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iShares Russell 1000 Value ETF
IWD

1,751 hedge funds and large institutions have $51.9B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 553 increasing their positions, 621 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 65

1.55% more ownership

Funds ownership: 78.74% → 80.29% (+1.5%)

4% more capital invested

Capital invested by funds: $50.1B → $51.9B (+$1.78B)

1% more funds holding

Funds holding: 1,734 → 1,751 (+17)

10% less funds holding in top 10

Funds holding in top 10: 105 → 94 (-11)

11% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 621

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,751
Holders Change
+17
Holders Change %
+0.98%
% of All Funds
22.98%
Holding in Top 10
94
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.48%
% of All Funds
1.23%
New
115
Increased
553
Reduced
621
Closed
65
Calls
$67.8M
Puts
$1.08B
Net Calls
-$1.01B
Net Calls Change
-$79.6M

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$278M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$203M
3
Morgan Stanley
Morgan Stanley
New York
+$140M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$68.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$49.8M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$826M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$109M
3
Stifel Financial
Stifel Financial
Missouri
-$57.5M
4
Bank of America
Bank of America
North Carolina
-$49M
5
JP Morgan Chase
JP Morgan Chase
New York
-$47.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
951
Root Financial Partners
California
$748K +$271K +1,364 +59%
ACS
952
Archford Capital Strategies
Illinois
$746K +$10.9K +55 +2%
RIM
953
Rockbridge Investment Management
New York
$744K -$3.98K -20 -0.5%
CAMG
954
CWA Asset Management Group
Florida
$744K -$243K -1,221 -25%
AFC
955
AFT Forsyth & Company
Florida
$743K +$1.19K +6 +0.2%
BWM
956
BKM Wealth Management
Wisconsin
$742K -$25.9K -130 -3%
HA
957
Hanover Advisors
South Carolina
$734K – – –
EFMC
958
Empire Financial Management Company
New York
$733K -$9.95K -50 -1%
WF
959
Warner Financial
Maryland
$731K +$2.59K +13 +0.4%
MAWA
960
Moss Adams Wealth Advisors
Washington
$726K – – –
MFC
961
Morris Financial Concepts
South Carolina
$726K +$21.7K +109 +3%
CCT
962
Capital City Trust
Florida
$725K – – –
IBOK
963
Independence Bank of Kentucky
Kentucky
$723K – – –
FGG
964
Financial Guidance Group
Florida
$721K – – –
SG
965
Stanich Group
New York
$721K -$44.2K -222 -6%
P
966
Pitcairn
Pennsylvania
$721K – – –
WW
967
Waterfront Wealth
Kansas
$720K – – –
BCM
968
Bourgeon Capital Management
Connecticut
$718K – – –
MIAS
969
Mason Investment Advisory Services
Virginia
$715K +$2.79K +14 +0.4%
MSAM
970
Moloney Securities Asset Management
Missouri
$708K +$1.19K +6 +0.2%
BTD
971
BankPlus Trust Department
Mississippi
$708K +$22.7K +114 +3%
CPIA
972
Cornell Pochily Investment Advisors
New York
$705K – – –
TYCC
973
Texas Yale Capital Corp
Florida
$704K +$17.9K +90 +3%
MWAM
974
Manhattan West Asset Management
California
$703K +$66.8K +336 +11%
AA
975
Auxano Advisors
Washington
$701K – – –
37 38
39
40 41

IWD Hedge Fund Activity: Q3 2025 in Review

1,751 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q3 2025, worth a combined $51.9B — up 3.6% from $50.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IWD positions and 65 closed out — a net gain of 50 holders — while 553 added to existing stakes and 621 trimmed.

The largest buyer was Prudential Financial, adding an estimated $278M. The largest seller was Goldman Sachs, cutting an estimated $826M.

  • 1,751 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q3 2025, up from 1,734 in Q2 2025.
  • Funds reported $51.9B of iShares Russell 1000 Value ETF stock for Q3 2025, up 3.6% quarter-over-quarter.
  • 115 funds opened new iShares Russell 1000 Value ETF positions in Q3 2025 and 65 closed out, a net change of +50 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q3 2025 was Prudential Financial, an estimated $278M added.
  • The largest iShares Russell 1000 Value ETF seller in Q3 2025 was Goldman Sachs, an estimated $826M sold.

Based on aggregated 13F filings for Q3 2025.