IWD icon

iShares Russell 1000 Value ETF

1,690 hedge funds and large institutions have $50.4B invested in iShares Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 518 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,690
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.96%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.41%
New
119
Increased
518
Reduced
641
Closed
110
Calls
$114M
Puts
$1.11B
Net Calls
-$992M
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1076
Austin Asset Management
Texas
$481K +$93.7K +498 +24%
YIA
1077
YHB Investment Advisors
Connecticut
$479K -$23.9K -127 -5%
CC
1078
Cypress Capital
Tennessee
$474K
OBWG
1079
Onyx Bridge Wealth Group
New York
$473K +$473K +2,516 New
BFO
1080
Biltmore Family Office
North Carolina
$473K
MAS
1081
Meeder Advisory Services
Ohio
$472K -$20.9K -111 -4%
EIA
1082
Edgemoor Investment Advisors
Maryland
$472K -$75.3K -400 -14%
FMTC
1083
Farmers & Merchants Trust Company
California
$470K
JF
1084
JSF Financial
California
$470K +$188 +1 +0%
WCP
1085
Wealthcare Capital Partners
Pennsylvania
$470K +$117K +620 +33%
PWP
1086
Perfromance Wealth Partners
Illinois
$469K -$84.1K -447 -15%
IA
1087
Insight Advisors
Pennsylvania
$468K -$9.04K -48 -2%
FC
1088
Forte Capital
New York
$466K +$27.5K +146 +6%
SFC
1089
Strategic Financial Concepts
Texas
$464K +$376 +2 +0.1%
BW
1090
BIP Wealth
Georgia
$463K -$34.1K -181 -7%
GGS
1091
Galvin Gaustad & Stein
Arizona
$462K
LPAM
1092
Lodestar Private Asset Management
California
$460K +$941 +5 +0.2%
WCM
1093
WealthBridge Capital Management
Ohio
$458K -$96.9K -515 -17%
GCM
1094
Gallacher Capital Management
Colorado
$454K
CFP
1095
Curran Financial Partners
South Carolina
$453K +$5.46K +29 +1%
SIC
1096
Salem Investment Counselors
North Carolina
$452K +$13K +69 +3%
CCT
1097
Capital City Trust
Florida
$449K -$105K -557 -19%
PWM
1098
PBMares Wealth Management
Virginia
$447K
First Trust Advisors
1099
First Trust Advisors
Illinois
$447K +$190K +1,008 +74%
MFS
1100
McNamara Financial Services
Massachusetts
$446K +$42.1K +224 +10%