IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,705 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, 571 increasing their positions, 573 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,705
Holders Change
+15
Holders Change %
+0.89%
% of All Funds
22.86%
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
571
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
+$115M
2
Wells Fargo
Wells Fargo
California
+$72.2M
3
IAA
Independence Asset Advisors
Pennsylvania
+$59.5M
4
MAM
Marquette Asset Management
Minnesota
+$57.9M
5
LPL Financial
LPL Financial
California
+$41.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$503M
2
APF
Alaska Permanent Fund
Alaska
-$342M
3
BlackRock
BlackRock
New York
-$232M
4
JWM
JP Wealth Management
South Carolina
-$190M
5
JHU
Johns Hopkins University
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
651
Beacon Financial Group
Texas
$1.52M -$14.2K -73 -0.9%
BSSFA
652
Baron Silver Stevens Financial Advisors
Florida
$1.52M – – –
NJIM
653
Nabity-Jensen Investment Management
Nebraska
$1.52M – – –
ARG
654
Advisory Resource Group
Oklahoma
$1.52M +$100K +515 +7%
JPG
655
Jordan Park Group
California
$1.51M – – –
B
656
Bensler
Washington
$1.51M +$388 +2 +0%
CWM
657
Calamos Wealth Management
Illinois
$1.51M +$312K +1,605 +26%
FCH
658
Freestone Capital Holdings
Washington
$1.51M +$12K +62 +0.8%
LFAS
659
Level Four Advisory Services
Texas
$1.5M -$6.4M -32,950 -81%
PFP
660
Paragon Financial Partners
California
$1.5M +$777 +4 +0.1%
BRWA
661
B. Riley Wealth Advisors
Florida
$1.5M +$1.5M +7,714 New
KFI
662
Key Financial Inc
Pennsylvania
$1.49M +$971 +5 +0.1%
EA
663
Enclave Advisors
Texas
$1.48M +$102K +525 +7%
RFG
664
RFP Financial Group
Georgia
$1.48M – – –
ADL
665
Asset Dedication LLC
California
$1.48M +$86.8K +447 +6%
AIM
666
Anchor Investment Management
South Carolina
$1.47M +$388 +2 +0%
SFA
667
Seneca Financial Advisors
New York
$1.47M -$5.63K -29 -0.4%
DK
668
David Kennon
Florida
$1.47M +$54K +278 +4%
ES
669
Eagle Strategies
New York
$1.47M -$17.7K -91 -1%
GG
670
GenWealth Group
New Jersey
$1.47M -$202K -1,039 -12%
PPC
671
Park Place Capital
Alabama
$1.46M -$225K -1,149 -13%
ML
672
Mayport LLC
Massachusetts
$1.46M – – –
KCM
673
Kornitzer Capital Management
Kansas
$1.46M – – –
WCP
674
Wick Capital Partners
Pennsylvania
$1.45M +$197K +1,173 +16%
MAM
675
MMA Asset Management
Pennsylvania
$1.45M – – –
25 26
27
28 29