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 %
MAWA
951
Moss Adams Wealth Advisors
Washington
$693K -$271K -1,394 -28%
CCT
952
Capital City Trust
Florida
$692K +$229K +1,178 +49%
SAM
953
Smartleaf Asset Management
Massachusetts
$692K +$285K +1,474 +70%
IBOK
954
Independence Bank of Kentucky
Kentucky
$690K – – –
FGG
955
Financial Guidance Group
Florida
$688K – – –
P
956
Pitcairn
Pennsylvania
$687K – – –
HS
957
Horan Securities
United States
$686K +$2.72K +14 +0.4%
BCM
958
Bourgeon Capital Management
Connecticut
$685K – – –
WW
959
Waterfront Wealth
Kansas
$685K – – –
MIAS
960
Mason Investment Advisory Services
Virginia
$679K +$2.91K +15 +0.4%
SCM
961
Smead Capital Management
Arizona
$679K -$572K -2,944 -46%
WAM
962
Wakefield Asset Management
Colorado
$678K -$1.61M -8,293 -70%
PS
963
Principal Securities
Iowa
$676K +$162K +833 +31%
MSAM
964
Moloney Securities Asset Management
Missouri
$674K +$1.17K +6 +0.2%
SP
965
Stonebrook Private
Michigan
$674K -$29.5K -152 -4%
CPIA
966
Cornell Pochily Investment Advisors
New York
$673K +$9.71K +50 +1%
MFC
967
Morris Financial Concepts
South Carolina
$672K -$182K -938 -21%
AA
968
Auxano Advisors
Washington
$669K – – –
GWMR
969
GC Wealth Management RIA
Massachusetts
$668K +$436K +2,243 +188%
JIP
970
Jaffetilchin Investment Partners
Florida
$665K +$2.72K +14 +0.4%
CFP
971
Cascade Financial Partners
California
$660K – – –
WP
972
Westmount Partners
California
$658K -$10.7K -55 -2%
CBA
973
Coastal Bridge Advisors
Connecticut
$657K +$657K +3,383 New
TYCC
974
Texas Yale Capital Corp
Florida
$655K – – –
MIM
975
Miller Investment Management
Pennsylvania
$654K – – –
37 38
39
40 41