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
SA
1601
SRH Advisors
Kansas
$75.3K
APW
1602
Atlantic Private Wealth
North Carolina
$74.1K
CT
1603
Caldwell Trust
Florida
$72.9K
HR
1604
Howe & Rusling
New York
$72.7K
TWM
1605
Topsail Wealth Management
North Carolina
$71.1K
WIM
1606
Westside Investment Management
California
$70K
CB
1607
CNB Bank
Pennsylvania
$62.1K
MHR
1608
Matthew Hamilton Rosenberg
$61.9K
WPA
1609
Wealth Preservation Advisors
Tennessee
$61.9K
RPC
1610
Rossmore Private Capital
Connecticut
$61.5K
FFWM
1611
Future Financial Wealth Management
Ohio
$61.1K
LAM
1612
LOM Asset Management
$61K
FC
1613
Financial Consulate
Maryland
$59K
PSB
1614
Piscataqua Savings Bank
New Hampshire
$59K
LAMC
1615
Longview Asset Management (California)
California
$58.2K
RFS
1616
Richardson Financial Services
Massachusetts
$58K
SL
1617
Salomon & Ludwin
Virginia
$58K
EWP
1618
Elevation Wealth Partners
California
$57.3K
HFS
1619
Hantz Financial Services
Michigan
$56K
AEPWM
1620
Atlantic Edge Private Wealth Management
Florida
$55.2K
NSIM
1621
North Star Investment Management
Illinois
$54.7K
SN
1622
Sittner & Nelson
Oregon
$54.2K
CJ
1623
Caitlin John
Michigan
$52.9K
BMC
1624
Bear Mountain Capital
Washington
$52.7K
OSNBOA
1625
Old Second National Bank of Aurora
Illinois
$51.7K