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
WS
1326
Wilian Securities
Minnesota
$374K
JSL
1327
JT Stratford LLC
Georgia
$373K
MC
1328
Matisse Capital
Oregon
$371K
AWM
1329
Altus Wealth Management
Kentucky
$370K
UFPG
1330
United Financial Planning Group
New York
$370K
PEA
1331
Park Edge Advisors
Ohio
$368K
FW
1332
Fairway Wealth
Ohio
$367K
SC
1333
Schoolcraft Capital
Colorado
$367K
VPF
1334
Vantage Point Financial
Illinois
$367K
PB
1335
Pinnacle Bancorp
Nebraska
$367K
CFA
1336
CWS Financial Advisors
Michigan
$365K
AWMG
1337
Alliance Wealth Management Group
New Jersey
$363K
IC
1338
Inscription Capital
Texas
$363K
RWM
1339
Riverbend Wealth Management
South Carolina
$362K
RRWA
1340
Rainey & Randall Wealth Advisors
Florida
$362K
HWP
1341
Highline Wealth Partners
California
$361K
FLP
1342
Financial Life Planners
Arizona
$360K
CCM
1343
Compass Capital Management
Minnesota
$360K
FPCG
1344
Forum Private Client Group
Indiana
$359K
EWA
1345
Emergent Wealth Advisors
New York
$359K
OLA
1346
Oliver Luxxe Assets
New Jersey
$354K
GWP
1347
Gateway Wealth Partners
Wisconsin
$354K
TH
1348
Team Hewins
California
$353K
FA
1349
Fountainhead AM
New Jersey
$350K
CPA
1350
Cathy Pareto & Associates
Florida
$350K