT
815
Texas Bank & Trust
Texas
$1.3M
LI
816
LRI Investments
Florida
$1.3M
CWA
817
Crusonia Wealth Advisors
Colorado
$1.3M
BAM
818
Belpointe Asset Management
Nevada
$1.29M
CWM
819
Connecticut Wealth Management
Connecticut
$1.29M
MHI
820
Miller Howard Investments
New York
$1.28M
CRC
821
Curi RMB Capital
Illinois
$1.28M
SFA
822
Seneca Financial Advisors
New York
$1.27M
IAG
823
Investment Advisory Group
Massachusetts
$1.27M
CT
824
Coastline Trust
Rhode Island
$1.27M
WIM
825
Warwick Investment Management
Texas
$1.27M