IWD icon

iShares Russell 1000 Value ETF

1,879 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 645 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
PC
1526
Pecaut & Co
Iowa
$258K
FFS
1527
Founders Financial Securities
Maryland
$258K
WTA
1528
Washington Trust Advisors
Massachusetts
$258K
KBFS
1529
Kohmann Bosshard Financial Services
Ohio
$258K
BPFA
1530
Barnes Pettey Financial Advisors
Mississippi
$257K
UWM
1531
USAdvisors Wealth Management
Minnesota
$257K
GWM
1532
Greenhouse Wealth Management
Connecticut
$257K
AWAP
1533
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$256K
EWP
1534
Elevation Wealth Partners
California
$256K
SNBOSD
1535
Security National Bank of So Dak
Iowa
$255K
CC
1536
Commons Capital
Massachusetts
$255K
FRA
1537
Frank Rimerman Advisors
California
$254K
HWMC
1538
Heritage Wealth Management (California)
California
$254K
PWM
1539
Pines Wealth Management
North Carolina
$253K
TC
1540
Trilogy Capital
California
$253K
MTIC
1541
Missouri Trust & Investment Company
Missouri
$252K
TLFA
1542
True Link Financial Advisors
California
$251K
NAMM
1543
NorthStar Asset Management (Massachusetts)
Massachusetts
$250K
TFO
1544
Timonier Family Office
North Carolina
$250K
CAM
1545
Cozad Asset Management
Illinois
$250K
AFP
1546
Alpha Financial Partners
Kentucky
$248K
MGWA
1547
Monument Group Wealth Advisors
Massachusetts
$247K
ISFAN
1548
Investor's Fiduciary Advisor Network
Washington
$247K
1WA
1549
180 Wealth Advisors
Washington
$246K
CRI
1550
Commonwealth Retirement Investments
Virginia
$245K