iShares Russell 1000 Value E ETF (IWD): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
5 concentrated managers hold it with a median weight of 0.0%.
Quarter flow (concentrated managers)
Change in managers (5 → 5): 1 opened · 1 exited = 0
Net flow in the quarter: +$4.9M (+20 K shares) · bought $6.3M and sold $1.3MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- M.D. SassReduced$7.6M0.5%−0.0 pp
- Eagle Capital ManagementIncreased$6.4M0.0%+0.0 pp
- Vulcan Value PartnersNew$1.7M0.1%+0.0 pp
- Smead Capital ManagementReduced$1.2M0.0%−0.0 pp
- Provident Investment ManagementReduced$216K0.0%−0.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of IWD (all 13F filers)
- Bank of America44.7 MBank or trading desk−1.4 M
- Morgan Stanley40.7 MBank or trading desk−1.6 M
- Goldman Sachs Group11.5 MBank or trading desk−126 K
- FMR8.9 MInvestment firm−394 K
- Ameriprise Financial8.6 MWealth adviser+7.5 M
- JPMorgan Chase8.5 MBank or trading desk−146 K
- Financial Engines Advisors L.L.C7.9 MWealth adviser−120 K
- Envestnet Asset Management6.7 MWealth adviser−171 K
- UBS Group6.3 MBank or trading desk−253 K
- Baird Financial Group6.2 MWealth adviser+166 K
- Shares
- 44.7 M
- Change
- −1.4 M
See more
- Type
- Bank or trading desk
- Value
- $10.8 bn
- Shares
- 40.7 M
- Change
- −1.6 M
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- Type
- Bank or trading desk
- Value
- $9.9 bn
- Shares
- 11.5 M
- Change
- −126 K
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- Type
- Bank or trading desk
- Value
- $2.8 bn
- Shares
- 8.9 M
- Change
- −394 K
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- Type
- Investment firm
- Value
- $2.2 bn
- Shares
- 8.6 M
- Change
- +7.5 M
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- Type
- Wealth adviser
- Value
- $2.1 bn
- Shares
- 8.5 M
- Change
- −146 K
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- Type
- Bank or trading desk
- Value
- $2.1 bn
- Shares
- 7.9 M
- Change
- −120 K
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- Type
- Wealth adviser
- Value
- $1.9 bn
- Shares
- 6.7 M
- Change
- −171 K
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- Type
- Wealth adviser
- Value
- $1.6 bn
- Shares
- 6.3 M
- Change
- −253 K
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- Type
- Bank or trading desk
- Value
- $1.5 bn
- Shares
- 6.2 M
- Change
- +166 K
See more
- Type
- Wealth adviser
- Value
- $1.5 bn
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