IWD icon

iShares Russell 1000 Value ETF

1,730 hedge funds and large institutions have $51.8B 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, 614 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:

10% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 614

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
1,730
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
CVM
1676
Cheviot Value Management
California
$19.6K
FMP
1677
Financial Management Professionals
Texas
$19.5K
FDW
1678
Fourth Dimension Wealth
Ohio
$18.5K
GWP
1679
Gen-Wealth Partners
Michigan
$17.7K
CFP
1680
Comprehensive Financial Planning
Pennsylvania
$17.3K
MWPCG
1681
Measured Wealth Private Client Group
New Hampshire
$15.7K
SGK
1682
Steigerwald Gordon & Koch
Virginia
$14.7K
CCM
1683
Chilton Capital Management
Texas
$14.3K
AWM
1684
Accredited Wealth Management
Kentucky
$14.3K
RMC
1685
Resources Management Corp
Connecticut
$14K
DWA
1686
Delos Wealth Advisors
Texas
$13.4K
PCM
1687
Perritt Capital Management
Illinois
$13.3K
VWWMG
1688
Vermillion & White Wealth Management Group
Pennsylvania
$13.2K
HWM
1689
HighMark Wealth Management
Minnesota
$12.5K
RWPA
1690
Richard W. Paul & Associates
Michigan
$12.4K
MIA
1691
Milestone Investment Advisors
Wisconsin
$12.2K
OAJ
1692
Ogorek Anthony Joseph
New York
$12K
NRG
1693
Nemes Rush Group
Michigan
$10.4K
VWA
1694
Valued Wealth Advisors
Utah
$10.2K
IFS
1695
Intelligent Financial Strategies
Minnesota
$10.2K
RA
1696
Rise Advisors
New York
$10.2K
HNW
1697
High Note Wealth
Minnesota
$9.57K
KA
1698
Kozak & Associates
Colorado
$9.52K
PWA
1699
Physician Wealth Advisors
Utah
$9.33K
VanEck Associates
1700
VanEck Associates
New York
$9K