IWD

Ishares Russell 1000 Value E

-$707.2M

Net Activity

Institutions Holding

1893

Popularity Rank

#148

Avg Weight

0.58%

Total Value

$57.4B

Ownership Trend

1893 institutions currently hold IWD, with 693 net buyers and 806 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

806

Net Buying Institutions

693

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$9.9B
MS
Morgan Stanley
$9.0B
GS
Goldman Sachs Group INC
$2.5B
FL
FMR LLC
$2.0B
JC
Jpmorgan Chase & Co
$1.8B

Top 5 by Conviction

PL
Pacific Life Fund Advisors LLC
19.72%
SP
Stairway Partners, LLC
14.74%
GI
GLOBALT Investments LLC / GA
13.33%
7W
71 West Capital Partners
11.88%
JR
Jasper Ridge Partners, L.P.
11.73%
View all 1893 holding institutions

Quarterly Activity

Recent Activity

+$27.0B

Total Buy Value

$35.2B

Total Sell Value

New buy114
Trim704
Add579
Sold out102

693

Net Buyers

806

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES RUSSELL 1000 VALUE E (IWD)?
Major stakeholders currently include Bank Of America CORP /de/ ($9.9B), Morgan Stanley ($9.0B), Goldman Sachs Group INC ($2.5B). Based on the latest 13F filings, there are a total of 1893 tracked investment funds and institutions maintaining positions in IWD.
What is the overall institutional sentiment toward IWD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $707.2M, driven by 693 managers accumulating shares while 806 reduced their exposure.
Which institutions have been selling or reducing their IWD positions?
In the latest period, 704 funds trimmed their holdings, and 102 managers completely exited their positions. The aggregate reported sell value was $35.2B.
Are there any notable investors adding IWD to their portfolios?
Yes, buying activity remains notable. 114 institutions opened new positions in {ticker}, and 579 existing holders added to their shares. The total reported buy value for the quarter amounted to $27.0B.

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