IWD icon

iShares Russell 1000 Value ETF

1,715 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 547 increasing their positions, 607 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: $ → $

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 607

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
1,715
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
BST
1401
Bath Savings Trust
Maine
$252K
PMWMG
1402
Parr McKnight Wealth Management Group
Minnesota
$252K
WAG
1403
Windsor Advisory Group
Ohio
$252K
AP
1404
Atwood & Palmer
Missouri
$251K
MWA
1405
Muirfield Wealth Advisors
North Carolina
$251K
PC
1406
Pecaut & Co
Iowa
$251K
BPFA
1407
Barnes Pettey Financial Advisors
Mississippi
$249K
LBC
1408
Leigh Baldwin & Co
New York
$249K
AWAP
1409
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$248K
GWM
1410
Greenhouse Wealth Management
Connecticut
$248K
CC
1411
Commons Capital
Massachusetts
$246K
HWMC
1412
Heritage Wealth Management (California)
California
$246K
FRA
1413
Frank Rimerman Advisors
California
$246K
DWP
1414
Daymark Wealth Partners
Ohio
$246K
PWM
1415
Pines Wealth Management
North Carolina
$245K
TC
1416
Trilogy Capital
California
$245K
MTIC
1417
Missouri Trust & Investment Company
Missouri
$244K
UWM
1418
USAdvisors Wealth Management
Minnesota
$244K
EA
1419
Everpar Advisors
Oklahoma
$243K
TFO
1420
Timonier Family Office
North Carolina
$242K
TF
1421
Trek Financial
Arizona
$242K
NAMM
1422
NorthStar Asset Management (Massachusetts)
Massachusetts
$241K
RIM
1423
Redwood Investment Management
Arizona
$241K
EGWAG
1424
Elwood & Goetz Wealth Advisory Group
Georgia
$241K
AFP
1425
Alpha Financial Partners
Kentucky
$239K