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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
22.86%
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 %
SA
1376
Sicart Associates
New York
$256K – – –
SWMP
1377
Signature Wealth Management Partners
New Jersey
$255K +$1.17K +6 +0.5%
RLIM
1378
Red Lighthouse Investment Management
New York
$254K -$1.55M -7,962 -86%
MWM
1379
MorganRosel Wealth Management
Colorado
$254K – – –
AGWCA
1380
Annis Gardner Whiting Capital Advisors
Florida
$254K +$138K +708 +118%
LSA
1381
Lansing Street Advisors
Pennsylvania
$254K +$971 +5 +0.4%
AWAP
1382
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K -$9.71K -50 -4%
FYW
1383
Future You Wealth
New York
$251K – – –
GA
1384
Gordian Advisors
Arizona
$251K – – –
AWM
1385
Activest Wealth Management
Florida
$250K -$15.5K -80 -6%
MIM
1386
MTM Investment Management
South Carolina
$249K – – –
QFW
1387
QTR Family Wealth
Florida
$249K +$388 +2 +0.2%
OFA
1388
Oak Family Advisors
Illinois
$248K -$12.6K -65 -5%
AWP
1389
Abacus Wealth Partners
California
$248K – – –
SAM
1390
S.A. Mason
Michigan
$248K – – –
SWM
1391
SK Wealth Management
Rhode Island
$248K +$6.28K +32 +3%
OCM
1392
Orion Capital Management
California
$247K – – –
RCM
1393
RMR Capital Management
California
$247K – – –
GIP
1394
Greatmark Investment Partners
Georgia
$247K – – –
PA
1395
Persium Advisors
Georgia
$246K -$62.7K -323 -20%
CBT
1396
Crews Bank & Trust
Florida
$246K – – –
PP
1397
PDS Planning
Ohio
$246K -$1.55K -8 -0.6%
GKWIM
1398
Gerber Kawasaki Wealth & Investment Management
California
$245K -$20.4K -105 -8%
BWM
1399
BlackDiamond Wealth Management
New York
$245K +$245K +1,249 New
GD
1400
Grandfield & Dodd
New York
$244K – – –
54 55
56
57 58