IWD icon

iShares Russell 1000 Value ETF

1,878 hedge funds and large institutions have $57.9B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 645 increasing their positions, 546 reducing their positions, and 59 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: $ → $

8% more funds holding

Funds holding: 1,7401,878 (+138)

2.45% more ownership

Funds ownership: 80.26%82.7% (+2.4%)

85% less call options, than puts

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

Holders
1,878
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
ETS
1701
ESL Trust Services
New York
$113K
PWM
1702
Provident Wealth Management
Tennessee
$109K
JHCP
1703
Jackson Hole Capital Partners
Oklahoma
$105K
AIA
1704
Arcadia Investment Advisors
Idaho
$102K
WETS
1705
Wealth Enhancement Trust Services
South Dakota
$101K
CICI
1706
Capital Investment Counsel Inc
North Carolina
$99.9K
CF
1707
Collier Financial
Colorado
$99.7K
CTWM
1708
Cherry Tree Wealth Management
Minnesota
$99.3K
BWM
1709
Bernard Wealth Management
Michigan
$98.2K
CMP
1710
Coston McIsaac & Partners
Maine
$98K
TF
1711
Tompkins Financial
New York
$97.2K
CIA
1712
Cape Investment Advisory
Georgia
$95.9K
TCM
1713
TD Capital Management
Tennessee
$95.5K
CFM
1714
Cornerstone Financial Management
Massachusetts
$93.6K
CWP
1715
Concord Wealth Partners
Virginia
$92.4K
SEP
1716
Signature Equity Partners
Ohio
$92.2K
AWM
1717
Abound Wealth Management
Tennessee
$90.8K
FMB
1718
Field & Main Bank
Kentucky
$84.1K
NWMP
1719
Noble Wealth Management PBC
Colorado
$84.1K
GMA
1720
Glassy Mountain Advisors
Maryland
$83.3K
ST
1721
Smithfield Trust
Pennsylvania
$82K
IA
1722
IFS Advisors
Kansas
$80.6K
SRCM
1723
Signature Resources Capital Management
California
$80.3K
IRC
1724
Investors Research Corp
Georgia
$79.5K
SA
1725
SRH Advisors
Kansas
$77.8K