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
GLA
201
Great Lakes Advisors
Illinois
$18.2M
NFW
202
Noble Family Wealth
Florida
$17.7M
BFG
203
Bleakley Financial Group
New Jersey
$17.4M
RFA
204
RTD Financial Advisors
Pennsylvania
$17.2M
WANY
205
Wealthspire Advisors (New York)
New York
$17M
HCC
206
Hirtle Callaghan & Co
Pennsylvania
$17M
GAM
207
Gotham Asset Management
New York
$17M
AP
208
Advisors Preferred
Maryland
$17M
VA
209
VestGen Advisors
Illinois
$16.4M
NF
210
Napier Financial
Massachusetts
$16.4M
LAM
211
Lyrical Asset Management
New York
$16.4M
MA
212
Montag & Associates
Georgia
$16.2M
NA
213
Nestegg Advisors
New York
$16.1M
AG
214
Ascent Group
Virginia
$15.9M
WJA
215
Willis Johnson & Associates
Texas
$15.8M
BCA
216
Bitterroot Capital Advisors
Montana
$15.2M
AC
217
Apella Capital
Connecticut
$15.1M
NCG
218
Newport Capital Group
New Jersey
$15M
BI
219
Ballast Inc
Kentucky
$14.9M
FCBT
220
First Citizens Bank & Trust
North Carolina
$14.8M
BM
221
Berman McAleer
Maryland
$14.7M
ACA
222
Anchor Capital Advisors
Massachusetts
$14.3M
WB
223
West Bancorporation
Iowa
$14.1M
GPW
224
Genesis Private Wealth
Virginia
$14M
XF
225
XML Financial
Maryland
$14M