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
TPWM
1476
Twelve Points Wealth Management
Massachusetts
$216K
VDI
1477
Vaughan David Investments
Illinois
$216K
TWM
1478
Tanglewood Wealth Management
Texas
$215K
AFM
1479
Armstrong Fleming & Moore
District of Columbia
$215K
CPG
1480
Cornerstone Planning Group
New Jersey
$215K
BIG
1481
Builder Investment Group
Georgia
$215K
TCM
1482
Tandem Capital Management
New Jersey
$215K
SDWMA
1483
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K
SIAG
1484
Safeguard Investment Advisory Group
California
$214K
MPIA
1485
Mountain Pacific Investment Advisers
Idaho
$214K
AWM
1486
Arista Wealth Management
Nevada
$214K
LIA
1487
Luken Investment Analytics
Tennessee
$213K
RPSA
1488
Richard P. Slaughter Associates
Texas
$212K
BWFA
1489
Baltimore-Washington Financial Advisors
Maryland
$212K
TFS
1490
Thoroughbred Financial Services
Tennessee
$210K
CWA
1491
Clarity Wealth Advisors
California
$209K
LFP
1492
Lakeshore Financial Planning
Michigan
$209K
GPA
1493
Guerra Pan Advisors
New Jersey
$209K
HFO
1494
Heritage Family Offices
Arizona
$209K
CAI
1495
Capital Advisors Inc
Oklahoma
$208K
TFM
1496
TFC Financial Management
Massachusetts
$208K
WTFG
1497
Wells Trecaso Financial Group
Ohio
$208K
WWA
1498
Wingate Wealth Advisors
Massachusetts
$207K
HC
1499
Hurley Capital
New York
$207K
TFG
1500
Tilson Financial Group
New Jersey
$207K