IWD · Insider trading · 13F holders · Congress trades
iShares Russell 1000 Value ETF (IWD)
Who is buying and selling IWD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 541
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
IWD at a glance
- No open-market insider purchases or sales of IWD were filed in the last 90 days.
- 541 13F filers hold IWD among their 50 largest positions, worth $41.9B combined, including Vulcan Value Partners. The biggest bets by portfolio weight are Lwm Advisors Inc (26.8%), Objectivity Squared, LLC (19.7%) and LBJ Family Wealth Advisors, Ltd. (19.7%). In their latest 13Fs, 5 managers opened a new position and 45 added to one.
- Members of Congress have disclosed 43 IWD trades since 2015, 0 purchases and 2 sales in the past year; the latest was Maria Elvira Salazar (R-FL), selling $1K–15K on Apr 13, 2023.
- IWD last closed at $259.25 on Oct 30, 2026.
IWD insider trading
No open-market insider purchases or sales of IWD were filed in the last 90 days.
Who owns IWD? Hedge funds and superinvestors
541 13F filers hold IWD among their 50 largest positions, worth $41.9B combined, including Vulcan Value Partners. The biggest bets by portfolio weight are Lwm Advisors Inc (26.8%), Objectivity Squared, LLC (19.7%) and LBJ Family Wealth Advisors, Ltd. (19.7%). In their latest 13Fs, 5 managers opened a new position and 45 added to one.
Superinvestors holding IWD: Vulcan Value Partners 0.1%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Bank of America Corp /de/Bank & trust | 0.7% | $10.8B | 44,711,921 | -3.1% shares | Q2 2026 |
| Morgan StanleyWealth manager | 0.5% | $9.9B | 40,662,951 | -3.7% shares | Q2 2026 |
| Ameriprise Financial IncWealth manager | 0.4% | $2.1B | 8,644,566 | — | Q2 2026 |
| Financial Engines Advisors L.L.C.Wealth manager | 3.4% | $1.9B | 7,898,903 | -1.5% shares | Q2 2026 |
| Baird Financial Group, Inc.Wealth manager | 2.1% | $1.5B | 6,192,377 | +2.7% shares | Q2 2026 |
| Raymond James Financial IncBroker-dealer | 0.3% | $1.3B | 5,232,373 | -5.1% shares | Q2 2026 |
| M&T Bank CorpBank & trust | 2.7% | $919.8M | 3,793,923 | -0.0% shares | Q2 2026 |
| PNC Financial Services Group, Inc.Bank & trust | 0.4% | $826.9M | 3,411,025 | +0.7% shares | Q2 2026 |
| Pinnacle Financial Partners, Inc.Bank & trust | 5.4% | $789.6M | 3,257,065 | +0.3% shares | Q2 2026 |
| Prudential Financial IncInsurance company | 0.8% | $753.4M | 3,107,712 | -16.8% shares | Q2 2026 |
| Jones Financial Companies LllpBroker-dealer | 0.3% | $659.8M | 2,718,123 | +2.9% shares | Q2 2026 |
| Truist Financial CorpBank & trust | 0.6% | $519.6M | 2,143,441 | -0.8% shares | Q2 2026 |
| Jasper Ridge Partners, L.P.Asset manager | 10.6% | $495.9M | 2,045,358 | -17.1% shares | Q2 2026 |
| GLOBALT Investments LLC / GAAsset manager | 14.3% | $414.5M | 1,671,977 | -2.5% shares | Q3 2026 |
| Commonwealth Equity Services, LLCWealth manager | 0.5% | $388.2M | 1,601,482 | -0.3% shares | Q2 2026 |
| Rockefeller Capital Management L.P.Asset manager | 0.6% | $372.0M | 1,534,580 | -0.3% shares | Q2 2026 |
| Stairway Partners, LLCInstitutional asset manager | 15.4% | $326.7M | 1,317,850 | -1.1% shares | Q3 2026 |
| 71 West Capital PartnersWealth manager | 11.0% | $316.8M | 1,306,647 | +3.3% shares | Q2 2026 |
| Fifth Third BancorpBank & trust | 0.5% | $279.4M | 1,152,535 | -3.3% shares | Q2 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 0.9% | $265.1M | 1,093,500 | +2.8% shares | Q2 2026 |
| Oakworth Capital, Inc.Asset manager | 10.2% | $217.5M | 877,263 | -0.1% shares | Q3 2026 |
| Waldron Private Wealth LLCWealth manager | 7.2% | $206.9M | 853,400 | -1.9% shares | Q2 2026 |
| OpenArc Corporate Advisory, LLCWealth manager | 2.3% | $205.6M | 829,092 | +2.7% shares | Q3 2026 |
| Dynasty Wealth Management, LLCInstitutional asset manager | 1.3% | $175.9M | 725,606 | +10.2% shares | Q2 2026 |
| Circle Wealth Management, LLCWealth manager | 2.0% | $163.1M | 672,670 | +0.0% shares | Q2 2026 |
