IWD icon

iShares Russell 1000 Value ETF

1,690 hedge funds and large institutions have $50.4B invested in iShares Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 518 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,690
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.96%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.41%
New
119
Increased
518
Reduced
641
Closed
110
Calls
$114M
Puts
$1.11B
Net Calls
-$992M
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
1526
SYM Financial Corp
Indiana
$99.2K
PWM
1527
Provident Wealth Management
Tennessee
$97.1K +$94.1K +500 +3,125%
WF
1528
Wayfinding Financial
Washington
$95K +$95K +505 New
CTWM
1529
Cherry Tree Wealth Management
Minnesota
$93.7K +$7.72K +41 +9%
JHCP
1530
Jackson Hole Capital Partners
Oklahoma
$93.5K +$47K +250 +101%
UCB
1531
United Community Bank
South Carolina
$92.6K
BWM
1532
Bernard Wealth Management
Michigan
$91.6K
AIA
1533
Arcadia Investment Advisors
Idaho
$90.9K
CWP
1534
Concord Wealth Partners
Virginia
$90.5K +$74.1K +394 +453%
ETS
1535
ESL Trust Services
New York
$90.1K
CICI
1536
Capital Investment Counsel Inc
North Carolina
$89.4K +$70.6K +375 +375%
HFS
1537
Hopwood Financial Services
Virginia
$89.2K
S
1538
Sachetta
Massachusetts
$88.4K
TF
1539
Tompkins Financial
New York
$86.9K
IRC
1540
Investors Research Corp
Georgia
$86.2K
TCM
1541
TD Capital Management
Tennessee
$85.4K
SCM
1542
Sterling Capital Management
North Carolina
$84.7K -$10.6M -56,473 -99%
SIS
1543
Sound Income Strategies
Florida
$79K +$24.1K +128 +44%
HHGA
1544
Halbert Hargrove Global Advisors
California
$78.8K +$46.1K +245 +141%
NWM
1545
Nova Wealth Management
Florida
$77K
FMB
1546
Field & Main Bank
Kentucky
$76.6K
NC
1547
North Capital
Utah
$74.5K +$74.5K +396 New
CFFP
1548
Center for Financial Planning
Michigan
$73.4K
ST
1549
Smithfield Trust
Pennsylvania
$73K
IA
1550
IFS Advisors
Kansas
$72.1K