iShares Russell 1000 Value

IWD • ARCA

iShares Russell 1000 Value is an exchange-traded fund on ARCA. As of Q3 2025, 1,701 institutional investors hold shares in this ETF, with total holdings valued at $51.7B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $10.1B.

Overview

Overview of institutional ownership in IWD as of Q3 2025

All Institutions

Institutions: 1,701
Value Held: $51.7B
Shares Held: 254.0M
Avg Position: $30.4M
Median Position: $927.1K

Hedge Funds

Hedge Funds: 17
Value Held: $84.4M
Shares Held: 414.5K
Avg Position: $5.0M
Median Position: $814.4K

Biggest Investors

Institutions with the largest positions in IWD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$10.1B 0.76% of portfolio	49.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$7.4B 0.45% of portfolio	36.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$2.3B 0.33% of portfolio	11.3M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
FMR LLC Institution	-	$2.0B 0.10% of portfolio	9.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$1.8B 0.12% of portfolio	8.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
F Financial Engines Advisors L.L.C. Institution	-	$1.7B 3.33% of portfolio	8.6M shares	Q1 2018 Held for 7y 8m	$52.4B
UBS Group AG Institution	Sergio P. Ermotti CEO	$1.6B 0.31% of portfolio	7.7M shares	Q4 2014 Held for 10y 11m	$511.54B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$1.4B 0.40% of portfolio	6.7M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
Baird Financial Group, Inc. Private Equity	Paul Lee Schultz General Counsel	$1.1B 1.84% of portfolio	5.6M shares	Q2 2015 Held for 10y 5m	$62.0B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$1.0B 0.34% of portfolio	5.2M shares	Q4 2024 Held for 11 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for IWD in Q3 2025

Net Flow: −$533.0M
Buyers: 569
Sellers: 670
Total Bought: +$1.4B
Total Sold: −$1.9B
Avg Position: $30.7M

Biggest Buyers

Institution	Net Bought	Current Position
PRUDENTIAL FINANCIAL INC Institution	+$284.4M +1.4M shares	$775.8M 3.8M shares
FMR LLC Institution	+$207.3M +1.0M shares	$2.0B 9.9M shares
MORGAN STANLEY RIA/Wealth	+$143.3M +703.8K shares	$7.4B 36.4M shares
Baird Financial Group, Inc. Private Equity	+$69.9M +343.5K shares	$1.1B 5.6M shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$51.0M +250.5K shares	$59.3M 291.2K shares
N Nuveen, LLC Institution	+$49.5M +243.2K shares	$61.5M 302.3K shares
FRANKLIN RESOURCES INC Institution	+$38.7M +190.3K shares	$115.4M 566.9K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$35.9M +176.1K shares	$1.0B 5.2M shares
Cetera Investment Advisers RIA/Wealth	+$34.6M +169.9K shares	$267.1M 1.3M shares
NORTHERN TRUST CORP Institution	+$33.1M +162.8K shares	$994.8M 4.9M shares

Biggest Sellers

Institution	Net Sold	Current Position
GOLDMAN SACHS GROUP INC Institution	−$845.7M −4.2M shares	$2.3B 11.3M shares
J JONES FINANCIAL COMPANIES LLLP Institution	−$111.5M −549.2K shares	$302.1M 1.5M shares
S STIFEL FINANCIAL CORP Long Only Manager	−$58.9M −289.1K shares	$308.7M 1.5M shares
BANK OF AMERICA CORP /DE/ Institution	−$50.1M −246.3K shares	$10.1B 49.6M shares
JPMORGAN CHASE & CO Institution	−$48.9M −240.2K shares	$1.8B 8.9M shares
B BNP PARIBAS ARBITRAGE, SA Institution	−$38.5M −189.3K shares	$112.2M 551.2K shares
F Financial Engines Advisors L.L.C. Institution	−$36.6M −179.8K shares	$1.7B 8.6M shares
M&T BANK CORP Institution	−$36.4M −178.7K shares	$763.9M 3.8M shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$32.1M −165.5K shares	Sold Off 0 shares
UBS Group AG Institution	−$27.6M −135.6K shares	$1.6B 7.7M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IWD in Q3 2025

