IWD icon

iShares Russell 1000 Value ETF

1,712 hedge funds and large institutions have $50B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 576 increasing their positions, 573 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

1% less funds holding in top 10

Funds holding in top 10: 104103 (-1)

3.11% less ownership

Funds ownership: 81.73%78.62% (-3.1%)

87% less call options, than puts

Call options by funds: $138M | Put options by funds: $1.07B

Holders
1,712
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
$138M
Puts
$1.07B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAA
1751
Global Assets Advisory
Florida
FCAM
1752
First Citizens Asset Management
North Carolina
TCA
1753
Transcend Capital Advisors
New Jersey
MHI
1754
Miller Howard Investments
New York
YIH
1755
Y-Intercept (HK)
Hong Kong
AFM
1756
Armstrong Fleming & Moore
District of Columbia
NC
1757
NovaPoint Capital
Georgia
IA
1758
Integrity Alliance
Iowa
IP
1759
Ignite Planners
California
ACP
1760
Aveo Capital Partners
Colorado
BC
1761
Brio Consultants
California
SL
1762
Sentinus LLC
Illinois
SCA
1763
St. Clair Advisors
Ohio
FOA
1764
Five Oceans Advisors
California
CCM
1765
Cullen Capital Management
New York
CMAI
1766
Capital Management Associates Inc
Minnesota
KIA
1767
KCM Investment Advisors
California
TFS
1768
Thoroughbred Financial Services
Tennessee
4WM
1769
44 Wealth Management
Oregon
PRS
1770
Pinkerton Retirement Specialists
Idaho
JWBC
1771
J.W. Burns & Co
New York
PA
1772
Probity Advisors
Texas
BA
1773
Bluesphere Advisors
Pennsylvania
IA
1774
Inspire Advisors
Idaho
VBA
1775
von Borstel & Associates
Oregon