IWD icon

iShares Russell 1000 Value ETF

1,898 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 650 increasing their positions, 547 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: $ → $

9% more funds holding

Funds holding: 1,7461,898 (+152)

2.49% more ownership

Funds ownership: 80.27%82.77% (+2.5%)

85% less call options, than puts

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

Holders
1,898
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
FC
1751
Financial Consulate
Maryland
$69.2K
MCA
1752
McGuire Capital Advisors
Oklahoma
$66.9K
OPTFSNA
1753
Old Point Trust & Financial Services N A
Virginia
$66.7K
HHCP
1754
Hilton Head Capital Partners
South Carolina
$66.3K
CB
1755
CNB Bank
Pennsylvania
$64.2K
MHR
1756
Matthew Hamilton Rosenberg
$63.9K
WPA
1757
Wealth Preservation Advisors
Tennessee
$63.9K
RPC
1758
Rossmore Private Capital
Connecticut
$63.5K
LAM
1759
LOM Asset Management
$63.1K
MTI
1760
Merrithew & Thorsten Inc
California
$63K
HHGA
1761
Halbert Hargrove Global Advisors
California
$62.2K
EWA
1762
EQ Wealth Advisors
Texas
$61.6K
PSB
1763
Piscataqua Savings Bank
New Hampshire
$61K
LAMC
1764
Longview Asset Management (California)
California
$60.2K
RFS
1765
Richardson Financial Services
Massachusetts
$60.1K
SN
1766
Sittner & Nelson
Oregon
$59.7K
SL
1767
Salomon & Ludwin
Virginia
$57.7K
AEPWM
1768
Atlantic Edge Private Wealth Management
Florida
$57K
NSIM
1769
North Star Investment Management
Illinois
$56.5K
BMC
1770
Bear Mountain Capital
Washington
$56.1K
CJ
1771
Caitlin John
Michigan
$54.7K
MWM
1772
MGB Wealth Management
Texas
$53.6K
HWA
1773
HHM Wealth Advisors
Tennessee
$53.4K
T
1774
Tidemark
California
$51.3K
TCM
1775
Triumph Capital Management
Colorado
$51.2K