IWD icon

iShares Russell 1000 Value ETF

1,710 hedge funds and large institutions have $50B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 575 increasing their positions, 573 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

1% less funds holding in top 10

Funds holding in top 10: 104103 (-1)

3.11% less ownership

Funds ownership: 81.73%78.62% (-3.1%)

87% less call options, than puts

Call options by funds: $138M | Put options by funds: $1.07B

Holders
1,710
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$138M
Puts
$1.07B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1676
Luminist Capital
Michigan
$11K
NRG
1677
Nemes Rush Group
Michigan
$9.91K
IFS
1678
Intelligent Financial Strategies
Minnesota
$9.71K
VWA
1679
Valued Wealth Advisors
Utah
$9.71K
HNW
1680
High Note Wealth
Minnesota
$9.13K
PWA
1681
Physician Wealth Advisors
Utah
$8.86K
CFG
1682
Chapman Financial Group
Hawaii
$8.16K
RI
1683
Ridgewood Investments
New Jersey
$7.96K
DFA
1684
DHJJ Financial Advisors
Illinois
$7.77K
BL
1685
BFSG LLC
California
$7.58K
1L
1686
10Elms LLP
Oklahoma
$7.38K
FCT
1687
First Community Trust
Iowa
$6.99K
EWM
1688
Evolution Wealth Management
Florida
$6.99K
LWMI
1689
Legacy Wealth Management (Idaho)
Idaho
$6.8K
LIS
1690
Legacy Investment Solutions
Idaho
$6.8K
HI
1691
Hoey Investments
Pennsylvania
$6.22K
T
1692
Transce3nd
Texas
$5.63K
GIP
1693
Granite Investment Partners
California
$5.63K
HWM
1694
Horizons Wealth Management
North Carolina
$4.86K
LB
1695
Legacy Bridge
Iowa
$4.86K
IHWM
1696
Iron Horse Wealth Management
Iowa
$4.47K
HFM
1697
Harvest Fund Management
China
$4K
AWM
1698
AllSquare Wealth Management
New York
$3.88K
TFA
1699
Toth Financial Advisory
Virginia
$3.88K
NC
1700
NewSquare Capital
Pennsylvania
$3.88K