IWD icon

iShares Russell 1000 Value ETF

1,881 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 646 increasing their positions, 546 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 1,7411,881 (+140)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,881
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$738M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1476
Donaldson Capital Management
Indiana
$285K
SIC
1477
Sterling Investment Counsel
New York
$284K
PWS
1478
Proactive Wealth Strategies
Georgia
$283K
FA
1479
Fermata Advisors
California
$283K
TW
1480
TritonPoint Wealth
Maryland
$282K
KWM
1481
Keebeck Wealth Management
Illinois
$282K
EFP
1482
EnRich Financial Partners
Wisconsin
$282K
VDC
1483
Van Diest Capital
Iowa
$281K
MW
1484
Members Wealth
Pennsylvania
$281K
PFA
1485
Pillar Financial Advisors
Kentucky
$281K
EFN
1486
Equita Financial Network
Pennsylvania
$281K
SWMP
1487
Signature Wealth Management Partners
New Jersey
$279K
SA
1488
Sicart Associates
New York
$277K
LSA
1489
Lansing Street Advisors
Pennsylvania
$277K
CHAM
1490
Clear Harbor Asset Management
Connecticut
$277K
HR
1491
Howe & Rusling
New York
$276K
TWM
1492
Tanglewood Wealth Management
Texas
$276K
SF
1493
Symphony Financial
Texas
$275K
LFA
1494
Legacy Financial Advisors
Kentucky
$275K
RLIM
1495
Red Lighthouse Investment Management
New York
$275K
MWM
1496
MorganRosel Wealth Management
Colorado
$275K
KCA
1497
Kastel Capital Advisors
Massachusetts
$274K
LWM
1498
Lakeridge Wealth Management
Ohio
$273K
NWP
1499
NerdWallet Wealth Partners
New York
$272K
AFA
1500
Allium Financial Advisors
Oregon
$272K