IWD icon

iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
WIM
826
Warwick Investment Management
Texas
$1.27M
TWP
827
TFO Wealth Partners
Ohio
$1.27M
TP
828
Tranquility Partners
Tennessee
$1.27M
ECM
829
Evergreen Capital Management
Washington
$1.26M
TCOTS
830
Trust Company of the South
North Carolina
$1.26M
SIA
831
SkyView Investment Advisors
New Jersey
$1.26M
SIC
832
Sigma Investment Counselors
Michigan
$1.25M
UB
833
Umpqua Bank
Oregon
$1.25M
TWM
834
Thrive Wealth Management
Pennsylvania
$1.25M
MWM
835
Meridian Wealth Management
Kentucky
$1.25M
Russell Investments Group
836
Russell Investments Group
United Kingdom
$1.24M
MWM
837
Mascoma Wealth Management
New Hampshire
$1.24M
WP
838
WealthShield Partners
North Carolina
$1.24M
CA
839
Capital Advantage
California
$1.23M
FPW
840
Fairvoy Private Wealth
Alabama
$1.23M
EWA
841
Encompass Wealth Advisors
Oregon
$1.22M
CIA
842
Choate Investment Advisors
Massachusetts
$1.22M
FPCP
843
Fort Point Capital Partners
California
$1.22M
KFP
844
KMG Fiduciary Partners
Ohio
$1.22M
BMWM
845
Brown Miller Wealth Management
Virginia
$1.21M
PCP
846
Proficio Capital Partners
Massachusetts
$1.21M
TNB
847
Thomasville National Bank
Georgia
$1.21M
JCM
848
Jacobi Capital Management
Pennsylvania
$1.2M
BCA
849
Bay Colony Advisors
Massachusetts
$1.2M
MC
850
Middleton & Co
Massachusetts
$1.2M