IWD icon

iShares Russell 1000 Value ETF

1,716 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 548 increasing their positions, 607 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: $ → $

less funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 548 | Existing positions reduced: 607

12% less funds holding in top 10

Funds holding in top 10: 10391 (-12)

94% less call options, than puts

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

Holders
1,716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
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
SL
1601
Salomon & Ludwin
Virginia
$58K
EWP
1602
Elevation Wealth Partners
California
$57.3K
HFS
1603
Hantz Financial Services
Michigan
$56K
AEPWM
1604
Atlantic Edge Private Wealth Management
Florida
$55.2K
NSIM
1605
North Star Investment Management
Illinois
$54.7K
SN
1606
Sittner & Nelson
Oregon
$54.2K
CJ
1607
Caitlin John
Michigan
$52.9K
BMC
1608
Bear Mountain Capital
Washington
$52.7K
OSNBOA
1609
Old Second National Bank of Aurora
Illinois
$51.7K
HWA
1610
HHM Wealth Advisors
Tennessee
$51.7K
MWM
1611
MGB Wealth Management
Texas
$51.6K
AWM
1612
Abound Wealth Management
Tennessee
$50.2K
T
1613
Tidemark
California
$49.7K
FGAM
1614
Financial Gravity Asset Management
Texas
$49.3K
PIP
1615
Peachtree Investment Partners
Florida
$49.1K
PWMG
1616
Private Wealth Management Group
New Jersey
$48.9K
QWM
1617
Quaker Wealth Management
New Jersey
$46.8K
RCM
1618
Richardson Capital Management
Wisconsin
$45.4K
VNA
1619
Valley National Advisers
Pennsylvania
$45K
FP
1620
Financial Perspectives
Minnesota
$45K
MSG
1621
Main Street Group
Virginia
$43.4K
PWMG
1622
Prestige Wealth Management Group
New Jersey
$40.9K
OL
1623
one8zero8 LLC
North Carolina
$40.7K
AWM
1624
Aberdeen Wealth Management
Illinois
$40.7K
CCMI
1625
Creative Capital Management Investments
California
$40.7K