IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,703 hedge funds and large institutions have $50B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 569 increasing their positions, 573 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,703
Holders Change
+14
Holders Change %
+0.83%
% of All Funds
22.84%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.38%
New
136
Increased
569
Reduced
573
Closed
87
Calls
$138M
Puts
$1.07B
Net Calls
-$928M
Net Calls Change
+$64.5M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$1.02B
2
Wells Fargo
Wells Fargo
California
$969M
3
IAA
Independence Asset Advisors
Pennsylvania
$59.5M
4
MAM
Marquette Asset Management
Minnesota
$66M
5
LPL Financial
LPL Financial
California
$809M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.93B
2
APF
Alaska Permanent Fund
Alaska
$0
3
BlackRock
BlackRock
New York
$113M
4
JWM
JP Wealth Management
South Carolina
$1.01M
5
JHU
Johns Hopkins University
Maryland
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
276
Advisory Services Network
Georgia
$7.56M +$54.9K +281 +0.7%
ABC
277
Associated Banc-Corp
Wisconsin
$7.56M -$185K -953 -2%
AIA
278
Arbor Investment Advisors
North Carolina
$7.55M -$109K -562 -1%
SFG
279
Sunburst Financial Group
Alabama
$7.47M – – –
CFG
280
Citizens Financial Group
Rhode Island
$7.46M -$201K -1,036 -3%
OIA
281
OneDigital Investment Advisors
Kansas
$7.39M +$441K +2,271 +6%
NP
282
NorthRock Partners
Minnesota
$7.34M +$907K +4,671 +14%
DCM
283
Dimension Capital Management
Florida
$7.19M +$184K +948 +3%
AWA
284
Arete Wealth Advisors
Illinois
$7.18M +$972K +5,003 +16%
JWCA
285
J.W. Cole Advisors
Florida
$7.17M +$158K +816 +2%
CWP
286
CFM Wealth Partners
Texas
$7.14M +$193K +992 +3%
FM
287
Foster & Motley
Ohio
$7.14M +$1.9M +9,759 +36%
FF
288
Finley Financial
Nevada
$7.06M +$62.9K +324 +0.9%
AL
289
Aspiriant LLC
California
$6.96M +$392K +2,020 +6%
Aristotle Capital Management
290
Aristotle Capital Management
California
$6.94M -$2.26M -11,657 -25%
S
291
SignatureFD
Georgia
$6.93M -$226K -1,165 -3%
TG
292
TCW Group
California
$6.93M +$6.93M +35,668 New
Caisse de Depot et Placement du Quebec (CDPQ)
293
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.72M -$6.88M -35,401 -51%
SC
294
Sepio Capital
Utah
$6.59M +$51.9K +267 +0.8%
BJL
295
Brighton Jones LLC
Washington
$6.57M +$355K +1,828 +6%
RIS
296
Retirement Income Solutions
Michigan
$6.56M -$414K -2,131 -6%
AIFAIM
297
American Institute for Advanced Investment Management
Arizona
$6.54M +$77.3K +398 +1%
ATI
298
ARK & TLK Investments
Oklahoma
$6.51M -$150K -773 -2%
RBCM
299
Raub Brock Capital Management
California
$6.5M +$261K +1,343 +4%
Vanguard Group
300
Vanguard Group
Pennsylvania
$6.48M +$198K +1,020 +3%
10 11
12
13 14