ISHARES RUSSELL 1000 VALUE E (IWD) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL 1000 VALUE E (IWD) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Eagle Capital Management, Renaissance Technologies LLC, Sequoia Financial Advisors, Mairs & Power Growth Fund, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2024Renaissance Technologies LLCBuy40,00047,800$8,849,214
Q4 2024Vulcan Value PartnersSell-9,8283,336$617,594
Q4 2024Sequoia Financial AdvisorsBuy2,45823,304$4,314,348
Q4 2024Dodge & Cox Stock FundBuy1,10017,100$3,165,723
Q4 2024Matrix Advisors Value FundBuy266,630$1,227,385
Q4 2024Matrix Private Capital GroupBuy231,623$300,453
Q3 2024Renaissance Technologies LLCSell-1,8007,800$1,480,440
Q3 2024Sequoia Financial AdvisorsSell-1,06320,846$3,956,660
Q3 2024Matrix Advisors Value FundBuy8186,604$1,253,434
Q3 2024Matrix Private Capital GroupBuy31,600$303,639
Q2 2024Renaissance Technologies LLCSell-21,7009,600$1,674,912
Q2 2024Donald Smith & Co.Buy2,80017,800$3,105,566
Q2 2024Matrix Advisors Value FundBuy9865,786$1,010,000
Q2 2024Matrix Private Capital GroupBuy2831,597$278,579
Q2 2024Sequoia Financial AdvisorsBuy16521,909$3,822,385
Q1 2024Matrix Advisors Value FundBuy1,2134,800$859,728
Q1 2024Sequoia Financial AdvisorsBuy27721,744$3,894,590
Q1 2024Matrix Private Capital GroupBuy11,314$235,435
Q4 2023Eagle Capital ManagementBuy21,39723,724$3,920,391
Q4 2023Matrix Advisors Value FundBuy4883,587$592,752
Q4 2023Sequoia Financial AdvisorsBuy21921,467$3,547,397
Q4 2023Matrix Private Capital GroupBuy31,313$217,016
Q3 2023Renaissance Technologies LLCBuy4,10031,300$4,752
Q3 2023Eagle Capital ManagementSell-3,3262,327$353,285
Q3 2023Sequoia Financial AdvisorsSell-79121,248$3,225,890
Q3 2023Matrix Advisors Value FundBuy6733,099$470,490
Q2 2023Eagle Capital ManagementSell-220,7545,653$892,213
Q2 2023Dodge & Cox Stock FundBuy11,00016,000$2,525,280
Q2 2023Donald Smith & Co.Buy2,00015,000$2,367,450
Q2 2023Matrix Advisors Value FundBuy8732,426$382,896

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.

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