IWD icon

iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 645 increasing their positions, 546 reducing their positions, and 59 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: $ → $

8% more funds holding

Funds holding: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

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

Holders
1,878
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
FCAM
1201
First Citizens Asset Management
North Carolina
$495K
OIM
1202
Oder Investment Management
California
$495K
PAM
1203
Palisade Asset Management
Minnesota
$491K
GSEP
1204
Golden State Equity Partners
California
$491K
BPWM
1205
BCS Private Wealth Management
New Jersey
$491K
EIP
1206
Ellis Investment Partners
Pennsylvania
$489K
AFG
1207
Atomi Financial Group
New York
$489K
HP
1208
HT Partners
Connecticut
$488K
HFA
1209
High Falls Advisors
New York
$488K
PCM
1210
Parsons Capital Management
Rhode Island
$488K
AA
1211
Aufman Associates
Pennsylvania
$486K
KA
1212
Kovack Advisors
Florida
$486K
HFS
1213
Heritage Financial Services
Massachusetts
$485K
SW
1214
SVB Wealth
Massachusetts
$485K
AIP
1215
Alexis Investment Partners
Texas
$480K
FC
1216
Fusion Capital
South Carolina
$480K
LCAM
1217
London & Capital Asset Management
United Kingdom
$479K
CFG
1218
Clayton Financial Group
Missouri
$478K
PIA
1219
Petredis Investment Advisors
Pennsylvania
$477K
LSPW
1220
Lake Street Private Wealth
Illinois
$476K
TIM
1221
Tortoise Investment Management
New York
$473K
MSA
1222
Marino Stram & Associates
Massachusetts
$471K
PW
1223
PUREfi Wealth
Massachusetts
$471K
TCM
1224
Towercrest Capital Management
Pennsylvania
$470K
PTP
1225
Platform Technology Partners
New York
$470K