IWD icon

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 %
FWA
1451
FSM Wealth Advisors
Ohio
$222K +$196 +1 +0.1%
SAM
1452
SP Asset Management
California
$221K +$221K +1,140 New
NFA
1453
Northern Financial Advisors
Michigan
$220K – – –
IWS
1454
Insight Wealth Strategies
California
$220K +$196 +1 +0.1%
EPM
1455
Elm Partners Management
Pennsylvania
$219K -$88K -453 -29%
HG
1456
Harbor Group
New Hampshire
$217K +$389 +2 +0.2%
SFG
1457
SNS Financial Group
Minnesota
$217K – – –
JTWM
1458
Jackson Thornton Wealth Management
Alabama
$216K -$27.2K -139 -11%
BWMG
1459
Barnes Wealth Management Group
California
$215K -$194 -1 -0.1%
KCM
1460
Kathmere Capital Management
Pennsylvania
$214K – – –
HNWAG
1461
High Net Worth Advisory Group
Florida
$214K – – –
VFG
1462
V2 Financial group
Illinois
$214K – – –
NL
1463
NVWM LLC
Pennsylvania
$214K – – –
Schroder Investment Management Group
1464
Schroder Investment Management Group
United Kingdom
$214K – – –
CF
1465
Convergence Financial
Missouri
$213K +$213K +1,097 New
BIP
1466
Blue Investment Partners
California
$212K – – –
CWM
1467
Collaborative Wealth Management
Florida
$212K +$212K +1,089 New
MSWA
1468
Marshall & Sterling Wealth Advisors
New York
$211K -$53.4K -276 -20%
PCA
1469
Prosperity Capital Advisors
Ohio
$211K +$211K +1,084 New
AIM
1470
Advyzon Investment Management
Illinois
$211K +$85.3K +439 +68%
VAF
1471
Values Added Financial
District of Columbia
$210K – – –
RC
1472
Roundview Capital
New Jersey
$210K -$20K -103 -9%
LSWP
1473
Liberty Square Wealth Partners
Pennsylvania
$210K – – –
ClearBridge Investments
1474
ClearBridge Investments
New York
$210K -$2.07M -10,673 -91%
KL
1475
KilterHowling LLC
Colorado
$210K +$210K +1,080 New
57 58
59
60 61