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 %
FFA
776
Fragasso Financial Advisors
Pennsylvania
$1.11M -$6.8K -35 -0.6%
MC
777
Middleton & Co
Massachusetts
$1.11M – – –
SWM
778
Sendero Wealth Management
Texas
$1.11M – – –
PGWM
779
Parisi Gray Wealth Management
New Jersey
$1.1M -$25.1K -129 -2%
LOPW
780
Live Oak Private Wealth
North Carolina
$1.1M -$53K -273 -5%
TWA
781
TCI Wealth Advisors
Arizona
$1.09M -$9.32K -48 -0.8%
ACM
782
Advisors Capital Management
New Jersey
$1.09M -$85.9K -442 -7%
TFGT
783
TS Financial Group (TSFG)
Illinois
$1.08M +$194 +1 +0%
FMII
784
Farmers & Merchants Investments Inc
Nebraska
$1.08M -$333K -1,712 -24%
CWM
785
Cornerstone Wealth Management
Missouri
$1.08M -$4.08K -21 -0.4%
IAG
786
Investment Advisory Group
Massachusetts
$1.07M +$6.02K +31 +0.6%
WP
787
WealthShield Partners
North Carolina
$1.07M -$21.9K -113 -2%
LCM
788
Logan Capital Management
Pennsylvania
$1.07M -$473K -2,433 -31%
ACA
789
Atlas Capital Advisors
Wyoming
$1.07M +$148K +764 +16%
CHC
790
City Holding Co
West Virginia
$1.07M -$22.5K -116 -2%
FNT
791
First National Trust
Pennsylvania
$1.06M – – –
CTA
792
Chesley Taft & Associates
Illinois
$1.04M +$118K +605 +13%
HP
793
Holistic Planning
Texas
$1.04M +$39.4K +203 +4%
SCA
794
STALEY CAPITAL ADVISERS
Pennsylvania
$1.04M – – –
BWA
795
BlueChip Wealth Advisors
Georgia
$1.04M – – –
CWA
796
Core Wealth Advisors
Florida
$1.04M +$388 +2 +0%
FFA
797
First Foundation Advisors
California
$1.04M +$27.8K +143 +3%
AHC
798
Anderson Hoagland & Co
Missouri
$1.03M -$198K -1,020 -16%
SFPG
799
Stonebridge Financial Planning Group
Florida
$1.03M +$777 +4 +0.1%
JCM
800
Janney Capital Management
Pennsylvania
$1.03M -$151K -780 -13%
30 31
32
33 34