New Positions: 42
New Value: $32.8M
Exited Positions: 67
Exited Value: $140.6M

New Positions

Institution	Position Value
Berman McAleer LLC RIA/Wealth	$14.3M 70.0K shares
M My Personal CFO, LLC RIA/Wealth	$3.8M 18.8K shares
Granite Harbor Advisors, Inc. RIA/Wealth	$2.5M 12.3K shares
Hansen & Associates Financial Group, Inc. RIA/Wealth	$1.6M 7.9K shares
Fortitude Family Office, LLC Family Office	$1.1M 5.3K shares
HORAN Wealth, LLC RIA/Wealth	$677.6K 3.3K shares
KLINGENSTEIN FIELDS & CO LLC RIA/Wealth	$666.2K 3.3K shares
G Ground Swell Capital, LLC Hedge Fund•Multi-Strategy	$595.5K 2.9K shares
Signal Advisors Wealth, LLC RIA/Wealth	$539.4K 2.6K shares
C CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager	$488.6K 2.4K shares

Exited Positions

Institution	Previous Position
L Laurel Wealth Advisors LLC RIA/Wealth	$32.1M 165.5K shares
River Road Asset Management, LLC Long Only Manager	$25.5M 130.5K shares
SRS Capital Advisors, Inc. RIA/Wealth	$20.1M 97.4K shares
MD SASS INVESTORS SERVICES INC Long Only Manager	$11.7M 60.0K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$11.0M 56.4K shares
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	$6.7M 34.6K shares
FIRST MERCHANTS CORP Institution	$4.6M 23.9K shares
Walleye Trading LLC RIA/Wealth	$4.1M 21.0K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$3.9M 19.9K shares
D DRW Securities, LLC Institution	$3.6M 18.6K shares

Options Activity

Institutions with the largest Call and Put options positions in IWD as of Q3 2025

Call Positions: 6
Call Value: $67.8M
Put Positions: 7
Put Value: $1.1B

Call Positions

Institution	Position Value
UBS Group AG Institution	$40.7M 2.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$14.4M 707.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$9.3M 456.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$1.7M 84.0 contracts
J JANE STREET GROUP, LLC Institution	$1.6M 81.0 contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Put Positions

Institution	Position Value
Elliott Investment Management L.P. Hedge Fund•Multi-Strategy	$1.0B 50.0K contracts
UBS Group AG Institution	$40.7M 2.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$14.1M 694.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$1.4M 69.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$712.6K 35.0 contracts
J JANE STREET GROUP, LLC Institution	$285.0K 14.0 contracts
Smith & Howard Wealth Management, LLC RIA/Wealth	$87.5K 5.0 contracts

Most Committed Institutions

Institutions with IWD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Independence Asset Advisors, LLC Fund of Funds	Katie Elizabeth Kearns President	36.68% $69.9M	343.6K shares	Q2 2025 Held for 5 months	$190.7M
Pacific Life Fund Advisors LLC Fund of Funds	Howard Tomio Hirakawa President	22.54% $219.7M	1.1M shares	Q1 2025 Held for 8 months	$974.8M
L LWM ADVISORS INC Institution	-	21.21% $23.6M	116.0K shares	Q4 2024 Held for 11 months	$111.3M
FSA Wealth Management LLC RIA/Wealth	Simon John Heslop President	19.94% $54.5M	267.6K shares	Q3 2024 Held for 1y 2m	$273.3M
L LBJ Family Wealth Advisors, Ltd. Family Office	Faith Creighton Vincent CIO	18.30% $33.4M	164.3K shares	Q4 2014 Held for 10y 11m	$182.7M
Objectivity Squared, LLC Private Equity	-	17.80% $29.8M	146.5K shares	Q4 2023 Held for 1y 11m	$167.6M
W Wind River Trust Co Institution	-	17.76% $47.6M	233.7K shares	Q3 2013 Held for 12y 2m	$267.9M
L LANDAAS & CO /WI /ADV Institution	-	16.82% $73.5M	361.1K shares	Q3 2017 Held for 8y 2m	$437.1M
C Covenant Partners, LLC RIA/Wealth	Wendy Lynn Vasquez CCO	16.71% $58.7M	288.5K shares	Q4 2018 Held for 6y 11m	$351.5M
Ryan Investment Management, Inc. RIA/Wealth	Christopher Sean Ryan President	16.52% $29.7M	146.0K shares	Q2 2025 Held for 5 months	$179.9M

Hedge Fund Spotlight

Discover hedge funds investing in IWD

BALYASNY ASSET MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDmitry Balyasny

Portfolio Value: $48.1B
Positions: 1,894
Last Reported: Q3 2025

Sector Allocation

Position in iShares Russell 1000 Value

Market Value: $3.0M
Shares Held: 14.8K
Portfolio Weight: 0.01%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 iShares Core S&P 500 ETF IVV	ETF ETF	$1.1B	2.29%
2 Microsoft MSFT	Software - Infrastructure Technology	$1.1B	2.23%
3 Nvidia NVDA	Semiconductors Technology	$905.7M	1.88%