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 %
BTD
976
BankPlus Trust Department
Mississippi
$653K – – –
CD
977
Chapin Davis
Maryland
$651K +$3.69K +19 +0.6%
BB
978
Bell Bank
North Dakota
$646K +$363K +1,869 +128%
LIM
979
Leavell Investment Management
Alabama
$644K -$194 -1 -0%
VCM
980
Vivaldi Capital Management
Illinois
$644K +$1.17K +6 +0.2%
SOS
981
Silver Oak Securities
Tennessee
$642K – – –
LCWP
982
Legacy Capital Wealth Partners
Arkansas
$637K +$637K +3,279 New
MWM
983
Melfa Wealth Management
Massachusetts
$636K – – –
GSWM
984
Greenup Street Wealth Management
Michigan
$634K – – –
HIS
985
Harvest Investment Services
Illinois
$631K +$1.36K +7 +0.2%
SPC
986
Sigma Planning Corp
Michigan
$631K +$45.8K +236 +8%
SEIA
987
Signature Estate & Investment Advisors
California
$631K -$50.9K -262 -7%
WA
988
WBH Advisory
Maryland
$628K +$399K +2,057 +175%
TA
989
TrueWealth Advisors
Alabama
$624K -$5.63K -29 -0.9%
CNBOF
990
City National Bank of Florida
Florida
$624K -$143K -734 -19%
TF
991
Tudor Financial
Ohio
$621K – – –
NIG
992
NFJ Investment Group
Texas
$616K -$849K -4,371 -58%
CAL
993
Capital Analysts LLC
Pennsylvania
$615K -$23.3K -120 -4%
SW
994
SVB Wealth
Massachusetts
$614K +$614K +3,161 New
CAG
995
Crestwood Advisors Group
Massachusetts
$614K +$10.1K +52 +2%
GG
996
Greenwood Gearhart
Arkansas
$613K – – –
GWS
997
Glassman Wealth Services
Virginia
$613K – – –
FI
998
Financial Insights
Washington
$613K -$21.9K -113 -3%
VCM
999
Virtue Capital Management
Tennessee
$613K +$68.8K +354 +13%
BWA
1000
Bordeaux Wealth Advisors
California
$610K – – –
38 39
40
41 42