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 %
OL
1576
one8zero8 LLC
North Carolina
$50.6K
NSIM
1577
North Star Investment Management
Illinois
$50.5K
PIP
1578
Peachtree Investment Partners
Florida
$49.9K
CWM
1579
Centricity Wealth Management
Ohio
$47K
HWA
1580
HHM Wealth Advisors
Tennessee
$46.9K
RA
1581
Rise Advisors
New York
$46.6K +$188 +1 +0.4%
T
1582
Tidemark
California
$45.9K
CPG
1583
Cornerstone Planning Group
New Jersey
$45.1K -$12.7K -71 -22%
GFPC
1584
Global Financial Private Client
Florida
$44.2K
CPA
1585
Compass Planning Associates
Massachusetts
$44K -$106K -566 -71%
NECFA
1586
New England Capital Financial Advisors
Connecticut
$43.7K
VNA
1587
Valley National Advisers
Pennsylvania
$42K
RCM
1588
Richardson Capital Management
Wisconsin
$42K +$15.1K +80 +56%
MIA
1589
Milestone Investment Advisors
Wisconsin
$41K +$41K +218 New
JFG
1590
JDM Financial Group
Texas
$40.8K +$188 +1 +0.5%
CCM
1591
Chilton Capital Management
Texas
$40.6K +$5.27K +28 +15%
NEWAS
1592
N.E.W. Advisory Services
Wisconsin
$40.6K +$40.6K +216 New
Amundi
1593
Amundi
France
$39.6K +$9.05K +48 +30%
VWM
1594
Valley Wealth Managers
New Jersey
$39.5K +$17.3K +92 +78%
FFA
1595
Frazier Financial Advisors
Ohio
$39K
AWM
1596
Abound Wealth Management
Tennessee
$38.2K +$188 +1 +0.5%
PWMG
1597
Prestige Wealth Management Group
New Jersey
$37.8K -$30.1K -160 -44%
CCMI
1598
Creative Capital Management Investments
California
$37.6K +$37.6K +200 New
DCBT
1599
Dakota Community Bank & Trust
North Dakota
$35.8K +$35.8K +190 New
VWA
1600
VSM Wealth Advisory
Maryland
$34.8K