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
MGWA
1426
Monument Group Wealth Advisors
Massachusetts
$239K
JSL
1427
JT Stratford LLC
Georgia
$239K
TFO
1428
Tarbox Family Office
California
$239K
1WA
1429
180 Wealth Advisors
Washington
$239K
CRI
1430
Commonwealth Retirement Investments
Virginia
$237K
FAC
1431
Financial Advisory Corporation
Michigan
$237K
QFW
1432
QTR Family Wealth
Florida
$237K
LGA
1433
Lebenthal Global Advisors
New York
$236K
SG
1434
Sharper & Granite
California
$236K
FWP
1435
Falcon Wealth Planning
California
$236K
RS
1436
Retirement Solution
Washington
$236K
NG
1437
Novem Group
New York
$234K
PP
1438
Patten & Patten
Tennessee
$234K
PIMG
1439
Patriot Investment Management Group
Tennessee
$233K
SAM
1440
SP Asset Management
California
$233K
TCB
1441
Texas Capital Bancshares
Texas
$233K
BB
1442
Berkshire Bank
Massachusetts
$233K
FWA
1443
FSM Wealth Advisors
Ohio
$231K
BSA
1444
Braun Stacey Associates
New York
$231K
NFA
1445
Northern Financial Advisors
Michigan
$231K
HAM
1446
Harmony Asset Management
Arizona
$230K
CWM
1447
Collaborative Wealth Management
Florida
$230K
PCA
1448
Prosperity Capital Advisors
Ohio
$229K
HG
1449
Harbor Group
New Hampshire
$228K
HC
1450
Headland Capital
South Carolina
$228K