iShares Russell 1000 Value ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$278M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$203M |
| 3 |
Morgan Stanley
New York
|
+$140M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$68.3M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$49.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$826M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$109M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$57.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$49M |
| 5 |
JP Morgan Chase
New York
|
-$47.8M |
IWD Hedge Fund Activity: Q3 2025 in Review
1,751 of the 7,620 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.