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
FWM
1351
FFT Wealth Management
Pennsylvania
$272K
CFP
1352
Catalyst Financial Partners
Massachusetts
$272K
MBTD
1353
Mechanics Bank - Trust Department
California
$272K
SIAS
1354
Summit Investment Advisory Services
Minnesota
$272K
NWAG
1355
Net Worth Advisory Group
Utah
$270K
SFC
1356
Strategic Financial Concepts
Texas
$270K
Koshinski Asset Management
1357
Koshinski Asset Management
Illinois
$269K
NQWM
1358
Northwest Quadrant Wealth Management
Oregon
$269K
FAM
1359
Formidable Asset Management
Ohio
$269K
HGWM
1360
Horst & Graben Wealth Management
Oregon
$268K
GSEP
1361
Golden State Equity Partners
California
$268K
NB
1362
NBT Bank
New York
$267K
PA
1363
Planning Alternatives
Michigan
$267K
LNB
1364
Ledyard National Bank
$265K
SSWM
1365
Smith Salley Wealth Management
North Carolina
$265K
CM
1366
Cornerstone Management
Georgia
$264K
DCM
1367
Donaldson Capital Management
Indiana
$263K
TCM
1368
Traynor Capital Management
Pennsylvania
$262K
GWM
1369
GSB Wealth Management
Connecticut
$262K
FA
1370
Fermata Advisors
California
$261K
GAG
1371
GM Advisory Group
New York
$261K
DWP
1372
Daymark Wealth Partners
Ohio
$261K
BHWM
1373
Beaird Harris Wealth Management
Texas
$260K
SWM
1374
Selective Wealth Management
Virginia
$260K
M
1375
MOTCO
Texas
$260K