| Commerce BankBank & trust | 0.7% | $160.9M | 663,733 | -6.1% shares | Q2 2026 |
| TIAA Wealth Investment Management LLCAsset manager | 1.0% | $154.4M | 636,075 | -1.5% shares | Q2 2026 |
| 1st Source BankBank & trust | 6.9% | $153.3M | 632,344 | +1.7% shares | Q2 2026 |
| Stephens Inc /ar/Investment manager | 1.6% | $144.0M | 593,962 | +1.9% shares | Q2 2026 |
| Cullen/Frost Bankers, Inc.Bank & trust | 1.1% | $108.6M | 437,948 | -1.1% shares | Q3 2026 |
The 30 largest of 541 positions, by value. Each manager counts with its latest 13F (Q3 2026: 259, Q2 2026: 275, Q1 2026: 7). Screen IWD in the grand portfolio →
IWD stock trades by members of Congress
Members of Congress have disclosed 43 IWD trades since 2015, 0 purchases and 2 sales in the past year; the latest was Maria Elvira Salazar (R-FL), selling $1K–15K on Apr 13, 2023.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| May 31, 2023 | Maria Elvira SalazarR-FL · House | Sale | $1K–15K | Apr 13, 2023 | +67.8% |
| May 31, 2023 | Maria Elvira SalazarR-FL · House | Sale | $1K–15K | Apr 13, 2023 | +67.8% |
| Jan 11, 2019 | Thomas MacArthurR-NJ · House | Sale | $250K–500K | Dec 24, 2018 | +147.4% |
| Jan 11, 2019 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Dec 21, 2018 | +140.4% |
| Jan 11, 2019 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Dec 21, 2018 | +140.4% |
| Dec 6, 2018 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Oct 2, 2018 | +103.7% |
| Dec 6, 2018 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Oct 2, 2018 | +103.7% |
| Aug 3, 2018 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Jul 10, 2018 | +109.6% |
| Apr 9, 2018 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Mar 28, 2018 | +118.8% |
| Feb 5, 2018 | Thomas MacArthurR-NJ · House | Buy | $15K–50K | Jan 12, 2018 | +102.0% |
| Feb 5, 2018 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Jan 12, 2018 | +102.0% |
| Feb 5, 2018 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Jan 12, 2018 | +102.0% |
| Feb 5, 2018 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Jan 12, 2018 | +102.0% |
| Jan 10, 2018 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Dec 28, 2017 | +107.8% |
| Oct 8, 2017 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Sep 29, 2017 | +118.8% |
| Sep 7, 2017 | Thomas MacArthurR-NJ · House | Buy | $100K–250K | Aug 17, 2017 | +126.4% |
| Aug 3, 2017 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Jul 12, 2017 | +123.8% |
| Jun 17, 2017 | Thomas MacArthurR-NJ · House | Buy | $50K–100K | May 16, 2017 | +125.8% |
| Jun 17, 2017 | Thomas MacArthurR-NJ · House | Buy | $15K–50K | May 16, 2017 | +125.8% |
| Jun 17, 2017 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | May 16, 2017 | +125.8% |
2 members have traded IWD: Maria Elvira Salazar, Thomas MacArthur.
Analysis mentioning IWD
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IWD questions and answers
Are insiders buying IWD stock?
No open-market insider purchases or sales of IWD were filed in the last 90 days.
Which hedge funds own IWD?
541 13F filers hold IWD among their 50 largest positions, worth $41.9B combined, including Vulcan Value Partners. The biggest bets by portfolio weight are Lwm Advisors Inc (26.8%), Objectivity Squared, LLC (19.7%) and LBJ Family Wealth Advisors, Ltd. (19.7%). In their latest 13Fs, 5 managers opened a new position and 45 added to one.
Has Congress traded IWD?
Members of Congress have disclosed 43 IWD trades since 2015, 0 purchases and 2 sales in the past year; the latest was Maria Elvira Salazar (R-FL), selling $1K–15K on Apr 13, 2023.
Who is the largest holder of IWD?
Among 13F filers, Bank of America Corp /de/ reports the largest IWD position, $10.8B (44,711,921 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Lwm Advisors Inc's: 26.8% of its portfolio.
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