IWD icon

iShares Russell 1000 Value ETF

1,738 hedge funds and large institutions have $51.9B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 550 increasing their positions, 618 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 10392 (-11)

11% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 618

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$67.8M
Puts
$1.08B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPP
1226
Single Point Partners
Massachusetts
$371K
CAM
1227
Campion Asset Management
Virginia
$370K
DCM
1228
DGS Capital Management
New Jersey
$370K
PGA
1229
Portland Global Advisors
Maine
$369K
Wealthfront Advisers
1230
Wealthfront Advisers
California
$368K
CCG
1231
Cypress Capital Group
Florida
$367K
GKIM
1232
GW&K Investment Management
Massachusetts
$367K
MAS
1233
Meeder Advisory Services
Ohio
$367K
FA
1234
Fiduciary Alliance
South Carolina
$366K
RG
1235
Rathbones Group
United Kingdom
$366K
ME
1236
McIlrath & Eck
Washington
$366K
CFA
1237
CWS Financial Advisors
Michigan
$366K
EPM
1238
Elm Partners Management
Pennsylvania
$362K
FW
1239
Fairway Wealth
Ohio
$362K
TW
1240
TritonPoint Wealth
Maryland
$362K
FLP
1241
Financial Life Planners
Arizona
$361K
VPF
1242
Vantage Point Financial
Illinois
$359K
PB
1243
Pinnacle Bancorp
Nebraska
$359K
MC
1244
Matisse Capital
Oregon
$359K
AWM
1245
Altus Wealth Management
Kentucky
$359K
FNB
1246
Farmers National Bank
Kentucky
$357K
WMP
1247
Wealth Management Partners
Arizona
$356K
SS
1248
Sunbelt Securities
Texas
$356K
PCH
1249
PGIM Custom Harvest
New Jersey
$356K
PEA
1250
Park Edge Advisors
Ohio
$356K