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
CB
876
Cadence Bank
Mississippi
$850K
MPWT
877
MassMutual Private Wealth & Trust
Connecticut
$845K
TAM
878
Titleist Asset Management
Texas
$844K
FHA
879
Flagship Harbor Advisors
Massachusetts
$843K
MA
880
Mezzasalma Advisors
New Jersey
$842K
PAM
881
Palisade Asset Management
Minnesota
$839K
NF
882
Nvest Financial
New Hampshire
$838K
HFS
883
Hoge Financial Services
Pennsylvania
$837K
MPW
884
Magnolia Private Wealth
Pennsylvania
$837K
CGPCS
885
Capital Group Private Client Services
California
$828K
IWP
886
Invenio Wealth Partners
Florida
$824K
BC
887
Barnett & Company
Tennessee
$824K
FAIM
888
Financial Advocates Investment Management
Washington
$822K
EA
889
Evergreen Advisors
Tennessee
$821K
AFG
890
ABLE Financial Group
Arizona
$816K
JIR
891
James Investment Research
Ohio
$815K
PCMC
892
Paragon Capital Management (Colorado)
Colorado
$814K
CFO
893
CVA Family Office
Colorado
$812K
WPC
894
Wedmont Private Capital
Pennsylvania
$808K
PIFP
895
Partners in Financial Planning
Virginia
$806K
GRA
896
Golden Road Advisors
Florida
$804K
LTL
897
Lowery Thomas LLC
California
$794K
WIC
898
Woodmont Investment Counsel
Tennessee
$794K
AIS
899
American Investment Services
Massachusetts
$792K
RA
900
Rodgers & Associates
Pennsylvania
$791K