IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,703 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, 569 increasing their positions, 573 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,703
Holders Change
+14
Holders Change %
+0.83%
% of All Funds
22.84%
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
569
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 %
Bank of America
1
Bank of America
North Carolina
$9.68B -$146M -751,744 -1%
Morgan Stanley
2
Morgan Stanley
New York
$6.93B -$503M -2,589,088 -7%
Goldman Sachs
3
Goldman Sachs
New York
$3.01B -$28.5M -146,696 -0.9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.78B +$13M +67,043 +0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.72B -$81.4M -419,241 -5%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.7B -$197K -1,014 -0%
UBS Group
7
UBS Group
Switzerland
$1.52B -$28.4M -146,116 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.28B +$11.2M +57,669 +0.9%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.02B +$115M +593,784 +13%
Wells Fargo
10
Wells Fargo
California
$969M +$72.2M +371,477 +8%
Raymond James Financial
11
Raymond James Financial
Florida
$967M +$14.9M +76,936 +2%
Northern Trust
12
Northern Trust
Illinois
$917M +$39.8M +205,139 +5%
LPL Financial
13
LPL Financial
California
$809M +$41.9M +215,832 +5%
M&T Bank
14
M&T Bank
New York
$764M +$24.6M +126,874 +3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$663M +$11.2M +57,638 +2%
SF
16
Synovus Financial
Georgia
$629M +$11.7M +60,240 +2%
JRP
17
Jasper Ridge Partners
California
$490M -$29.1M -150,000 -6%
Prudential Financial
18
Prudential Financial
New Jersey
$469M -$45.4M -233,749 -9%
Truist Financial
19
Truist Financial
North Carolina
$439M -$8.23M -42,384 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$400M +$626K +3,221 +0.2%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$394M -$95.6M -494,282 -20%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$388M -$18.1M -92,964 -4%
Stifel Financial
23
Stifel Financial
Missouri
$351M -$16.9M -87,133 -5%
GI
24
GLOBALT Investments
Georgia
$336M -$10.1M -51,866 -3%
Citigroup
25
Citigroup
New York
$256M +$28.8M +148,422 +13%
1
2 3 4 5