ISHARES TR RUS 1000 VAL ETF (IWD): Institutional Ownership
Hedge funds and institutional managers reporting a position in IWD. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
14
13F filers
Aggregate Value
$144.0M
Across holders
Last Price
$242.76
2026-06-26
Sector
GICS
Holder activity2 new5 added5 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 331K | $70.8M | 49.1% | 0.1% | Added | +$68.6M | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 115K | $24.6M | 17.1% | 0.1% | Added | +$7.4M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 94K | $20.0M | 13.9% | 0.0% | Added | +$19.4M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 51K | $10.9M | 7.6% | 0.0% | Reduced | $-7.6M | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 14K | $3.1M | 2.1% | 0.1% | Added | +$2.6M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 15K | $3.0M | 2.1% | 0.0% | New | — | Q3 2025 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 14K | $2.9M | 2.0% | 0.0% | Reduced | $-196K | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL CIK 0000807249 | Institutional Manager | 11K | $2.4M | 1.6% | 0.0% | Unchanged | +$0 | Q1 2026 |
| ICONIQ Capital, LLC CIK 0001569709 | Family Office | 10K | $2.2M | 1.6% | 0.1% | Unchanged | +$0 | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 8K | $1.7M | 1.2% | 0.0% | Reduced | $-3.0M | Q1 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 5K | $1.2M | 0.8% | 0.1% | Added | +$17K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 3K | $603K | 0.4% | 0.0% | Reduced | $-5.7M | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 2K | $449K | 0.3% | 0.0% | Reduced | $-32.0M | Q1 2026 |
| ARIEL INVESTMENTS, LLC CIK 0000936753 | Institutional Manager | 668 | $141K | 0.1% | 0.0% | New | — | Q4 2025 |
Added
Hedge Fund
$70.8M· 49.1% of total· 0.1% port· 331K sh· +$68.6M QoQ· Q1 2026
Added
Hedge Fund
$24.6M· 17.1% of total· 0.1% port· 115K sh· +$7.4M QoQ· Q1 2026
Added
Hedge Fund
$20.0M· 13.9% of total· 0.0% port· 94K sh· +$19.4M QoQ· Q1 2026
Reduced
Hedge Fund
$10.9M· 7.6% of total· 0.0% port· 51K sh· $-7.6M QoQ· Q1 2026
Added
Hedge Fund
$3.1M· 2.1% of total· 0.1% port· 14K sh· +$2.6M QoQ· Q1 2026
New
Hedge Fund
$3.0M· 2.1% of total· 0.0% port· 15K sh· — QoQ· Q3 2025
Reduced
Institutional Manager
$2.9M· 2.0% of total· 0.0% port· 14K sh· $-196K QoQ· Q1 2026
Unchanged
Institutional Manager
$2.4M· 1.6% of total· 0.0% port· 11K sh· +$0 QoQ· Q1 2026
Unchanged
Family Office
$2.2M· 1.6% of total· 0.1% port· 10K sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$1.7M· 1.2% of total· 0.0% port· 8K sh· $-3.0M QoQ· Q1 2026
Added
Hedge Fund
$1.2M· 0.8% of total· 0.1% port· 5K sh· +$17K QoQ· Q1 2026
Reduced
Hedge Fund
$603K· 0.4% of total· 0.0% port· 3K sh· $-5.7M QoQ· Q1 2026
Reduced
Hedge Fund
$449K· 0.3% of total· 0.0% port· 2K sh· $-32.0M QoQ· Q1 2026
New
Institutional Manager
$141K· 0.1% of total· 0.0% port· 668 sh· — QoQ· Q4 2025