IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,689 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 119 funds opening new positions, 517 increasing their positions, 641 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,689
Holders Change
-24
Holders Change %
-1.4%
% of All Funds
22.95%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.41%
New
119
Increased
517
Reduced
641
Closed
110
Calls
$114M
Puts
$1.11B
Net Calls
-$992M
Net Calls Change
-$1.03B

Top Buyers

1
PLFA
Pacific Life Fund Advisors
California
$233M
2
Corient Private Wealth
Corient Private Wealth
Florida
$299M
3
UBS Group
UBS Group
Switzerland
$1.5B
4
Goldman Sachs
Goldman Sachs
New York
$2.94B
5
American Century Companies
American Century Companies
Missouri
$176M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.51B
2
Wells Fargo
Wells Fargo
California
$869M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$472M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23B
5
APF
Alaska Permanent Fund
Alaska
$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
1751
ERn Financial LLC
Wisconsin
– -$311K -1,679 Closed
GCP
1752
GSA Capital Partners
United Kingdom
– -$309K -1,671 Closed
IWA
1753
IBEX Wealth Advisors
New Jersey
– -$303K -1,639 Closed
ODG
1754
O'Dell Group
Ohio
– -$292K -1,577 Closed
BTWM
1755
Baker Tilly Wealth Management
Wisconsin
– -$290K -1,567 Closed
MA
1756
MJP Associates
Connecticut
– -$286K -1,544 Closed
LHWM
1757
Lake Hills Wealth Management
Texas
– -$266K -1,439 Closed
EMC
1758
Everest Management Corp
California
– -$266K -1,437 Closed
Fiera Capital (Canada)
1759
Fiera Capital (Canada)
Quebec, Canada
– -$261K -1,411 Closed
SCP
1760
Stevens Capital Partners
Nebraska
– -$261K -1,408 Closed
LWM
1761
Liberty Wealth Management
California
– -$252K -1,359 Closed
LWM
1762
Lyell Wealth Management
California
– -$244K -1,320 Closed
WCM Investment Management
1763
WCM Investment Management
California
– -$239K -1,294 Closed
HWM
1764
Howard Wealth Management
Connecticut
– -$237K -1,283 Closed
FBB
1765
Fulton Breakefield Broenniman
Maryland
– -$235K -1,267 Closed
AIM
1766
Archer Investment Management
Texas
– -$235K -1,267 Closed
NCFG
1767
New Century Financial Group
New Jersey
– -$234K -1,256 Closed
CBA
1768
Coastal Bridge Advisors
Connecticut
– -$224K -1,212 Closed
SNBOSD
1769
Security National Bank of So Dak
Iowa
– -$223K -1,205 Closed
BWM
1770
BCS Wealth Management
Tennessee
– -$217K -1,172 Closed
CFSG
1771
Community Financial Services Group
Vermont
– -$215K -1,163 Closed
IPW
1772
Inlet Private Wealth
Florida
– -$204K -1,102 Closed
ACM
1773
Argent Capital Management
Missouri
– -$202K -1,091 Closed
KL
1774
KilterHowling LLC
Colorado
– -$207K -1,071 Closed
WWA
1775
Wingate Wealth Advisors
Massachusetts
– -$171K -926 Closed
69 70
71
72 73