IWD icon

iShares Russell 1000 Value ETF

1,731 hedge funds and large institutions have $51.8B 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, 614 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:

10% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 614

12% less funds holding in top 10

Funds holding in top 10: 10391 (-12)

94% less call options, than puts

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

Holders
1,731
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
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
SCM
1301
Stonehearth Capital Management
Massachusetts
$316K
LWM
1302
Liberty Wealth Management
California
$316K
DA
1303
Doliver Advisors
Texas
$316K
BHA
1304
Beech Hill Advisors
New York
$315K
JFA
1305
JNBA Financial Advisors
Minnesota
$315K
EL
1306
EWA LLC
Pennsylvania
$312K
SW
1307
SteelPeak Wealth
California
$312K
TC
1308
Trust Company
Kansas
$312K
EC
1309
EdgeRock Capital
Colorado
$311K
TCOT
1310
Trust Company of Toledo
Ohio
$310K
SSWM
1311
Smith Salley Wealth Management
North Carolina
$309K
PWP
1312
Private Wealth Partners
California
$307K
PWMAG
1313
Pinnacle Wealth Management Advisory Group
New Jersey
$306K
LWMT
1314
Legacy Wealth Management (Tennessee)
Tennessee
$306K
BL
1315
Balentine LLC
Georgia
$306K
TIM
1316
Thompson Investment Management
Wisconsin
$305K
AHB
1317
Abner Herrman & Brock
New Jersey
$305K
WA
1318
Wealth Architects
California
$305K
WBG
1319
Wharton Business Group
Pennsylvania
$305K
FPTW
1320
Franklin, Parlapiano, Turner & Welch
Texas
$302K
EIP
1321
Easterly Investment Partners
Massachusetts
$302K
RWP
1322
Ridgecrest Wealth Partners
California
$301K
SWM
1323
Stockman Wealth Management
Montana
$300K
PF
1324
PlanWiser Financial
Colorado
$300K
CPCM
1325
Cardinal Point Capital Management
Ontario, Canada
$299K