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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 %
OLA
1201
Oliver Luxxe Assets
New Jersey
$377K -$43.3K -223 -10%
RT
1202
Rockland Trust
Massachusetts
$377K – – –
CCP
1203
Cassia Capital Partners
North Carolina
$376K – – –
BFPW
1204
BOK Financial Private Wealth
Colorado
$375K -$272K -1,400 -42%
BCMLT
1205
Beacon Capital Management LLC (Tennessee)
Tennessee
$372K +$1.55K +8 +0.4%
MP
1206
McDonald Partners
Ohio
$372K – – –
HIS
1207
Horizon Investment Services
Indiana
$371K – – –
AWA
1208
Arbor Wealth Advisors
Michigan
$371K – – –
IWM
1209
Integris Wealth Management
California
$369K – – –
JAG
1210
Journey Advisory Group
Kentucky
$369K – – –
JPWM
1211
Jamison Private Wealth Management
Georgia
$367K +$61.6K +317 +20%
PCM
1212
Poehling Capital Management
Wisconsin
$367K – – –
FA
1213
Fountainhead AM
New Jersey
$367K -$25.1K -129 -6%
GEA
1214
Glen Eagle Advisors
New Jersey
$365K – – –
BCA
1215
Bay Capital Advisors
Virginia
$363K -$2.33K -12 -0.6%
PAI
1216
Pittenger & Anderson Inc
Nebraska
$363K – – –
AIP
1217
Ameritas Investment Partners
Nebraska
$363K +$38.5K +198 +12%
IIM
1218
Ironwood Investment Management
Massachusetts
$363K – – –
PB
1219
Pinnacle Bancorp
Nebraska
$362K – – –
AIA
1220
AssuredPartners Investment Advisors
Florida
$361K -$47.2K -243 -12%
SPP
1221
Single Point Partners
Massachusetts
$360K -$2.14K -11 -0.6%
WT
1222
Washington Trust
Rhode Island
$360K -$3.89K -20 -1%
LWM
1223
LJI Wealth Management
Indiana
$359K – – –
PPW
1224
PACK Private Wealth
Minnesota
$358K – – –
SWP
1225
ShoreHaven Wealth Partners
New Jersey
$357K – – –
47 48
49
50 51