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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 %
WSWA
1151
Warren Street Wealth Advisors
California
$422K +$185K +952 +78%
HBWM
1152
Hollow Brook Wealth Management
New York
$421K – – –
CA
1153
Centerpoint Advisors
Massachusetts
$421K – – –
WEG
1154
World Equity Group
Illinois
$421K +$94.6K +487 +29%
DDPIC
1155
Deroy & Devereaux Private Investment Counsel
Michigan
$420K -$12.6K -65 -3%
SFP
1156
Strategic Financial Partners
Oregon
$420K – – –
AWP
1157
Accretive Wealth Partners
New Jersey
$420K -$36.9K -190 -8%
JC
1158
Jentner Corp
Ohio
$419K – – –
GC
1159
Gibson Capital
Pennsylvania
$417K – – –
CIC
1160
Carnegie Investment Counsel
Ohio
$417K – – –
SWM
1161
Sentinel Wealth Management
Virginia
$415K +$415K +2,137 New
PWM
1162
Power Wealth Management
Georgia
$414K – – –
TSWM
1163
Tyler-Stone Wealth Management
Ohio
$414K – – –
WAM
1164
Weatherly Asset Management
California
$413K – – –
RDFA
1165
Ritter Daniher Financial Advisory
Ohio
$411K +$53.4K +275 +15%
AAG
1166
Armstrong Advisory Group
Massachusetts
$411K +$11.8K +61 +3%
CAAM
1167
Cornerstone Advisors Asset Management
Pennsylvania
$410K +$1.36K +7 +0.3%
Russell Investments Group
1168
Russell Investments Group
United Kingdom
$409K +$9.13K +47 +2%
AA
1169
Advisory Alpha
Michigan
$408K +$389 +2 +0.1%
EWA
1170
Evolution Wealth Advisors
Florida
$407K -$103K -529 -20%
VCP
1171
Verus Capital Partners
Arizona
$407K +$191K +986 +89%
WH
1172
Willner & Heller
California
$406K +$1.75K +9 +0.4%
MC
1173
McCarthy & Cox
Ohio
$405K -$777 -4 -0.2%
RP
1174
Rice Partnership
Hawaii
$405K +$62.5K +322 +18%
LKWM
1175
Lee-Kelleher Wealth Management
Maryland
$404K – – –
45 46
47
48 49