IWD icon

iShares Russell 1000 Value ETF

1,720 hedge funds and large institutions have $50.1B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 579 increasing their positions, 573 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

1% less funds holding in top 10

Funds holding in top 10: 104103 (-1)

3.07% less ownership

Funds ownership: 81.77%78.7% (-3.1%)

87% less call options, than puts

Call options by funds: $138M | Put options by funds: $1.07B

Holders
1,720
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
$138M
Puts
$1.07B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1301
HM Payson & Co
Maine
$305K
SPC
1302
Spirepoint Private Client
Florida
$303K
MYIA
1303
Mount Yale Investment Advisors
Colorado
$303K
WG
1304
Watchman Group
Texas
$303K
SCM
1305
Stonehearth Capital Management
Massachusetts
$302K
BW
1306
BIP Wealth
Georgia
$301K
AFA
1307
Allium Financial Advisors
Oregon
$301K
DA
1308
Doliver Advisors
Texas
$301K
BHA
1309
Beech Hill Advisors
New York
$301K
TWP
1310
Triad Wealth Partners
Kansas
$298K
SAG
1311
SageView Advisory Group
California
$298K
TC
1312
Trust Company
Kansas
$297K
EL
1313
EWA LLC
Pennsylvania
$297K
LWMT
1314
Legacy Wealth Management (Tennessee)
Tennessee
$297K
TCOT
1315
Trust Company of Toledo
Ohio
$296K
PWP
1316
Private Wealth Partners
California
$293K
PF
1317
PlanWiser Financial
Colorado
$292K
TIM
1318
Thompson Investment Management
Wisconsin
$291K
BCM
1319
Boreal Capital Management
Florida
$291K
WBG
1320
Wharton Business Group
Pennsylvania
$291K
WA
1321
Wealth Architects
California
$291K
VC
1322
Vestor Capital
Illinois
$289K
FPTW
1323
Franklin, Parlapiano, Turner & Welch
Texas
$288K
EIP
1324
Easterly Investment Partners
Massachusetts
$288K
RWP
1325
Ridgecrest Wealth Partners
California
$287K