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 %
GAA
1151
Global Assets Advisory
Florida
$407K +$407K +2,289 New
SFP
1152
Strategic Financial Partners
Oregon
$407K
JC
1153
Jentner Corp
Ohio
$406K -$4.89K -26 -1%
AA
1154
Armis Advisers
Georgia
$405K +$405K +2,222 New
GC
1155
Gibson Capital
Pennsylvania
$404K
CWG
1156
Cornerstone Wealth Group
North Carolina
$403K
GTAM
1157
Global Trust Asset Management
Florida
$402K -$22.6K -120 -5%
DFG
1158
Delta Financial Group
New Jersey
$402K -$3.04K -16 -0.8%
PWM
1159
Power Wealth Management
Georgia
$401K -$5.65K -30 -1%
TSWM
1160
Tyler-Stone Wealth Management
Ohio
$401K
WAM
1161
Weatherly Asset Management
California
$400K
CAAM
1162
Cornerstone Advisors Asset Management
Pennsylvania
$396K +$396K +2,103 New
SFWC
1163
Strategic Family Wealth Counselors
New Jersey
$395K +$1.13K +6 +0.3%
AIA
1164
AssuredPartners Investment Advisors
Florida
$395K -$3.95K -21 -1%
AA
1165
Advisory Alpha
Michigan
$395K +$564 +3 +0.1%
Fisher Asset Management
1166
Fisher Asset Management
Washington
$394K -$392K -2,085 -50%
TCA
1167
Transcend Capital Advisors
New Jersey
$394K -$17.9K -95 -4%
MC
1168
McCarthy & Cox
Ohio
$393K -$37.4K -199 -9%
WH
1169
Willner & Heller
California
$392K +$1.69K +9 +0.4%
SAM
1170
Smartleaf Asset Management
Massachusetts
$392K +$201K +1,080 +106%
MHI
1171
Miller Howard Investments
New York
$392K -$602K -3,198 -61%
LKWM
1172
Lee-Kelleher Wealth Management
Maryland
$392K
TPW
1173
Talon Private Wealth
Florida
$389K +$389K +2,018 New
FLP
1174
Financial Life Planners
Arizona
$388K +$26.5K +141 +7%
Russell Investments Group
1175
Russell Investments Group
United Kingdom
$387K +$6.02K +32 +2%