iShares Russell 1000 Value ETF
IWD
1,714 hedge funds and large institutions have $50.4B invested in iShares Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 524 increasing their positions, 650 reducing their positions, and 111 closing their positions.
9% more funds holding in top 10
Funds holding in top 10: 97 → 106 (+9)
8% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 111
0.13% more ownership
Funds ownership: 81.67% → 81.8% (+0.13%)
3% less capital invested
Capital invested by funds: $51.8B → $50.4B (-$1.42B)
1% less funds holding
Funds holding: 1,734 → 1,714 (-20)
19% less repeat investments, than reductions
Existing positions increased: 524 | Existing positions reduced: 650
90% less call options, than puts
Call options by funds: $114M | Put options by funds: $1.11B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$235M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$210M |
| 3 |
JWM
JP Wealth Management
Mt. Pleasant,
South Carolina
|
+$186M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$157M |
| 5 |
Goldman Sachs
New York
|
+$69.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$665M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$318M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$277M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$254M |
| 5 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$91.7M |
IWD Hedge Fund Activity: Q1 2025 in Review
1,714 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2025, worth a combined $50.4B — down 2.7% from $51.8B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new IWD positions and 111 closed out — a net gain of 9 holders — while 524 added to existing stakes and 650 trimmed.
The largest buyer was Pacific Life Fund Advisors, opening a new position worth an estimated $235M. The largest seller was Bank of America, cutting an estimated $665M.
- 1,714 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2025, down from 1,734 in Q4 2024.
- Funds reported $50.4B of iShares Russell 1000 Value ETF stock for Q1 2025, down 2.7% quarter-over-quarter.
- 120 funds opened new iShares Russell 1000 Value ETF positions in Q1 2025 and 111 closed out, a net change of +9 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2025 was Pacific Life Fund Advisors, an estimated $235M added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2025 was Bank of America, an estimated $665M sold.
Based on aggregated 13F filings for Q1 2025.