iShares Russell 1000 Value ETF
IWD
1,734 hedge funds and large institutions have $50.1B invested in iShares Russell 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 584 increasing their positions, 578 reducing their positions, and 89 closing their positions.
53% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 89
1% more funds holding
Funds holding: 1,714 → 1,734 (+20)
1% more repeat investments, than reductions
Existing positions increased: 584 | Existing positions reduced: 578
1% less capital invested
Capital invested by funds: $50.4B → $50.1B (-$306M)
1% less funds holding in top 10
Funds holding in top 10: 106 → 105 (-1)
3.06% less ownership
Funds ownership: 81.8% → 78.74% (-3.1%)
87% less call options, than puts
Call options by funds: $138M | Put options by funds: $1.07B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$110M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$68.8M |
| 3 |
IAA
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
+$56.7M |
| 4 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
+$55.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$40M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$480M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$342M |
| 3 |
BlackRock
New York
|
-$221M |
| 4 |
JWM
JP Wealth Management
Mt. Pleasant,
South Carolina
|
-$181M |
| 5 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
-$151M |
IWD Hedge Fund Activity: Q2 2025 in Review
1,734 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2025, worth a combined $50.1B — down 0.61% from $50.4B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new IWD positions and 89 closed out — a net gain of 47 holders — while 584 added to existing stakes and 578 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $480M.
- 1,734 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2025, up from 1,714 in Q1 2025.
- Funds reported $50.1B of iShares Russell 1000 Value ETF stock for Q2 2025, down 0.61% quarter-over-quarter.
- 136 funds opened new iShares Russell 1000 Value ETF positions in Q2 2025 and 89 closed out, a net change of +47 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2025 was Baird Financial Group, an estimated $110M added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2025 was Morgan Stanley, an estimated $480M sold.
Based on aggregated 13F filings for Q2 2025.