IWD icon

iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,864
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
HP
1201
HT Partners
Connecticut
$488K
HFA
1202
High Falls Advisors
New York
$488K
PCM
1203
Parsons Capital Management
Rhode Island
$488K
AA
1204
Aufman Associates
Pennsylvania
$486K
KA
1205
Kovack Advisors
Florida
$486K
HFS
1206
Heritage Financial Services
Massachusetts
$485K
SW
1207
SVB Wealth
Massachusetts
$485K
AIP
1208
Alexis Investment Partners
Texas
$480K
FC
1209
Fusion Capital
South Carolina
$480K
LCAM
1210
London & Capital Asset Management
United Kingdom
$479K
CFG
1211
Clayton Financial Group
Missouri
$478K
PIA
1212
Petredis Investment Advisors
Pennsylvania
$477K
LSPW
1213
Lake Street Private Wealth
Illinois
$476K
TIM
1214
Tortoise Investment Management
New York
$473K
MSA
1215
Marino Stram & Associates
Massachusetts
$471K
PW
1216
PUREfi Wealth
Massachusetts
$471K
TCM
1217
Towercrest Capital Management
Pennsylvania
$470K
PTP
1218
Platform Technology Partners
New York
$470K
SLG
1219
Stanley-Laman Group
Pennsylvania
$468K
HCM
1220
Hollencrest Capital Management
California
$467K
WI
1221
WrapManager Inc
California
$467K
TI
1222
Truepoint Inc
Ohio
$466K
CCFM
1223
Clear Creek Financial Management
Washington
$466K
CF
1224
Clarity Financial
Texas
$465K
RDFA
1225
Ritter Daniher Financial Advisory
Ohio
$462K