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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2021 | Sequoia Financial Advisors | Sell | -14,249 | 5,684 | $890 |
| Q3 2021 | Matrix Private Capital Group | Buy | 67 | 1,241 | $194 |
| Q2 2021 | Dodge & Cox Stock Fund | Sell | -59,500 | 26,000 | $4,124 |
| Q2 2021 | Sequoia Financial Advisors | Sell | -668 | 19,933 | $3,162 |
| Q2 2021 | Matrix Private Capital Group | Buy | 101 | 1,174 | $186 |
| Q1 2021 | Dodge & Cox Stock Fund | Buy | 85,500 | 85,500 | $12,958 |
| Q1 2021 | Sequoia Financial Advisors | Sell | -1,292 | 20,601 | $3,122 |
| Q4 2020 | Eagle Capital Management | Buy | 4,601 | 70,966 | $9,703 |
| Q4 2020 | Sequoia Financial Advisors | Buy | 191 | 21,893 | $2,993 |
| Q4 2020 | Matrix Private Capital Group | Sell | -20 | 1,073 | $147 |
| Q3 2020 | Sequoia Financial Advisors | Buy | 21,702 | 21,702 | $2,564 |
| Q3 2020 | Matrix Private Capital Group | Sell | -30 | 1,093 | $129 |
| Q2 2020 | Sequoia Financial Advisors | Sell | -19,646 | 0 | $2,497 |
| Q2 2020 | Renaissance Technologies LLC | Buy | 15,000 | 23,800 | $2,680 |
| Q2 2020 | Hancock Classic Value | Buy | 9,630 | 9,630 | $1,085 |
| Q2 2020 | Matrix Private Capital Group | Buy | 21 | 1,123 | $126 |
| Q1 2020 | Eagle Capital Management | Buy | 48,279 | 66,365 | $6,582 |
| Q1 2020 | Matrix Private Capital Group | Sell | -577 | 1,102 | $109 |
| Q1 2020 | Sequoia Financial Advisors | Sell | -78 | 19,646 | $1,948 |
| Q4 2019 | Eagle Capital Management | Sell | -55,742 | 18,086 | $2,468 |
| Q4 2019 | Vulcan Value Partners | Sell | -14,858 | 15,632 | $2,133 |
| Q4 2019 | Torray Fund | Buy | 2,774 | 2,774 | $379 |
| Q4 2019 | Matrix Private Capital Group | Buy | 1,679 | 1,679 | $229 |
| Q4 2019 | Sequoia Financial Advisors | Sell | -519 | 19,724 | $2,692 |
| Q3 2019 | Renaissance Technologies LLC | Sell | -4,300 | 8,800 | $1,129 |
| Q3 2019 | Sequoia Financial Advisors | Buy | 2,625 | 20,243 | $2,596 |
| Q2 2019 | Sequoia Financial Advisors | Sell | -1,914 | 17,618 | $2,241 |
| Q2 2019 | Mairs & Power Growth Fund | Sell | -50 | 4,025 | $512 |
| Q1 2019 | Sequoia Financial Advisors | Sell | -28,410 | 19,532 | $2,412 |
| Q1 2019 | Mairs & Power Growth Fund | Sell | -735 | 4,075 | $503 |
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.