IWD icon

iShares Russell 1000 Value ETF

1,731 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 551 increasing their positions, 613 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:

10% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 613

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
1,731
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
AA
1051
Aire Advisors
California
$555K
GWA
1052
Genesis Wealth Advisors
Massachusetts
$552K
BW
1053
BIP Wealth
Georgia
$549K
FRA
1054
Front Row Advisors
California
$549K
AT
1055
Arlington Trust
Alabama
$548K
SCM
1056
Schnieders Capital Management
California
$547K
TWM
1057
TCFG Wealth Management
California
$545K
AMG
1058
APS Management Group
California
$545K
AWM
1059
Activest Wealth Management
Florida
$545K
M
1060
MOTCO
Texas
$544K
EW
1061
Elyxium Wealth
California
$543K
TAM
1062
Townsend Asset Management
North Carolina
$542K
SAW
1063
Signal Advisors Wealth
Michigan
$539K
RCA
1064
Runnymede Capital Advisors
Ohio
$539K
SHFA
1065
SC&H Financial Advisors
Maryland
$538K
GKWIM
1066
Gerber Kawasaki Wealth & Investment Management
California
$537K
BF
1067
Brogan Financial
Tennessee
$537K
Empower Advisory Group
1068
Empower Advisory Group
Colorado
$537K
KA
1069
Klingman & Associates
New York
$536K
ESB
1070
Essex Savings Bank
Connecticut
$535K
RPGK
1071
Retirement Planning Group (Kansas)
Kansas
$534K
SFG
1072
Sovereign Financial Group
Connecticut
$534K
CWM
1073
Chicago Wealth Management
Illinois
$534K
YIA
1074
YHB Investment Advisors
Connecticut
$533K
TM
1075
TigerOak Management
New Mexico
$533K