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
VCM
1051
Virtue Capital Management
Tennessee
$724K
AA
1052
Auxano Advisors
Washington
$724K
SP
1053
Stonebrook Private
Michigan
$723K
GIP
1054
Greatmark Investment Partners
Georgia
$718K
JIP
1055
Jaffetilchin Investment Partners
Florida
$717K
CFP
1056
Cascade Financial Partners
California
$715K
WP
1057
Westmount Partners
California
$713K
IAA
1058
Independent Advisor Alliance
North Carolina
$711K
MIM
1059
Miller Investment Management
Pennsylvania
$708K
BTD
1060
BankPlus Trust Department
Mississippi
$707K
HIS
1061
Harvest Investment Services
Illinois
$701K
VCM
1062
Vivaldi Capital Management
Illinois
$700K
BB
1063
Bell Bank
North Dakota
$699K
AWM
1064
AAF Wealth Management
Massachusetts
$696K
HW
1065
HORAN Wealth
Ohio
$695K
FI
1066
Financial Insights
Washington
$692K
KFC
1067
Klingenstein Fields & Co
New York
$691K
JAA
1068
Joel Adams & Associates
North Carolina
$690K
MWM
1069
Melfa Wealth Management
Massachusetts
$689K
T. Rowe Price Associates
1070
T. Rowe Price Associates
Maryland
$687K
FSA
1071
Fort Sheridan Advisors
Illinois
$685K
Empower Advisory Group
1072
Empower Advisory Group
Colorado
$685K
GSWM
1073
Greenup Street Wealth Management
Michigan
$685K
WA
1074
WBH Advisory
Maryland
$680K
CIAS
1075
Capital Investment Advisory Services
North Carolina
$679K