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 2022Renaissance Technologies LLCBuy22,90027,200$4,125
Q4 2022Matrix Private Capital GroupSell-181,211$183,660
Q4 2022Matrix Advisors Value FundSell-1,4552,059$312,247
Q4 2022Sequoia Financial AdvisorsBuy52921,511$3,262,088
Q3 2022Eagle Capital ManagementBuy9,96929,785$4,050
Q3 2022Renaissance Technologies LLCSell-38,7004,300$585
Q3 2022Sequoia Financial AdvisorsSell-1,90820,982$2,853
Q2 2022Eagle Capital ManagementSell-40,60319,816$2,873
Q2 2022Matrix Private Capital GroupSell-101,229$178
Q2 2022Matrix Advisors Value FundBuy2,2053,514$509
Q2 2022Vulcan Value PartnersSell-2,46813,164$1,908
Q2 2022Sequoia Financial AdvisorsSell-1,31922,890$3,321
Q1 2022Dodge & Cox Stock FundBuy48,30050,300$8,349
Q1 2022Matrix Private Capital GroupSell-41,239$206
Q1 2022Matrix Advisors Value FundBuy1,3091,309$217
Q1 2022Sequoia Financial AdvisorsBuy4,06024,209$4,018
Q4 2021Eagle Capital ManagementSell-10,54760,419$10,146
Q4 2021Hillman Value FundBuy154154$26
Q4 2021Matrix Private Capital GroupBuy21,243$209
Q4 2021Sequoia Financial AdvisorsBuy14,46520,149$3,384
Q4 2021Renaissance Technologies LLCBuy19,20043,000$7,221
Q3 2021Dodge & Cox Stock FundSell-24,0002,000$313
Q3 2021Matrix Private Capital GroupBuy671,241$194
Q3 2021Sequoia Financial AdvisorsSell-14,2495,684$890
Q2 2021Dodge & Cox Stock FundSell-59,50026,000$4,124
Q2 2021Matrix Private Capital GroupBuy1011,174$186
Q2 2021Sequoia Financial AdvisorsSell-66819,933$3,162
Q1 2021Dodge & Cox Stock FundBuy85,50085,500$12,958
Q1 2021Sequoia Financial AdvisorsSell-1,29220,601$3,122
Q4 2020Eagle Capital ManagementBuy4,60170,966$9,703

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.