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
22.85%
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 %
CIA
751
Capital Investment Advisors
Georgia
$1.17M -$1.17K -6 -0.1%
SIC
752
Sigma Investment Counselors
Michigan
$1.17M – – –
EWA
753
Exencial Wealth Advisors
Oklahoma
$1.16M +$424K +2,181 +57%
CIA
754
Choate Investment Advisors
Massachusetts
$1.16M +$77.7K +400 +7%
AWM
755
Angeles Wealth Management
California
$1.16M +$1.16M +5,984 New
SIA
756
SkyView Investment Advisors
New Jersey
$1.16M – – –
CA
757
Capital Advantage
California
$1.15M -$97.9K -504 -8%
Capital International Investors
758
Capital International Investors
California
$1.15M -$540K -2,792 -32%
AF
759
Apexium Financial
Texas
$1.15M +$8.94K +46 +0.8%
TWM
760
Thrive Wealth Management
Pennsylvania
$1.15M +$70.3K +362 +7%
Betterment LLC
761
Betterment LLC
New York
$1.14M +$35K +180 +3%
FPW
762
Fairvoy Private Wealth
Alabama
$1.14M +$28.4K +146 +3%
AF
763
Apollon Financial
South Carolina
$1.13M +$777 +4 +0.1%
MA
764
MONECO Advisors
Connecticut
$1.13M +$30.1K +155 +3%
PI
765
PFG Investments
New York
$1.13M +$3.89K +20 +0.3%
EWA
766
Encompass Wealth Advisors
Oregon
$1.13M – – –
CFO
767
Collective Family Office
Pennsylvania
$1.13M -$257K -1,325 -19%
CFGA
768
Cambridge Financial Group (Arizona)
Arizona
$1.12M +$86.8K +447 +8%
HI
769
Harbour Investments
Wisconsin
$1.12M -$58.5K -301 -5%
VW
770
Vance Wealth
California
$1.12M -$34.8K -179 -3%
PWM
771
Parkshore Wealth Management
California
$1.11M -$25.4K -131 -2%
JSW
772
Journey Strategic Wealth
New Jersey
$1.11M -$903K -4,648 -45%
BWP
773
Balboa Wealth Partners
Arizona
$1.11M +$1.11M +5,727 New
JCM
774
Jacobi Capital Management
Pennsylvania
$1.11M -$7.38K -38 -0.7%
EFG
775
Embree Financial Group
Illinois
$1.11M +$48.4K +249 +5%
29 30
31
32 33