IWD icon

iShares Russell 1000 Value ETF

1,879 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, 645 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: 1,7401,879 (+139)

2.47% more ownership

Funds ownership: 80.26%82.73% (+2.5%)

85% less call options, than puts

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

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
TA
1901
TLS Advisors
Florida
IWA
1902
IBEX Wealth Advisors
New Jersey
RWP
1903
Ridgecrest Wealth Partners
California
EWM
1904
Echo Wealth Management
Minnesota
RWP
1905
Revolve Wealth Partners
New Jersey
ACM
1906
Andina Capital Management
Utah
PA
1907
Planning Alternatives
Michigan
GWM
1908
GSB Wealth Management
Connecticut
BST
1909
Bath Savings Trust
Maine
MWA
1910
Muirfield Wealth Advisors
North Carolina
LBC
1911
Leigh Baldwin & Co
New York
EA
1912
Everpar Advisors
Oklahoma
RIM
1913
Redwood Investment Management
Arizona
TFO
1914
Tarbox Family Office
California
TPWM
1915
Twelve Points Wealth Management
Massachusetts
SIAG
1916
Safeguard Investment Advisory Group
California
WWA
1917
Wingate Wealth Advisors
Massachusetts
SWIG
1918
Strategic Wealth Investment Group
Kentucky
LSIA
1919
LaSalle St. Investment Advisors
Illinois
Macquarie Group
1920
Macquarie Group
Australia
WW
1921
Winnow Wealth
Texas
JWM
1922
JPL Wealth Management
Colorado
GWSG
1923
GPS Wealth Strategies Group
Colorado
CCM
1924
Cloud Capital Management
Washington
HFS
1925
Hopwood Financial Services
Virginia