IWD icon

iShares Russell 1000 Value ETF

1,720 hedge funds and large institutions have $50.1B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 579 increasing their positions, 573 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

1% less funds holding in top 10

Funds holding in top 10: 104103 (-1)

3.07% less ownership

Funds ownership: 81.77%78.7% (-3.1%)

87% less call options, than puts

Call options by funds: $138M | Put options by funds: $1.07B

Holders
1,720
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
$138M
Puts
$1.07B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
176
Zacks Investment Management
Illinois
$16.8M
OAM
177
Oppenheimer Asset Management
New York
$16.7M
NFW
178
Noble Family Wealth
Florida
$16.5M
KP
179
Keel Point
Alabama
$16.4M
CA
180
Claro Advisors
Massachusetts
$16.3M
HCC
181
Hirtle Callaghan & Co
Pennsylvania
$16M
MA
182
Montag & Associates
Georgia
$16M
BPA
183
Beacon Pointe Advisors
California
$15.7M
VOYA Investment Management
184
VOYA Investment Management
Georgia
$15.6M
RFA
185
RTD Financial Advisors
Pennsylvania
$15.5M
BFG
186
Bleakley Financial Group
New Jersey
$15.5M
WHG
187
Westwood Holdings Group
Texas
$15.3M
MPM
188
Meritage Portfolio Management
Kansas
$15.3M
WJA
189
Willis Johnson & Associates
Texas
$15M
NA
190
Nestegg Advisors
New York
$14.9M
ATPW
191
Ashton Thomas Private Wealth
Arizona
$14.7M
PA
192
Prism Advisors
California
$14.7M
SW
193
SlateStone Wealth
Florida
$14.4M
CFO
194
Callan Family Office
Pennsylvania
$14.3M
FA
195
FDx Advisors
Illinois
$13.9M
JFGIW
196
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.8M
GIM
197
Glenmede Investment Management
Pennsylvania
$13.7M
NCG
198
Newport Capital Group
New Jersey
$13.6M
BCI
199
Brinker Capital Investments
Pennsylvania
$13.6M
FCBT
200
First Citizens Bank & Trust
North Carolina
$13.5M