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iShares Russell 1000 Value ETF
IWD

1,751 hedge funds and large institutions have $51.9B invested in iShares Russell 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 553 increasing their positions, 621 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 65

1.55% more ownership

Funds ownership: 78.74% → 80.29% (+1.5%)

4% more capital invested

Capital invested by funds: $50.1B → $51.9B (+$1.78B)

1% more funds holding

Funds holding: 1,734 → 1,751 (+17)

10% less funds holding in top 10

Funds holding in top 10: 105 → 94 (-11)

11% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 621

94% less call options, than puts

Call options by funds: $67.8M | Put options by funds: $1.08B

Holders
1,751
Holders Change
+17
Holders Change %
+0.98%
% of All Funds
22.98%
Holding in Top 10
94
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.48%
% of All Funds
1.23%
New
115
Increased
553
Reduced
621
Closed
65
Calls
$67.8M
Puts
$1.08B
Net Calls
-$1.01B
Net Calls Change
-$79.6M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$278M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$203M
3
Morgan Stanley
Morgan Stanley
New York
+$140M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$68.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$49.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$826M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$109M
3
Stifel Financial
Stifel Financial
Missouri
-$57.5M
4
Bank of America
Bank of America
North Carolina
-$49M
5
JP Morgan Chase
JP Morgan Chase
New York
-$47.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$40.3M -$409K -2,056 -1%
WA
102
Waverly Advisors
Alabama
$40.3M +$192K +963 +0.5%
SQA
103
Simon Quick Advisors
New Jersey
$38.8M -$920K -4,625 -2%
Lido Advisors
104
Lido Advisors
California
$37.7M -$1.03M -5,168 -3%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$37.6M +$253K +1,271 +0.7%
RFC
106
Regions Financial Corp
Alabama
$36.9M -$867K -4,357 -2%
AO
107
Advisor OS
Illinois
$36.7M -$237K -1,192 -0.7%
SCB
108
Saudi Central Bank
Saudi Arabia
$36.2M – – –
MA
109
MJP Associates
Connecticut
$35.9M -$1.14M -5,736 -3%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$35M +$7.45M +37,449 +28%
AP
111
Americana Partners
Texas
$34.7M +$15M +75,256 +79%
KPWS
112
Kestra Private Wealth Services
Texas
$33.9M +$261K +1,314 +0.8%
LFWA
113
LBJ Family Wealth Advisors
Texas
$33.4M -$122K -615 -0.4%
WANY
114
Wealthspire Advisors (New York)
New York
$32.8M +$2.41M +12,126 +8%
CIAS
115
CFS Investment Advisory Services
New Jersey
$32.7M +$665K +3,341 +2%
WC
116
Waterloo Capital
Texas
$30.9M +$814K +4,094 +3%
KAS
117
Kestra Advisory Services
Texas
$30.8M +$154K +774 +0.5%
PFPT
118
Pinnacle Financial Partners (Tennessee)
Tennessee
$29.9M -$2.95M -14,814 -9%
PSP
119
Pacific Sage Partners
Washington
$29.8M +$477K +2,399 +2%
OS
120
Objectivity Squared
South Carolina
$29.8M +$2.34M +11,754 +9%
RIM
121
Ryan Investment Management
Colorado
$29.7M +$1.87M +9,411 +7%
CA
122
Clearstead Advisors
Ohio
$29.6M -$137K -688 -0.5%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$29.4M -$24.3K -122 -0.1%
JE
124
JMAC Enterprises
Pennsylvania
$29.4M +$299K +1,505 +1%
SA
125
Sanctuary Advisors
Indiana
$29.2M +$5.55M +27,898 +24%
3 4
5
6 7

IWD Hedge Fund Activity: Q3 2025 in Review

1,751 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q3 2025, worth a combined $51.9B — up 3.6% from $50.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IWD positions and 65 closed out — a net gain of 50 holders — while 553 added to existing stakes and 621 trimmed.

The largest buyer was Prudential Financial, adding an estimated $278M. The largest seller was Goldman Sachs, cutting an estimated $826M.

  • 1,751 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q3 2025, up from 1,734 in Q2 2025.
  • Funds reported $51.9B of iShares Russell 1000 Value ETF stock for Q3 2025, up 3.6% quarter-over-quarter.
  • 115 funds opened new iShares Russell 1000 Value ETF positions in Q3 2025 and 65 closed out, a net change of +50 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q3 2025 was Prudential Financial, an estimated $278M added.
  • The largest iShares Russell 1000 Value ETF seller in Q3 2025 was Goldman Sachs, an estimated $826M sold.

Based on aggregated 13F filings for Q3 2025.