IWD icon

iShares Russell 1000 Value ETF

1,730 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 550 increasing their positions, 614 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: $ → $

more funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 614

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
1,730
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
BSA
1451
Braun Stacey Associates
New York
$231K
NFA
1452
Northern Financial Advisors
Michigan
$231K
HAM
1453
Harmony Asset Management
Arizona
$230K
CWM
1454
Collaborative Wealth Management
Florida
$230K
PCA
1455
Prosperity Capital Advisors
Ohio
$229K
IRP
1456
Investment Research Partners
Pennsylvania
$229K
HG
1457
Harbor Group
New Hampshire
$228K
HC
1458
Headland Capital
South Carolina
$228K
SFG
1459
SNS Financial Group
Minnesota
$227K
JC
1460
JB Capital
Connecticut
$227K
JTWM
1461
Jackson Thornton Wealth Management
Alabama
$227K
TLFA
1462
True Link Financial Advisors
California
$226K
IA
1463
Inspire Advisors
Idaho
$226K
IWS
1464
Insight Wealth Strategies
California
$225K
KCM
1465
Kathmere Capital Management
Pennsylvania
$225K
NL
1466
NVWM LLC
Pennsylvania
$224K
VFG
1467
V2 Financial group
Illinois
$224K
BWMG
1468
Barnes Wealth Management Group
California
$224K
SSW
1469
Stone Summit Wealth
Florida
$221K
KL
1470
KilterHowling LLC
Colorado
$221K
VAF
1471
Values Added Financial
District of Columbia
$220K
MSWA
1472
Marshall & Sterling Wealth Advisors
New York
$220K
RC
1473
Roundview Capital
New Jersey
$220K
KIM
1474
Kestra Investment Management
Texas
$220K
AIM
1475
Advyzon Investment Management
Illinois
$219K