IWD icon

iShares Russell 1000 Value ETF

1,690 hedge funds and large institutions have $50.4B invested in iShares Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 518 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,690
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.96%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.41%
New
119
Increased
518
Reduced
641
Closed
110
Calls
$114M
Puts
$1.11B
Net Calls
-$992M
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
176
Callan Family Office
Pennsylvania
$15.7M -$5.49M -29,172 -26%
NFW
177
Noble Family Wealth
Florida
$15.6M -$335K -1,781 -2%
IIC
178
Integrated Investment Consultants
Michigan
$15.6M +$426K +2,405 +3%
HCC
179
Hirtle Callaghan & Co
Pennsylvania
$15.5M -$111K -591 -0.7%
MA
180
Montag & Associates
Georgia
$15.3M +$375K +1,991 +3%
VOYA Investment Management
181
VOYA Investment Management
Georgia
$15.2M -$9.1M -48,374 -37%
LC
182
Lindbrook Capital
California
$15.1M -$299K -1,589 -2%
BCI
183
Brinker Capital Investments
Pennsylvania
$15.1M -$5.14M -27,319 -25%
OPS
184
Orion Portfolio Solutions
Nebraska
$15.1M -$5.14M -27,319 -25%
KPWS
185
Kestra Private Wealth Services
Texas
$14.9M -$2.19M -11,643 -13%
SWA
186
Stratos Wealth Advisors
Ohio
$14.7M +$230K +1,223 +2%
BFG
187
Bleakley Financial Group
New Jersey
$14.6M -$514K -2,731 -3%
PCIA
188
Prime Capital Investment Advisors
Kansas
$14.5M +$10.1M +53,773 +229%
RWP
189
RWA Wealth Partners
Massachusetts
$14.3M +$11.7M +62,014 +437%
NA
190
Nestegg Advisors
New York
$14.3M -$149K -792 -1%
Barclays
191
Barclays
United Kingdom
$14.2M +$14.2M +75,263 New
OS
192
Objectivity Squared
South Carolina
$14.1M +$819K +4,653 +6%
ATPW
193
Ashton Thomas Private Wealth
Arizona
$13.8M +$2.59M +13,745 +23%
PAS
194
Park Avenue Securities
New York
$13.8M -$2.03M -10,780 -13%
FA
195
FDx Advisors
Illinois
$13.7M -$1.27M -6,760 -8%
P
196
&Partners
Tennessee
$13.7M -$3.23M -17,334 -19%
GT
197
Glenmede Trust
Pennsylvania
$13.6M +$1.26M +6,689 +10%
PWM
198
Proathlete Wealth Management
Florida
$13.2M +$1.19M +6,309 +10%
Caisse de Depot et Placement du Quebec (CDPQ)
199
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.2M
WJA
200
Willis Johnson & Associates
Texas
$13.1M +$1.31M +6,960 +11%