IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,690 hedge funds and large institutions have $50.4B invested in iShares Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 518 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,690
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.96%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.41%
New
119
Increased
518
Reduced
641
Closed
110
Calls
$114M
Puts
$1.11B
Net Calls
-$992M
Net Calls Change
-$1.03B

Top Buyers

1
PLFA
Pacific Life Fund Advisors
California
+$233M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$208M
3
UBS Group
UBS Group
Switzerland
+$155M
4
Goldman Sachs
Goldman Sachs
New York
+$68.4M
5
American Century Companies
American Century Companies
Missouri
+$67.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$657M
2
Wells Fargo
Wells Fargo
California
-$314M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$271M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$251M
5
APF
Alaska Permanent Fund
Alaska
-$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
901
Titleist Asset Management
Texas
$757K +$17.7K +94 +2%
AFA
902
Alpha Financial Advisors
North Carolina
$756K – – –
SIM
903
SSI Investment Management
California
$756K – – –
FFWA
904
Forthright Family Wealth Advisory
Texas
$756K – – –
BAM
905
Bosun Asset Management
Illinois
$753K – – –
CCA
906
Cypress Capital Advisors
Tennessee
$749K – – –
PWMAG
907
Pinnacle Wealth Management Advisory Group
New Jersey
$749K +$188 +1 +0%
PD
908
Planning Directions
Pennsylvania
$748K +$748K +3,973 New
MAM
909
MWA Asset Management
Massachusetts
$747K -$8.09K -43 -1%
RIG
910
RiverFront Investment Group
Virginia
$745K +$83.2K +442 +13%
DPW
911
DiNuzzo Private Wealth
Pennsylvania
$745K – – –
TPI
912
Trust Point Inc
Wisconsin
$743K – – –
CNBOF
913
City National Bank of Florida
Florida
$743K +$332K +1,763 +81%
OAM
914
Occidental Asset Management
California
$741K – – –
CA
915
Continuum Advisory
Idaho
$740K -$753 -4 -0.1%
AWM
916
Accurate Wealth Management
Florida
$737K -$37.5K -213 -5%
MFF
917
Michels Family Financial
Texas
$737K -$3.76K -20 -0.5%
DCA
918
DSG Capital Advisors
Minnesota
$735K – – –
RF
919
Roxbury Financial
New Jersey
$731K -$73.3K -377 -9%
MFA
920
Mayflower Financial Advisors
Massachusetts
$729K +$7.34K +39 +1%
BFWA
921
Benchmark Financial Wealth Advisors
Florida
$728K +$1.69K +9 +0.2%
DWM
922
Darwin Wealth Management
Florida
$728K – – –
RA
923
Rodgers & Associates
Pennsylvania
$721K +$12.8K +68 +2%
WPC
924
Wedmont Private Capital
Pennsylvania
$719K +$352 +2 +0%
EWA
925
Exencial Wealth Advisors
Oklahoma
$717K +$31.8K +169 +5%
35 36
37
38 39