IWD icon

iShares Russell 1000 Value ETF

1,864 hedge funds and large institutions have $57.7B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 642 increasing their positions, 544 reducing their positions, and 58 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: $ → $

7% more funds holding

Funds holding: 1,7381,864 (+126)

2.16% more ownership

Funds ownership: 80.26%82.41% (+2.2%)

85% less call options, than puts

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

Holders
1,864
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
$111M
Puts
$738M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1826
Physician Wealth Advisors
Utah
$9.69K
RA
1827
Ransom Advisory
Rhode Island
$9.46K
CFG
1828
Chapman Financial Group
Hawaii
$8.84K
BL
1829
BFSG LLC
California
$8.2K
VanEck Associates
1830
VanEck Associates
New York
$8K
1L
1831
10Elms LLP
Oklahoma
$7.99K
EWM
1832
Evolution Wealth Management
Florida
$7.57K
FCT
1833
First Community Trust
Iowa
$7.57K
LWMI
1834
Legacy Wealth Management (Idaho)
Idaho
$7.36K
APW
1835
Aventura Private Wealth
Florida
$7.15K
PAM
1836
Parvin Asset Management
South Dakota
$7.15K
ECA
1837
Elevated Capital Advisors
Utah
$6.94K
HI
1838
Hoey Investments
Pennsylvania
$6.73K
MSWM
1839
Mowery & Schoenfeld Wealth Management
Illinois
$6.52K
LC
1840
Luminist Capital
Michigan
$6.52K
MCM
1841
MidAtlantic Capital Management
Virginia
$6.52K
MA
1842
Modus Advisors
Minnesota
$6.31K
GIP
1843
Granite Investment Partners
California
$6.1K
RWPA
1844
Richard W. Paul & Associates
Michigan
$5.68K
BC
1845
Broadwater Capital
Massachusetts
$5.47K
LB
1846
Legacy Bridge
Iowa
$5.26K
HWM
1847
Horizons Wealth Management
North Carolina
$5.26K
OC
1848
Optima Capital
Oregon
$5.26K
Q1WB
1849
Quest 10 Wealth Builders
Virginia
$4.84K
DFA
1850
DHJJ Financial Advisors
Illinois
$4.21K