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
RS
1451
Retirement Solution
Washington
$225K
CST
1452
Charles Schwab Trust
Nevada
$224K
BSA
1453
Braun Stacey Associates
New York
$223K
PP
1454
Patten & Patten
Tennessee
$223K
NG
1455
Novem Group
New York
$222K
BCM
1456
Brookmont Capital Management
Texas
$222K
TCB
1457
Texas Capital Bancshares
Texas
$222K
BB
1458
Berkshire Bank
Massachusetts
$222K
FWA
1459
FSM Wealth Advisors
Ohio
$222K
SAM
1460
SP Asset Management
California
$221K
NFA
1461
Northern Financial Advisors
Michigan
$220K
IWS
1462
Insight Wealth Strategies
California
$220K
EPM
1463
Elm Partners Management
Pennsylvania
$219K
HG
1464
Harbor Group
New Hampshire
$217K
SFG
1465
SNS Financial Group
Minnesota
$217K
JTWM
1466
Jackson Thornton Wealth Management
Alabama
$216K
BWMG
1467
Barnes Wealth Management Group
California
$215K
KCM
1468
Kathmere Capital Management
Pennsylvania
$214K
HNWAG
1469
High Net Worth Advisory Group
Florida
$214K
VFG
1470
V2 Financial group
Illinois
$214K
NL
1471
NVWM LLC
Pennsylvania
$214K
Schroder Investment Management Group
1472
Schroder Investment Management Group
United Kingdom
$214K
CF
1473
Convergence Financial
Missouri
$213K
BIP
1474
Blue Investment Partners
California
$212K
CWM
1475
Collaborative Wealth Management
Florida
$212K