Who Owns IWD?
iShares Russell 1000 Value ETF — Institutional Ownership & 13F Holdings
$227.81
+0.18 (+0.08%)
Market Cap
$66.8B
Shares Outstanding
305,399,991
Institutional Holders
1,674
Total Inst. Value
$43.2B
% of Float Held
—
QoQ Holder Change
+736
Institutional data as of Q1 2025
New Positions
466
Closed Positions
119
Increased
416
Decreased
525
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $9.5B | 50,568,567 |
| 2 | MORGAN STANLEY | $7.2B | 38,268,369 |
| 3 | GOLDMAN SACHS GROUP INC | $2.9B | 15,629,692 |
| 4 | FMR LLC | $1.7B | 9,260,920 |
| 5 | JPMORGAN CHASE & CO | $1.7B | 9,085,957 |
| 6 | Financial Engines Advisors L.L.C. | $1.6B | 8,759,085 |
| 7 | UBS Group AG | $1.5B | 7,960,372 |
| 8 | RAYMOND JAMES FINANCIAL INC | $922.3M | 4,901,855 |
| 9 | Baird Financial Group, Inc. | $880.9M | 4,681,498 |
| 10 | WELLS FARGO & COMPANY/MN | $868.5M | 4,615,805 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | +363K | $2.9B |
| UBS Group AG | +823K | $1.5B |
| Baird Financial Group, Inc. | +82K | $880.9M |
| NORTHERN TRUST CORP | +253K | $850.2M |
| Stairway Partners, LLC | +36K | $239.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -3.5M | $9.5B |
| WELLS FARGO & COMPANY/MN | -1.7M | $868.5M |
| JONES FINANCIAL COMPANIES LLLP | -1.5M | $470.9M |
| Alaska Permanent Fund Corp | -482K | $341.8M |
| RAYMOND JAMES FINANCIAL INC | -352K | $922.3M |
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Frequently Asked Questions
How many institutional investors hold IWD?
As of Q1 2025, 1674 institutional investors report holding IWD (iShares Russell 1000 Value ETF) in their 13F filings.
Which hedge fund owns the most IWD?
The largest institutional holder of IWD is BANK OF AMERICA CORP /DE/ with $9.5B in shares.
Are institutions buying or selling IWD?
This quarter, 466 institutions opened new positions in IWD and 119 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.