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
GS
126
GTS Securities
New York
$26.5M
RIM
127
Ryan Investment Management
Colorado
$26.5M
SC
128
Savant Capital
Illinois
$26.3M
OS
129
Objectivity Squared
South Carolina
$26.2M
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$26.1M
ANTB
131
AMG National Trust Bank
Colorado
$25.9M
PWM
132
Proathlete Wealth Management
Florida
$25.8M
AQR Capital Management
133
AQR Capital Management
Connecticut
$25.5M
RRAM
134
River Road Asset Management
Kentucky
$25.5M
MT
135
Midwest Trust
Kansas
$25.4M
CAL
136
Capital Advisors Ltd
Ohio
$24.6M
IC
137
IEQ Capital
California
$24.3M
TA
138
TruWealth Advisors
Louisiana
$24.1M
Envestnet Portfolio Solutions
139
Envestnet Portfolio Solutions
Illinois
$23.6M
Neuberger Berman Group
140
Neuberger Berman Group
New York
$23.5M
EIG
141
Ellenbecker Investment Group
Wisconsin
$23M
AG
142
Ascent Group
Virginia
$22.9M
SIM
143
Stratos Investment Management
Ohio
$22.6M
CG
144
Corundum Group
Colorado
$22.6M
SA
145
Sanctuary Advisors
Indiana
$22.4M
LA
146
LWM Advisors
California
$22.2M
PA
147
PFW Advisors
Georgia
$22.2M
BCM
148
BTC Capital Management
Iowa
$22.1M
TPCW
149
TD Private Client Wealth
New York
$21.9M
FB
150
Fulton Bank
Pennsylvania
$21.1M