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
Q4 2018Eagle Capital ManagementBuy37,62873,828$8,199
Q4 2018Sequoia Financial AdvisorsBuy24,13447,942$5,324
Q4 2018Vulcan Value PartnersBuy17,58730,490$3,386
Q4 2018Renaissance Technologies LLCBuy11,30013,100$1,455
Q4 2018Mairs & Power Growth FundSell-254,810$534
Q3 2018Sequoia Financial AdvisorsSell-4,66923,808$3,015
Q3 2018Renaissance Technologies LLCBuy1,8001,800$228
Q2 2018Sequoia Financial AdvisorsBuy2,73528,477$3,336
Q1 2018Sequoia Financial AdvisorsBuy71025,742$2,969
Q1 2018Mairs & Power Growth FundBuy1004,835$580
Q4 2017Eagle Capital ManagementBuy27,55036,200$4,501
Q4 2017Vulcan Value PartnersBuy9,70012,903$1,604
Q4 2017Sequoia Financial AdvisorsSell-12725,032$2,989
Q3 2017Eagle Capital ManagementSell-37,9508,650$1,025
Q3 2017Sequoia Financial AdvisorsBuy8,98325,159$2,864
Q2 2017Sequoia Financial AdvisorsSell-12616,176$1,768
Q1 2017Sequoia Financial AdvisorsSell-1,86016,302$1,759
Q4 2016Eagle Capital ManagementSell-28,50046,600$5,221
Q4 2016Sequoia Financial AdvisorsSell-7,18318,162$1,923
Q4 2016Vulcan Value PartnersBuy3,2033,203$359
Q3 2016Sequoia Financial AdvisorsSell-59,38425,345$2,572
Q2 2016Sequoia Financial AdvisorsBuy77,34784,729$8,747
Q1 2016Sequoia Financial AdvisorsBuy6237,382$74,707
Q4 2015Sequoia Financial AdvisorsSell-107,1766,759$706
Q4 2015Eagle Capital ManagementBuy42,00075,100$7,349
Q4 2015Mairs & Power Growth FundBuy4,7354,735$463
Q3 2015Eagle Capital ManagementBuy22,70033,100$3,088
Q3 2015Sequoia Financial AdvisorsBuy9,392113,935$10,628
Q2 2015Sequoia Financial AdvisorsBuy35,952104,543$10,784
Q1 2015Sequoia Financial AdvisorsBuy61,83268,591$7,070

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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