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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 %
TCM
826
Tassel Capital Management
North Carolina
$969K -$76.3K -393 -7%
AAS
827
Annex Advisory Services
Wisconsin
$968K +$25.3K +130 +3%
EWA
828
Elevate Wealth Advisory
Georgia
$966K -$193K -995 -17%
FMI
829
F/M Investments
District of Columbia
$957K -$145K -749 -13%
BFA
830
Beaumont Financial Advisors
Massachusetts
$956K -$6.99K -36 -0.7%
PFG
831
Pacific Financial Group
Washington
$955K -$5.24K -27 -0.5%
ATC
832
Adirondack Trust Company
New York
$952K – – –
LI
833
LRI Investments
Florida
$951K -$480K -2,473 -34%
KIM
834
Kestra Investment Management
Texas
$950K +$532K +2,779 +128%
CAMG
835
CWA Asset Management Group
Florida
$947K +$508K +2,613 +115%
TWP
836
TFO Wealth Partners
Ohio
$935K – – –
HH
837
Hilltop Holdings
Texas
$935K +$90.1K +464 +11%
1IA
838
1834 Investment Advisors
Wisconsin
$930K +$194 +1 +0%
ANBT
839
American National Bank & Trust
Texas
$926K +$69.5K +358 +8%
UB
840
Umpqua Bank
Oregon
$923K -$28.6K -146 -3%
JSSH
841
J. Safra Sarasin Holding
$922K +$922K +4,764 New
HSWS
842
Higgins & Schmidt Wealth Strategies
Colorado
$921K +$921K +4,741 New
CFS
843
CRA Financial Services
New Jersey
$919K +$1.36K +7 +0.1%
CWA
844
Canvas Wealth Advisors
Kansas
$918K +$267K +1,345 +41%
BWL
845
Bogart Wealth LLC
Virginia
$913K -$18.6K -96 -2%
LT
846
Legacy Trust
Michigan
$912K – – –
CWM
847
Connecticut Wealth Management
Connecticut
$910K – – –
WWM
848
Woodside Wealth Management
Massachusetts
$906K – – –
LAM
849
Lakewood Asset Management
Illinois
$903K -$75K -386 -8%
CCM
850
Coldstream Capital Management
Washington
$903K -$209K -1,074 -19%
32 33
34
35 36