IWD icon

iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

Call options by funds: $111M | Put options by funds: $738M

Holders
1,864
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
$111M
Puts
$738M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1701
Concord Wealth Partners
Virginia
$92.4K
SEP
1702
Signature Equity Partners
Ohio
$92.2K
AWM
1703
Abound Wealth Management
Tennessee
$90.8K
NWMP
1704
Noble Wealth Management PBC
Colorado
$84.1K
FMB
1705
Field & Main Bank
Kentucky
$84.1K
GMA
1706
Glassy Mountain Advisors
Maryland
$83.3K
ST
1707
Smithfield Trust
Pennsylvania
$82K
IA
1708
IFS Advisors
Kansas
$80.6K
SRCM
1709
Signature Resources Capital Management
California
$80.3K
IRC
1710
Investors Research Corp
Georgia
$79.5K
SA
1711
SRH Advisors
Kansas
$77.8K
RFA
1712
Register Financial Advisors
Georgia
$77.2K
APW
1713
Atlantic Private Wealth
North Carolina
$76.6K
CT
1714
Caldwell Trust
Florida
$75.3K
TWM
1715
Topsail Wealth Management
North Carolina
$73.4K
NMG
1716
New Millennium Group
Utah
$72.4K
WIM
1717
Westside Investment Management
California
$72.4K
RCM
1718
Raleigh Capital Management
North Carolina
$71.2K
Federated Hermes
1719
Federated Hermes
Pennsylvania
$69.8K
FC
1720
Financial Consulate
Maryland
$69.2K
MCA
1721
McGuire Capital Advisors
Oklahoma
$66.9K
OPTFSNA
1722
Old Point Trust & Financial Services N A
Virginia
$66.7K
HHCP
1723
Hilton Head Capital Partners
South Carolina
$66.3K
CB
1724
CNB Bank
Pennsylvania
$64.2K
MHR
1725
Matthew Hamilton Rosenberg
$63.9K