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
WCM
1076
WealthBridge Capital Management
Ohio
$532K
NRI
1077
NFP Retirement Inc
California
$531K
SLG
1078
Stanley-Laman Group
Pennsylvania
$528K
HPIA
1079
Hamilton Point Investment Advisors
North Carolina
$527K
OBWG
1080
Onyx Bridge Wealth Group
New York
$526K
PW
1081
PUREfi Wealth
Massachusetts
$526K
BFO
1082
Biltmore Family Office
North Carolina
$524K
PCA
1083
Providence Capital Advisors
North Carolina
$523K
OA
1084
Operose Advisors
Wisconsin
$522K
SFWC
1085
Strategic Family Wealth Counselors
New Jersey
$519K
AIC
1086
Archer Investment Corporation
Indiana
$514K
SHGA
1087
Sand Hill Global Advisors
California
$513K
CC
1088
Cypress Capital
Tennessee
$513K
FMTC
1089
Farmers & Merchants Trust Company
California
$512K
LPAM
1090
Lodestar Private Asset Management
California
$511K
GGS
1091
Galvin Gaustad & Stein
Arizona
$511K
WCP
1092
Wealthcare Capital Partners
Pennsylvania
$510K
TWA
1093
Talisman Wealth Advisors
New Jersey
$509K
IA
1094
Insight Advisors
Pennsylvania
$508K
CPBTD
1095
Central Pacific Bank - Trust Division
Hawaii
$502K
BFS
1096
Beacon Financial Strategies
North Carolina
$500K
HBW
1097
Hazlett, Burt & Watson
West Virginia
$498K
CA
1098
CoreCap Advisors
Michigan
$498K
GCM
1099
Gallacher Capital Management
Colorado
$494K
Members Trust
1100
Members Trust
Florida
$494K