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 %
AO
1176
Advisor OS
Illinois
$384K -$278K -1,478 -42%
GA
1177
Greenspring Advisors
Maryland
$384K
TSWM
1178
Triangle Securities Wealth Management
North Carolina
$382K
EC
1179
Elequin Capital
New York
$382K +$382K +2,028 New
AAG
1180
Armstrong Advisory Group
Massachusetts
$380K
FA
1181
Fountainhead AM
New Jersey
$380K +$44.6K +237 +13%
MA
1182
MCF Advisors
Kentucky
$379K
Members Trust
1183
Members Trust
Florida
$378K
MC
1184
Matisse Capital
Oregon
$378K +$188 +1 +0%
WTFG
1185
Wells Trecaso Financial Group
Ohio
$371K
GPW
1186
Gray Private Wealth
Massachusetts
$371K
PEA
1187
Park Edge Advisors
Ohio
$370K -$2.04M -10,842 -85%
HPIA
1188
Hamilton Point Investment Advisors
North Carolina
$370K
CAM
1189
Cozad Asset Management
Illinois
$369K -$40.8K -217 -10%
YIH
1190
Y-Intercept (HK)
Hong Kong
$368K +$70.9K +377 +24%
CCA
1191
Cobblestone Capital Advisors
New York
$368K -$13.2K -70 -3%
MWM
1192
Mascagni Wealth Management
Mississippi
$368K
CAM
1193
Campion Asset Management
Virginia
$366K -$9.41K -50 -3%
AFM
1194
Armstrong Fleming & Moore
District of Columbia
$365K +$365K +1,940 New
RT
1195
Rockland Trust
Massachusetts
$365K
MCA
1196
MSH Capital Advisors
Arizona
$364K -$24.6K -131 -6%
CCP
1197
Cassia Capital Partners
North Carolina
$364K
CIC
1198
Carnegie Investment Counsel
Ohio
$363K
NC
1199
NovaPoint Capital
Georgia
$363K
MP
1200
McDonald Partners
Ohio
$360K