IWD icon

iShares Russell 1000 Value ETF

1,738 hedge funds and large institutions have $51.9B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 550 increasing their positions, 618 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: $ → $

more funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 10392 (-11)

11% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 618

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
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
ECM
826
Evergreen Capital Management
Washington
$1.04M
BFA
827
Brown Financial Advisory
Alabama
$1.03M
SCI
828
S&CO Inc
Massachusetts
$1.03M
TCM
829
Tassel Capital Management
North Carolina
$1.02M
HWM
830
Hemington Wealth Management
Virginia
$1.02M
CCM
831
Coldstream Capital Management
Washington
$1.02M
PFG
832
Pacific Financial Group
Washington
$1.01M
BFA
833
Beaumont Financial Advisors
Massachusetts
$1.01M
HC
834
Hoese & Co
Minnesota
$1.01M
SP
835
Symmetry Partners
Connecticut
$1.01M
ATC
836
Adirondack Trust Company
New York
$995K
EWA
837
Elevate Wealth Advisory
Georgia
$990K
PG
838
Patten Group
Tennessee
$989K
EFG
839
Embree Financial Group
Illinois
$987K
DWM
840
Dakota Wealth Management
Florida
$979K
UB
841
Umpqua Bank
Oregon
$977K
CGPCS
842
Capital Group Private Client Services
California
$973K
JSSH
843
J. Safra Sarasin Holding
$968K
BFC
844
Bedel Financial Consulting
Indiana
$967K
WP
845
WealthShield Partners
North Carolina
$965K
BWL
846
Bogart Wealth LLC
Virginia
$957K
LT
847
Legacy Trust
Michigan
$956K
LAM
848
Lakewood Asset Management
Illinois
$954K
HSWS
849
Higgins & Schmidt Wealth Strategies
Colorado
$954K
BA
850
Bridgewater Advisors
New York
$951K