ISHARES RUSSELL 1000 VALUE E (IWD) Stock Institutional Trading Activity


ISHARES RUSSELL 1000 VALUE E (IWD) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Eagle Capital Management, Mairs & Power Growth Fund, Renaissance Technologies LLC, Ariel Appreciation Fund, and Vulcan Value Partners. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Vulcan Value PartnersSell-5882,748$636
Q4 2025Ariel Appreciation FundBuy668668$140,507
Q4 2025Matrix Private Capital GroupBuy31,588$334,065
Q4 2025Mairs & Power Growth FundSell-11,9241,962$412,687
Q4 2025Renaissance Technologies LLCSell-8003,100$652,054
Q4 2025Matrix Advisors Value FundBuy336,305$1,326,254
Q4 2025Eagle Capital ManagementBuy379,823419,660$88,271,350
Q3 2025Matrix Private Capital GroupSell-81,585$322,783
Q3 2025Mairs & Power Growth FundBuy9,86113,886$585,728
Q3 2025Renaissance Technologies LLCSell-21,9003,900$794,001
Q3 2025Matrix Advisors Value FundBuy726,272$1,277,060
Q3 2025Sequoia Financial AdvisorsBuy2,53625,299$5,150,433
Q3 2025Eagle Capital ManagementBuy37,14739,837$8,110,385
Q2 2025Matrix Private Capital GroupSell-321,593$309,398
Q2 2025Sequoia Financial AdvisorsSell-1,14822,763$4,421,252
Q2 2025Renaissance Technologies LLCSell-22,00025,800$5,011,134
Q1 2025Matrix Private Capital GroupBuy21,625$305,847
Q1 2025Eagle Capital ManagementSell-131,4182,690$506,150
Q1 2025Matrix Advisors Value FundSell-4306,200$1,166,606
Q1 2025Sequoia Financial AdvisorsBuy60723,911$4,499,052
Q1 2025Donald Smith & Co.Sell-1,50016,300$3,067,008
Q4 2024Dodge & Cox Stock FundBuy1,10017,100$3,165,723
Q4 2024Matrix Private Capital GroupBuy231,623$300,453
Q4 2024Vulcan Value PartnersSell-9,8283,336$617,594
Q4 2024Matrix Advisors Value FundBuy266,630$1,227,385
Q4 2024Sequoia Financial AdvisorsBuy2,45823,304$4,314,348
Q4 2024Renaissance Technologies LLCBuy40,00047,800$8,849,214
Q4 2024Eagle Capital ManagementBuy110,384134,108$24,827,414
Q3 2024Matrix Private Capital GroupBuy31,600$303,639
Q3 2024Matrix Advisors Value FundBuy8186,604$1,253,434

Frequently asked questions about IWD activity

  • Which institutional owners are buying IWD?

    Institutional owners buying IWD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWD activity?

    "Buy" means an investor increased their reported position in IWD compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL 1000 VALUE E (IWD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWD increasing?

    Institutional interest in IWD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.