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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 %
CBT
1776
CoreFirst Bank & Trust
Kansas
– -$162K -877 Closed
PCWA
1777
Pacific Capital Wealth Advisors
California
– -$158K -853 Closed
EW
1778
Element Wealth
Mississippi
– -$119K -641 Closed
Federated Hermes
1779
Federated Hermes
Pennsylvania
– -$116K -624 Closed
KBFS
1780
Kohmann Bosshard Financial Services
Ohio
– -$110K -593 Closed
MSS
1781
Mitchell Sinkler & Starr
Pennsylvania
– -$79.6K -430 Closed
SIM
1782
Synergy Investment Management
Florida
– -$78.7K -425 Closed
CSPIA
1783
Cary Street Partners Investment Advisory
Virginia
– -$62.9K -340 Closed
RWS
1784
Retirement Wealth Solutions
Wisconsin
– -$61.9K -337 Closed
DP
1785
Denver PWM
Colorado
– -$58.6K -316 Closed
VWM
1786
Venturi Wealth Management
Texas
– -$56.7K -306 Closed
CJ
1787
Caitlin John
Michigan
– -$48.1K -260 Closed
AWM
1788
Aberdeen Wealth Management
Illinois
– -$37K -200 Closed
PWS
1789
Peterson Wealth Services
Utah
– -$32K -173 Closed
EBA
1790
Eagle Bay Advisors
New York
– -$31.7K -171 Closed
MFG
1791
Mendota Financial Group
Wisconsin
– -$30.4K -164 Closed
VHAM
1792
Van Hulzen Asset Management
California
– -$15K -81 Closed
MCM
1793
MidAtlantic Capital Management
Virginia
– -$8.89K -48 Closed
SAM
1794
Synergy Asset Management
Washington
– -$7.97K -42 Closed
MFG
1795
Menard Financial Group
Texas
– -$7.22K -39 Closed
PCA
1796
PMV Capital Advisers
Texas
– -$6.29K -34 Closed
SFG
1797
Stonebridge Financial Group
Pennsylvania
– -$5K -27 Closed
TRCT
1798
Tower Research Capital (TRC)
New York
– -$2.04K -11 Closed
TCG
1799
Transcendent Capital Group
Oklahoma
– -$1.67K -9 Closed
TCA
1800
Trifecta Capital Advisors
Illinois
– -$371 -2 Closed
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