IW

IWD ISHARES RUSSELL 1000 VALUE E

2026Q2 · CUSIP 464287598 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,987
Institutions that reported holding it to the SEC
Net increase in holders
+79
Last quarter 1,908 → now 1,987
How unusual is that
Top 5%
Stronger buying than 96% of US stocks
What the filings say, in one paragraph

1,987 funds held IWD at the end of 2026Q2, up 79 from the quarter before. That is stronger buying than 96.1% of US stocks — among the most piled-into names this quarter. IWD has had 27 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=379 2013Q4: holders=431 2014Q1: holders=436 2014Q2: holders=452 2014Q3: holders=460 2014Q4: holders=520 2015Q1: holders=511 2015Q2: holders=512 2015Q3: holders=509 2015Q4: holders=584 2016Q1: holders=562 2016Q2: holders=598 2016Q3: holders=602 2016Q4: holders=691 2017Q1: holders=703 2017Q2: holders=699 2017Q3: holders=710 2017Q4: holders=856 2018Q1: holders=835 2018Q2: holders=842 2018Q3: holders=860 2018Q4: holders=952 2019Q1: holders=962 2019Q2: holders=966 2019Q3: holders=969 2019Q4: holders=1111 2020Q1: holders=994 2020Q2: holders=985 2020Q3: holders=1001 2020Q4: holders=1154 2021Q1: holders=1199 2021Q2: holders=1223 2021Q3: holders=1228 2021Q4: holders=1391 2022Q1: holders=1382 2022Q2: holders=1348 2022Q3: holders=1320 2022Q4: holders=1452 2023Q1: holders=1416 2023Q2: holders=1427 2023Q3: holders=1448 2023Q4: holders=1561 2024Q1: holders=1548 2024Q2: holders=1531 2024Q3: holders=1587 2024Q4: holders=1740 2025Q1: holders=1722 2025Q2: holders=1738 2025Q3: holders=1756 2025Q4: holders=1913 2026Q1: holders=1908 2026Q2: holders=1987 -163 -81.5 +0 +81.5 +163 34112142087 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 27 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2025Q4 Top 5% — —
2025Q2 Top 20% — —
2024Q4 Top 5% — —
2024Q3 Top 5% — —
2023Q4 Top 5% — —
2023Q3 Top 10% — —
2023Q2 Top 20% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
196
Change in large funds
+27
Total value they hold
$64.5B
Funds buying for the first time
173
Funds that sold out entirely
94
Price change that quarter
—
Funds holding puts (bearish)
4
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.