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 %
PWP
1001
Perfromance Wealth Partners
Illinois
$610K +$126K +650 +26%
FSA
1002
Fort Sheridan Advisors
Illinois
$608K -$242K -1,247 -28%
RSWA
1003
Robinson Smith Wealth Advisors
Maine
$607K – – –
CIAS
1004
Capital Investment Advisory Services
North Carolina
$606K – – –
MWAM
1005
Manhattan West Asset Management
California
$606K – – –
FDDB
1006
Fidelity D&D Bancorp
Pennsylvania
$605K – – –
GLA
1007
Good Life Advisors
Pennsylvania
$603K -$2.14K -11 -0.4%
JF
1008
JSF Financial
California
$602K +$117K +602 +24%
CAS
1009
Coppell Advisory Solutions
Texas
$600K +$600K +3,102 New
IAA
1010
Independent Advisor Alliance
North Carolina
$599K +$17.1K +88 +3%
BBPWM
1011
Blue Bell Private Wealth Management
Pennsylvania
$598K +$262K +1,350 +78%
SA
1012
Skyline Advisors
Washington
$596K +$1.94K +10 +0.3%
WI
1013
WrapManager Inc
California
$595K -$19K -98 -3%
WFAG
1014
Wescott Financial Advisory Group
Pennsylvania
$594K +$971 +5 +0.2%
TCOV
1015
Trust Company of Vermont
Vermont
$591K +$136K +702 +30%
TA
1016
TFB Advisors
Kansas
$591K -$11.1K -57 -2%
KHCM
1017
Kirtland Hills Capital Management
Ohio
$591K – – –
MPW
1018
MASECO Private Wealth
$588K +$588K +3,028 New
OP
1019
ORG Partners
Indiana
$585K +$130K +662 +28%
DWM
1020
Darwin Wealth Management
Florida
$585K -$178K -918 -23%
Fisher Asset Management
1021
Fisher Asset Management
Washington
$584K +$177K +910 +43%
FCFC
1022
First Commonwealth Financial Corp
Pennsylvania
$582K -$6.41K -33 -1%
LCM
1023
Lunt Capital Management
Utah
$582K – – –
WTA
1024
Washington Trust Advisors
Massachusetts
$581K -$239K -1,228 -29%
OWM
1025
Orgel Wealth Management
Wisconsin
$578K +$40.2K +207 +7%
39 40
41
42 43