IWD icon

iShares Russell 1000 Value ETF

1,715 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 547 increasing their positions, 607 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: $ → $

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 607

12% less funds holding in top 10

Funds holding in top 10: 10391 (-12)

94% less call options, than puts

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

Holders
1,715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
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
SCM
1051
Schnieders Capital Management
California
$547K
TWM
1052
TCFG Wealth Management
California
$545K
AMG
1053
APS Management Group
California
$545K
AWM
1054
Activest Wealth Management
Florida
$545K
M
1055
MOTCO
Texas
$544K
EW
1056
Elyxium Wealth
California
$543K
TAM
1057
Townsend Asset Management
North Carolina
$542K
SAW
1058
Signal Advisors Wealth
Michigan
$539K
RCA
1059
Runnymede Capital Advisors
Ohio
$539K
SHFA
1060
SC&H Financial Advisors
Maryland
$538K
GKWIM
1061
Gerber Kawasaki Wealth & Investment Management
California
$537K
BF
1062
Brogan Financial
Tennessee
$537K
Empower Advisory Group
1063
Empower Advisory Group
Colorado
$537K
KA
1064
Klingman & Associates
New York
$536K
ESB
1065
Essex Savings Bank
Connecticut
$535K
RPGK
1066
Retirement Planning Group (Kansas)
Kansas
$534K
CWM
1067
Chicago Wealth Management
Illinois
$534K
SFG
1068
Sovereign Financial Group
Connecticut
$534K
YIA
1069
YHB Investment Advisors
Connecticut
$533K
TM
1070
TigerOak Management
New Mexico
$533K
WCM
1071
WealthBridge Capital Management
Ohio
$532K
NRI
1072
NFP Retirement Inc
California
$531K
SLG
1073
Stanley-Laman Group
Pennsylvania
$528K
HPIA
1074
Hamilton Point Investment Advisors
North Carolina
$527K
OBWG
1075
Onyx Bridge Wealth Group
New York
$526K