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 Form 13F filings. 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
Q1 2026Eagle Capital ManagementSell-411,9017,759$1,657,821
Q1 2026Renaissance Technologies LLCBuy90,60093,700$20,020,879
Q1 2026Sequoia Financial AdvisorsBuy1,65926,542$5,671,140
Q1 2026Mairs & Power Growth FundBuy6002,562$547,423
Q1 2026Matrix Private Capital GroupSell-281,560$333,412
Q1 2026Matrix Advisors Value FundBuy16,306$1,347,349
Q4 2025Eagle Capital ManagementBuy379,823419,660$88,271,350
Q4 2025Mairs & Power Growth FundSell-11,9241,962$412,687
Q4 2025Donald Smith & Co.Sell-3,30013,000$2,734,420
Q4 2025Renaissance Technologies LLCSell-8003,100$652,054
Q4 2025Ariel Appreciation FundBuy668668$140,507
Q4 2025Vulcan Value PartnersSell-5882,748$636
Q4 2025Sequoia Financial AdvisorsSell-41624,883$5,233,959
Q4 2025Matrix Advisors Value FundBuy336,305$1,326,254
Q4 2025Matrix Private Capital GroupBuy31,588$334,065
Q3 2025Eagle Capital ManagementBuy37,14739,837$8,110,385
Q3 2025Renaissance Technologies LLCSell-21,9003,900$794,001
Q3 2025Mairs & Power Growth FundBuy9,86113,886$585,728
Q3 2025Sequoia Financial AdvisorsBuy2,53625,299$5,150,433
Q3 2025Matrix Advisors Value FundBuy726,272$1,277,060
Q3 2025Matrix Private Capital GroupSell-81,585$322,783
Q2 2025Renaissance Technologies LLCSell-22,00025,800$5,011,134
Q2 2025Sequoia Financial AdvisorsSell-1,14822,763$4,421,252
Q2 2025Matrix Private Capital GroupSell-321,593$309,398
Q1 2025Eagle Capital ManagementSell-131,4182,690$506,150
Q1 2025Donald Smith & Co.Sell-1,50016,300$3,067,008
Q1 2025Sequoia Financial AdvisorsBuy60723,911$4,499,052
Q1 2025Matrix Advisors Value FundSell-4306,200$1,166,606
Q1 2025Matrix Private Capital GroupBuy21,625$305,847
Q4 2024Eagle Capital ManagementBuy110,384134,108$24,827,414

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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