We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF

1,904 hedge funds and large institutions have $58B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 651 increasing their positions, 548 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: 1,7501,904 (+154)

2.51% more ownership

Funds ownership: 80.29%82.79% (+2.5%)

85% less call options, than puts

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

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
SIC
1801
SJS Investment Consulting
Ohio
$38.5K
VR
1802
Vision Retirement
New Jersey
$37.4K
CFFP
1803
Center for Financial Planning
Michigan
$37K
BAM
1804
Bellevue Asset Management
Washington
$36.8K
AIM
1805
Access Investment Management
Georgia
$36.6K
EBA
1806
Eagle Bay Advisors
New York
$35.5K
MLA
1807
MB, Levis & Associates
Pennsylvania
$34.5K
NECFA
1808
New England Capital Financial Advisors
Connecticut
$34.1K
TBFA
1809
Three Bearings Fiduciary Advisors
New Hampshire
$33.9K
DAM
1810
Delta Asset Management
Tennessee
$33.7K
HIW
1811
Holos Integrated Wealth
Pennsylvania
$31.2K
GWM
1812
Grand Wealth Management
Michigan
$31.1K
HWA
1813
Heritage Wealth Advisors
Virginia
$30.7K
AW
1814
Avion Wealth
Texas
$30K
VCM
1815
Versant Capital Management
Arizona
$29K
TH
1816
TCTC Holdings
Texas
$28.6K
AIA
1817
Armor Investment Advisors
North Carolina
$28.4K
PWAM
1818
Private Wealth Asset Management
Iowa
$28.4K
RMP
1819
Richards, Merrill & Peterson
Washington
$28.4K
IIM
1820
IFC & Insurance Marketing
California
$28K
BIA
1821
Bell Investment Advisors
California
$27.1K
FWA
1822
Flagship Wealth Advisors
Massachusetts
$26.9K
MBFW
1823
Morton Brown Family Wealth
Pennsylvania
$26.7K
MSFP
1824
Mark Sheptoff Financial Planning
Connecticut
$26.5K
CMBA
1825
C.M. Bidwell & Associates
Hawaii
$26.1K