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 2020Matrix Private Capital GroupSell-201,073$147
Q4 2020Sequoia Financial AdvisorsBuy19121,893$2,993
Q3 2020Matrix Private Capital GroupSell-301,093$129
Q3 2020Sequoia Financial AdvisorsBuy21,70221,702$2,564
Q2 2020Matrix Private Capital GroupBuy211,123$126
Q2 2020Sequoia Financial AdvisorsSell-19,6460$2,497
Q2 2020Renaissance Technologies LLCBuy15,00023,800$2,680
Q2 2020Hancock Classic ValueBuy9,6309,630$1,085
Q1 2020Eagle Capital ManagementBuy48,27966,365$6,582
Q1 2020Matrix Private Capital GroupSell-5771,102$109
Q1 2020Sequoia Financial AdvisorsSell-7819,646$1,948
Q4 2019Torray FundBuy2,7742,774$379
Q4 2019Eagle Capital ManagementSell-55,74218,086$2,468
Q4 2019Vulcan Value PartnersSell-14,85815,632$2,133
Q4 2019Matrix Private Capital GroupBuy1,6791,679$229
Q4 2019Sequoia Financial AdvisorsSell-51919,724$2,692
Q3 2019Renaissance Technologies LLCSell-4,3008,800$1,129
Q3 2019Sequoia Financial AdvisorsBuy2,62520,243$2,596
Q2 2019Mairs & Power Growth FundSell-504,025$512
Q2 2019Sequoia Financial AdvisorsSell-1,91417,618$2,241
Q1 2019Mairs & Power Growth FundSell-7354,075$503
Q1 2019Sequoia Financial AdvisorsSell-28,41019,532$2,412
Q4 2018Mairs & Power Growth FundSell-254,810$534
Q4 2018Eagle Capital ManagementBuy37,62873,828$8,199
Q4 2018Renaissance Technologies LLCBuy11,30013,100$1,455
Q4 2018Vulcan Value PartnersBuy17,58730,490$3,386
Q4 2018Sequoia Financial AdvisorsBuy24,13447,942$5,324
Q3 2018Renaissance Technologies LLCBuy1,8001,800$228
Q3 2018Sequoia Financial AdvisorsSell-4,66923,808$3,015
Q2 2018Sequoia Financial AdvisorsBuy2,73528,477$3,336

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.