IWD icon

iShares Russell 1000 Value ETF

1,738 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
1,738
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
VWA
1701
Valued Wealth Advisors
Utah
$10.2K
IFS
1702
Intelligent Financial Strategies
Minnesota
$10.2K
RA
1703
Rise Advisors
New York
$10.2K
HNW
1704
High Note Wealth
Minnesota
$9.57K
KA
1705
Kozak & Associates
Colorado
$9.52K
PWA
1706
Physician Wealth Advisors
Utah
$9.33K
VanEck Associates
1707
VanEck Associates
New York
$9K
ETC
1708
Exchange Traded Concepts
Oklahoma
$8.75K
CFG
1709
Chapman Financial Group
Hawaii
$8.55K
BL
1710
BFSG LLC
California
$7.94K
1L
1711
10Elms LLP
Oklahoma
$7.74K
FCT
1712
First Community Trust
Iowa
$7.33K
EWM
1713
Evolution Wealth Management
Florida
$7.33K
LWMI
1714
Legacy Wealth Management (Idaho)
Idaho
$7.13K
APW
1715
Aventura Private Wealth
Florida
$6.92K
IF
1716
Integrity Financial
Wyoming
$6.51K
HI
1717
Hoey Investments
Pennsylvania
$6.51K
MSWM
1718
Mowery & Schoenfeld Wealth Management
Illinois
$6.31K
GIP
1719
Granite Investment Partners
California
$5.9K
BC
1720
Broadwater Capital
Massachusetts
$5.29K
HWM
1721
Horizons Wealth Management
North Carolina
$5.09K
LB
1722
Legacy Bridge
Iowa
$5.09K
Q1WB
1723
Quest 10 Wealth Builders
Virginia
$4.68K
DFA
1724
DHJJ Financial Advisors
Illinois
$4.07K
TFA
1725
Toth Financial Advisory
Virginia
$4.07K