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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
PWP
1326
Private Wealth Partners
California
$307K – – –
PWMAG
1327
Pinnacle Wealth Management Advisory Group
New Jersey
$306K -$458K -2,300 -60%
LWMT
1328
Legacy Wealth Management (Tennessee)
Tennessee
$306K -$4.58K -23 -2%
BL
1329
Balentine LLC
Georgia
$306K -$198K -995 -40%
BCM
1330
Boreal Capital Management
Florida
$305K – – –
TIM
1331
Thompson Investment Management
Wisconsin
$305K – – –
AHB
1332
Abner Herrman & Brock
New Jersey
$305K +$298K +1,500 New
WA
1333
Wealth Architects
California
$305K – – –
WBG
1334
Wharton Business Group
Pennsylvania
$305K – – –
FPTW
1335
Franklin, Parlapiano, Turner & Welch
Texas
$302K – – –
EIP
1336
Easterly Investment Partners
Massachusetts
$302K – – –
RWP
1337
Ridgecrest Wealth Partners
California
$301K – – –
SWM
1338
Stockman Wealth Management
Montana
$300K – – –
PF
1339
PlanWiser Financial
Colorado
$300K – – –
CPCM
1340
Cardinal Point Capital Management
Ontario, Canada
$299K +$295K +1,484 New
MLL
1341
Moody Lynn & Lieberson
Massachusetts
$295K – – –
PC
1342
Permanens Capital
New York
$295K +$1.39K +7 +0.5%
CST
1343
Charles Schwab Trust
Nevada
$293K +$56.5K +284 +25%
AFA
1344
Arlington Financial Advisors
California
$292K – – –
LWM
1345
Lakeridge Wealth Management
Ohio
$291K +$398 +2 +0.1%
LIG
1346
Lokken Investment Group
Delaware
$290K – – –
VWM
1347
Verus Wealth Management
Wisconsin
$290K – – –
EWM
1348
Echo Wealth Management
Minnesota
$290K – – –
SCM
1349
Sollinda Capital Management
Florida
$290K – – –
WPW
1350
Watershed Private Wealth
Illinois
$290K -$796 -4 -0.3%
52 53
54
55 56

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.