IWD icon

iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 645 increasing their positions, 546 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: $ → $

8% more funds holding

Funds holding: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
RRWA
1351
Rainey & Randall Wealth Advisors
Florida
$362K
HWP
1352
Highline Wealth Partners
California
$361K
FLP
1353
Financial Life Planners
Arizona
$360K
CCM
1354
Compass Capital Management
Minnesota
$360K
FPCG
1355
Forum Private Client Group
Indiana
$359K
EWA
1356
Emergent Wealth Advisors
New York
$359K
OLA
1357
Oliver Luxxe Assets
New Jersey
$354K
GWP
1358
Gateway Wealth Partners
Wisconsin
$354K
TH
1359
Team Hewins
California
$353K
FA
1360
Fountainhead AM
New Jersey
$350K
CPA
1361
Cathy Pareto & Associates
Florida
$350K
FMTCOCP
1362
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$350K
RG
1363
Rathbones Group
United Kingdom
$350K
ERWM
1364
Elk River Wealth Management
Colorado
$350K
PRAG
1365
Portfolio Resources Advisor Group
Florida
$349K
EI
1366
EFG International
$349K
APC
1367
Aspire Private Capital
North Carolina
$349K
SFS
1368
Sharp Financial Services
Pennsylvania
$349K
KMWM
1369
Keudell/Morrison Wealth Management
Oregon
$348K
WMP
1370
Wealth Management Partners
Arizona
$348K
Belvedere Trading
1371
Belvedere Trading
Illinois
$347K
FCAS
1372
First Command Advisory Services
Texas
$347K
SEEDPG
1373
S.E.E.D. Planning Group
New York
$347K
JFA
1374
JNBA Financial Advisors
Minnesota
$347K
CIBC World Market
1375
CIBC World Market
Ontario, Canada
$346K