IWD icon

iShares Russell 1000 Value ETF

1,739 hedge funds and large institutions have $51.9B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 550 increasing their positions, 618 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: $ → $

more funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 10392 (-11)

11% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 618

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
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
3IP
1551
3Chopt Investment Partners
Virginia
$161K
KFP
1552
Kerr Financial Planning
California
$161K
JWM
1553
JPL Wealth Management
Colorado
$156K
DFC
1554
DB Fitzpatrick & Co
Idaho
$156K
MFT
1555
Moisand Fitzgerald Tamayo
Florida
$155K
GWS
1556
Greykasell Wealth Strategies
California
$153K
EPAM
1557
Evelyn Partners Asset Management
$152K
GWSG
1558
GPS Wealth Strategies Group
Colorado
$151K
FPF
1559
First Pacific Financial
Washington
$151K
HBT
1560
Hills Bank & Trust
Iowa
$148K
CCM
1561
Cloud Capital Management
Washington
$143K
TWC
1562
TD Waterhouse Canada
Ontario, Canada
$141K
SIP
1563
Sellwood Investment Partners
Oregon
$134K
VC
1564
Vestor Capital
Illinois
$134K
PP
1565
Pacifica Partners
Canada
$134K
CSC
1566
Caldwell Sutter Capital
California
$132K
CFD
1567
Creative Financial Designs
Indiana
$128K
MG
1568
MilWealth Group
Wisconsin
$126K
CAIM
1569
Catherine Avery Investment Management
Florida
$121K
WWM
1570
Wolff Wiese Magana
California
$119K
PCM
1571
Palouse Capital Management
Washington
$117K
WWA
1572
Wealth Watch Advisors
Colorado
$114K
AT
1573
Avalon Trust
New Mexico
$114K
MDCM
1574
Morgan Dempsey Capital Management
Wisconsin
$114K
STB
1575
S&T Bank
Pennsylvania
$112K