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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 %
MW
1226
MBL Wealth
North Carolina
$356K – – –
PJWM
1227
Philip James Wealth Mangement
Georgia
$353K +$1.55K +8 +0.4%
RMDI
1228
R.M. Davis Inc
Maine
$353K +$2.53K +13 +0.7%
PGA
1229
Portland Global Advisors
Maine
$352K +$352K +1,811 New
CCG
1230
Cypress Capital Group
Florida
$351K – – –
GKIM
1231
GW&K Investment Management
Massachusetts
$350K – – –
RG
1232
Rathbones Group
United Kingdom
$349K +$10.1K +52 +3%
ME
1233
McIlrath & Eck
Washington
$349K +$388 +2 +0.1%
TWM
1234
Tanager Wealth Management
United Kingdom
$348K – – –
CFA
1235
CWS Financial Advisors
Michigan
$348K +$1.17K +6 +0.3%
LG
1236
LaFleur & Godfrey
Michigan
$346K – – –
KWA
1237
Kingswood Wealth Advisors
California
$346K +$4.27K +22 +1%
WMP
1238
Wealth Management Partners
Arizona
$343K – – –
VPF
1239
Vantage Point Financial
Illinois
$343K – – –
MWP
1240
Madison Wealth Partners
Wisconsin
$343K -$3.89K -20 -1%
AWM
1241
Altus Wealth Management
Kentucky
$342K – – –
FW
1242
Fairway Wealth
Ohio
$341K – – –
FNB
1243
Farmers National Bank
Kentucky
$341K -$9.71K -50 -3%
PEA
1244
Park Edge Advisors
Ohio
$340K -$42.9K -221 -11%
SC
1245
Schoolcraft Capital
Colorado
$339K -$120K -618 -26%
FPCG
1246
Forum Private Client Group
Indiana
$339K +$583 +3 +0.2%
MAS
1247
Meeder Advisory Services
Ohio
$339K -$148K -764 -30%
APW
1248
Acima Private Wealth
Virginia
$339K – – –
Wealthfront Advisers
1249
Wealthfront Advisers
California
$338K +$19.6K +101 +6%
RRWA
1250
Rainey & Randall Wealth Advisors
Florida
$338K -$1.36K -7 -0.4%
48 49
50
51 52