IWD icon

iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
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
$111M
Puts
$738M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMC
1526
Heritage Wealth Management (California)
California
$254K
PWM
1527
Pines Wealth Management
North Carolina
$253K
TC
1528
Trilogy Capital
California
$253K
MTIC
1529
Missouri Trust & Investment Company
Missouri
$252K
TLFA
1530
True Link Financial Advisors
California
$251K
NAMM
1531
NorthStar Asset Management (Massachusetts)
Massachusetts
$250K
TFO
1532
Timonier Family Office
North Carolina
$250K
CAM
1533
Cozad Asset Management
Illinois
$250K
AFP
1534
Alpha Financial Partners
Kentucky
$248K
MGWA
1535
Monument Group Wealth Advisors
Massachusetts
$247K
ISFAN
1536
Investor's Fiduciary Advisor Network
Washington
$247K
1WA
1537
180 Wealth Advisors
Washington
$246K
CRI
1538
Commonwealth Retirement Investments
Virginia
$245K
FAC
1539
Financial Advisory Corporation
Michigan
$245K
SG
1540
Sharper & Granite
California
$244K
FWP
1541
Falcon Wealth Planning
California
$244K
NG
1542
Novem Group
New York
$243K
LCGC
1543
Legacy Capital Group California
California
$242K
SAM
1544
SP Asset Management
California
$242K
PP
1545
Patten & Patten
Tennessee
$242K
LWAM
1546
Legacy Wealth Asset Management
Minnesota
$241K
PIMG
1547
Patriot Investment Management Group
Tennessee
$241K
BHWM
1548
Beaird Harris Wealth Management
Texas
$240K
JTWM
1549
Jackson Thornton Wealth Management
Alabama
$240K
SWM
1550
SK Wealth Management
Rhode Island
$239K