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
LCOV
151
London Company of Virginia
Virginia
$29.6M
WHG
152
Westwood Holdings Group
Texas
$29.2M
SC
153
Savant Capital
Illinois
$29.2M
SQA
154
Simon Quick Advisors
New Jersey
$29.1M
RWB
155
RMR Wealth Builders
New Jersey
$29.1M
NFG
156
Nadler Financial Group
Illinois
$29.1M
EIG
157
Ellenbecker Investment Group
Wisconsin
$28.3M
CA
158
Claro Advisors
Massachusetts
$27.3M
FAM
159
Flaharty Asset Management
Florida
$27M
NA
160
NewEdge Advisors
Louisiana
$26.6M
ANTB
161
AMG National Trust Bank
Colorado
$26.6M
CAL
162
Capital Advisors Ltd
Ohio
$26.6M
RWP
163
RWA Wealth Partners
Massachusetts
$26.4M
FHC
164
First Horizon Corporation
Tennessee
$26.1M
TA
165
TruWealth Advisors
Louisiana
$25.4M
LA
166
LWM Advisors
California
$24.7M
SA
167
Sylvest Advisors
Texas
$24.7M
WSFS
168
Wilmington Savings Fund Society
Delaware
$24.3M
SIM
169
Stratos Investment Management
Ohio
$24.3M
BCM
170
BTC Capital Management
Iowa
$24M
PA
171
PFW Advisors
Georgia
$24M
Neuberger Berman Group
172
Neuberger Berman Group
New York
$24M
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$23.8M
RIM
174
Ryan Investment Management
Colorado
$23.1M
VVP
175
Venture Visionary Partners
Ohio
$23M