IWD icon

iShares Russell 1000 Value ETF

1,731 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, 551 increasing their positions, 613 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: 551 | Existing positions reduced: 613

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
1,731
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
LWA
1726
Lowe Wealth Advisors
Maryland
$1.63K
HFS
1727
Hughes Financial Services
Virginia
$1.44K
CIA
1728
Cape Investment Advisory
Georgia
$1.02K
BGC
1729
Beutel, Goodman & Co
Ontario, Canada
$1K
KWM
1730
Kiker Wealth Management
Georgia
$814
CIM
1731
Contravisory Investment Management
Massachusetts
$814
RIA
1732
Realta Investment Advisors
Delaware
$518
RRAM
1733
River Road Asset Management
Kentucky
AAP
1734
Arax Advisory Partners
Colorado
MDSL
1735
M.D. Sass LLC
New York
UBS AM
1736
UBS AM
Illinois
Caisse de Depot et Placement du Quebec (CDPQ)
1737
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
FMC
1738
First Merchants Corp
Indiana
Walleye Trading
1739
Walleye Trading
New York
SWGC
1740
Summit Wealth Group (Colorado)
Colorado
DS
1741
DRW Securities
Illinois
CFO
1742
Custos Family Office
Texas
PCS
1743
Personal CFO Solutions
New Jersey
AGM
1744
Alpine Global Management
New York
SXL
1745
Summit X LLC
Missouri
FAIM
1746
Financial Advocates Investment Management
Washington
FFWA
1747
Forthright Family Wealth Advisory
Texas
VAG
1748
VisionPoint Advisory Group
Texas
SOS
1749
Silver Oak Securities
Tennessee
MPW
1750
MASECO Private Wealth