We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: $ → $

9% more funds holding

Funds holding: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
BCA
1326
Bay Capital Advisors
Virginia
$394K
MWP
1327
Madison Wealth Partners
Wisconsin
$394K
IIM
1328
Ironwood Investment Management
Massachusetts
$393K
PGWA
1329
Plus Group Wealth Advisors
Wisconsin
$393K
AWP
1330
Abacus Wealth Partners
California
$391K
MA
1331
MJP Associates
Connecticut
$390K
WT
1332
Washington Trust
Rhode Island
$390K
MP
1333
McDonald Partners
Ohio
$389K
SFP
1334
Strategic Financial Partners
Oregon
$388K
PPW
1335
PACK Private Wealth
Minnesota
$387K
BEI
1336
Benjamin Edwards Inc
Missouri
$387K
SWP
1337
ShoreHaven Wealth Partners
New Jersey
$386K
RWMH
1338
Riverpoint Wealth Management Holdings
Illinois
$386K
JPWM
1339
Jamison Private Wealth Management
Georgia
$385K
CBB
1340
Citizens Business Bank
California
$384K
AGWCA
1341
Annis Gardner Whiting Capital Advisors
Florida
$383K
TF
1342
Trek Financial
Arizona
$383K
CCP
1343
Cassia Capital Partners
North Carolina
$382K
CCG
1344
Cypress Capital Group
Florida
$380K
GKIM
1345
GW&K Investment Management
Massachusetts
$379K
B
1346
Bayban
Minnesota
$375K
EPM
1347
Elm Partners Management
Pennsylvania
$375K
DCM
1348
DGS Capital Management
New Jersey
$374K
AWM
1349
Arista Wealth Management
Nevada
$374K
CTA
1350
Clear Trail Advisors
Texas
$374K