IWD icon

iShares Russell 1000 Value ETF

1,880 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 646 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: 1,7411,880 (+139)

2.47% more ownership

Funds ownership: 80.27%82.74% (+2.5%)

85% less call options, than puts

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

Holders
1,880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
KCM
1776
Key Capital Management
Tennessee
$40K
DCM
1777
Davis Capital Management
Florida
$39.8K
VWA
1778
VSM Wealth Advisory
Maryland
$38.9K
PFSC
1779
Peoples Financial Services Corp
Pennsylvania
$38.9K
SIC
1780
SJS Investment Consulting
Ohio
$38.5K
CFFP
1781
Center for Financial Planning
Michigan
$37K
BAM
1782
Bellevue Asset Management
Washington
$36.8K
AIM
1783
Access Investment Management
Georgia
$36.6K
EBA
1784
Eagle Bay Advisors
New York
$35.5K
MLA
1785
MB, Levis & Associates
Pennsylvania
$34.5K
NECFA
1786
New England Capital Financial Advisors
Connecticut
$34.1K
DAM
1787
Delta Asset Management
Tennessee
$33.7K
HIW
1788
Holos Integrated Wealth
Pennsylvania
$31.2K
GWM
1789
Grand Wealth Management
Michigan
$31.1K
HWA
1790
Heritage Wealth Advisors
Virginia
$30.7K
AW
1791
Avion Wealth
Texas
$30K
VCM
1792
Versant Capital Management
Arizona
$29K
TH
1793
TCTC Holdings
Texas
$28.6K
AIA
1794
Armor Investment Advisors
North Carolina
$28.4K
PWAM
1795
Private Wealth Asset Management
Iowa
$28.4K
RMP
1796
Richards, Merrill & Peterson
Washington
$28.4K
IIM
1797
IFC & Insurance Marketing
California
$28K
BIA
1798
Bell Investment Advisors
California
$27.1K
FWA
1799
Flagship Wealth Advisors
Massachusetts
$26.9K
MBFW
1800
Morton Brown Family Wealth
Pennsylvania
$26.7K