iShares Russell 1000 Value ETF
1,913 hedge funds and large institutions have $57.5B invested in iShares Russell 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 653 increasing their positions, 548 reducing their positions, and 59 closing their positions.
317% more first-time investments, than exits
New positions opened: 246 | Existing positions closed: 59
19% more repeat investments, than reductions
Existing positions increased: 653 | Existing positions reduced: 548
14% more funds holding in top 10
Funds holding in top 10: 95 → 108 (+13)
11% more capital invested
Capital invested by funds: $51.9B → $57.5B (+$5.56B)
9% more funds holding
Funds holding: 1,756 → 1,913 (+157)
2.09% more ownership
Funds ownership: 80.36% → 82.45% (+2.1%)
85% less call options, than puts
Call options by funds: $111M | Put options by funds: $738M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$678M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$555M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$218M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$206M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$258M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$220M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$181M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$80.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$63.5M |
IWD Hedge Fund Activity: Q4 2025 in Review
1,913 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2025, worth a combined $57.5B — up 11% from $51.9B a quarter earlier.
Buyers outnumbered sellers: 246 funds opened new IWD positions and 59 closed out — a net gain of 187 holders — while 653 added to existing stakes and 548 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $678M. The largest seller was Fidelity Investments, cutting an estimated $258M.
- 1,913 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2025, up from 1,756 in Q3 2025.
- Funds reported $57.5B of iShares Russell 1000 Value ETF stock for Q4 2025, up 11% quarter-over-quarter.
- 246 funds opened new iShares Russell 1000 Value ETF positions in Q4 2025 and 59 closed out, a net change of +187 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2025 was Morgan Stanley, an estimated $678M added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2025 was Fidelity Investments, an estimated $258M sold.
Based on aggregated 13F filings for Q4 2025.