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iShares Russell Mid-Cap Growth ETF (IWP) Institutional Ownership

iShares Russell Mid-Cap Growth ETF logo
$139.72 -4.10 (-2.85%)
Closing price 10/10/2025 04:10 PM Eastern
Extended Trading
$139.14 -0.58 (-0.41%)
As of 10/10/2025 06:09 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Current
Institutional Ownership
Percentage
74.49%
Number of
Institutional Buyers
(last 12 months)
685
Total
Institutional Inflows
(last 12 months)
$4.60B
Number of
Institutional Sellers
(last 12 months)
538
Total
Institutional Outflows
(last 12 months)
$1.32B
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IWP Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Thomasville National Bank11,495$1.64M0.1%-2.2%0.008%
10/10/2025Flputnam Investment Management Co.3,333$475K0.0%-5.0%0.002%
10/10/2025Congress Asset Management Co.210,106$29.92M0.2%+38.7%0.144%
10/10/2025Falcon Wealth Planning123,899$17.65M1.6%+3.4%0.085%
10/10/2025Abound Wealth Management223$32K0.0%+223.2%0.000%
10/10/2025Focus Financial Network Inc.19,575$2.79M0.1%-27.1%0.013%
10/9/2025 Bartlett & CO. Wealth Management LLC108,366$15.43M0.2%-1.6%0.074%
10/9/2025 Independence Bank of Kentucky2,472$352K0.0%+4.4%0.002%
10/9/2025 AdvisorNet Financial Inc2,417$344K0.0%-15.6%0.002%
10/9/2025 U.S. Capital Wealth Advisors LLC2,794$398K0.0%+19.8%0.002%
10/9/2025 Redhawk Wealth Advisors Inc.2,773$395K0.0%-4.2%0.002%
10/9/2025 Voya Investment Management LLC2,915$415K0.0%-96.2%0.002%
10/9/2025 Prosperity Planning Inc.2,367$337K0.1%-3.4%0.002%
10/9/2025 Buckhead Capital Management LLC2,811$400K0.1%+75.7%0.002%
10/9/2025 Contravisory Investment Management Inc.5,144$733K0.1%-7.6%0.004%
10/8/2025 Sterling Manor Financial LLC57,820$8.23M5.2%-12.1%0.040%
10/8/2025 Financial Advisory Corp741,438$105.59M15.5%-2.1%0.509%
10/8/2025 Hilltop National Bank43,128$6.14M1.5%+0.5%0.030%
10/8/2025 Chesley Taft & Associates LLC1,616$230K0.0%N/A0.001%
10/8/2025 Balefire LLC1,554$221K0.0%-12.8%0.001%
10/8/2025 Country Club Bank28,046$4.02M0.2%-1.3%0.019%
10/7/2025 TCP Asset Management LLC1,434$204K0.0%N/A0.001%
10/7/2025 Cooper Financial Group15,565$2.22M0.2%-2.2%0.011%
10/7/2025 LBJ Family Wealth Advisors Ltd.133,197$18.97M10.3%-2.2%0.091%
10/7/2025 Canandaigua National Trust Co of Florida6,786$966K0.8%-3.7%0.005%
10/7/2025 Grant Private Wealth Management Inc2,854$406K0.3%N/A0.002%
10/7/2025 Canandaigua National Bank & Trust Co.89,663$12.77M1.1%+6.9%0.062%
10/7/2025 Stephens Group Asset Management LLC536,543$76.41M5.2%+1.4%0.368%
10/7/2025 Friday Financial12,427$1.77M0.7%+29.2%0.009%
10/7/2025 Nova Wealth Management Inc.2,348$334K0.2%-26.9%0.002%
10/6/2025 Destiny Wealth Partners LLC1,802$257K0.0%N/A0.001%
10/6/2025 Orgel Wealth Management LLC2,053$292K0.0%-9.6%0.001%
10/6/2025 LWM Advisors Inc.31,898$4.54M4.1%-1.2%0.022%
10/6/2025 Heartwood Wealth Advisors LLC607$86K0.0%N/A0.000%
10/3/2025 Dominguez Wealth Management Solutions Inc.16,534$2.36M1.5%+6.5%0.011%
10/3/2025 Dentgroup LLC14,612$2.08M1.3%-5.6%0.010%
10/2/2025 Global Wealth Strategies & Associates5,688$810K0.2%-4.4%0.004%
9/26/2025Corient Private Wealth LLC157,374$21.83M0.0%-50.5%0.110%
9/22/2025Caldwell Trust Co3,248$450K0.0%N/A0.002%
9/12/2025Valeo Financial Advisors LLC14,861$2.06M0.0%+1.8%0.010%
9/9/2025NWF Advisory Services Inc.3,131$434K0.1%-9.6%0.002%
9/3/2025Q3 Asset Management19,872$2.76M1.0%N/A0.014%
9/3/2025American Trust18,690$2.59M0.2%+120.1%0.013%
8/29/2025Centaurus Financial Inc.3,184$442K0.0%+40.0%0.002%
8/27/2025Orion Porfolio Solutions LLC262,309$36.38M0.3%+0.5%0.183%
8/26/2025Thrivent Financial for Lutherans26,916$3.73M0.0%-39.5%0.019%
8/21/2025Clarion Wealth Managment Partners LLC12,799$1.78M1.9%N/A0.009%
8/20/2025Coppell Advisory Solutions LLC7,487$1.03M0.1%N/A0.005%
8/19/2025B. Riley Wealth Advisors Inc.32,933$4.57M0.2%N/A0.023%
8/19/2025Advisory Services Network LLC20,538$2.91M0.0%+10.3%0.014%
8/18/2025Geneos Wealth Management Inc.17,818$2.47M0.1%+9.2%0.012%
8/18/2025Hollencrest Capital Management1,927$267K0.0%+6.3%0.001%
8/18/2025Front Row Advisors LLC406$56K0.0%N/A0.000%
8/16/2025Evergreen Capital Management LLC11,857$1.64M0.0%+14.0%0.008%
8/16/2025Headlands Technologies LLC3,979$552K0.1%+1,930.1%0.003%
8/15/2025High Falls Advisors Inc2,832$393K0.1%+5.0%0.002%
8/15/2025Tower Research Capital LLC TRC 622$86K0.0%+12,340.0%0.000%
8/15/2025American Family Investments Inc.523,294$72.57M4.0%-10.0%0.366%
8/15/2025Corient Private Wealth LLC158,897$22.06M0.0%-50.0%0.111%
8/15/2025Equitable Holdings Inc.509,448$70.65M0.6%+0.3%0.356%
8/15/2025Northeast Financial Consultants Inc6,831$947K0.0%+1.5%0.005%
8/15/2025Stonebridge Capital Advisors LLC11,782$1.63M0.1%-15.1%0.008%
8/15/2025Captrust Financial Advisors153,410$21.28M0.0%+1.9%0.107%
8/15/2025Keel Point LLC8,934$1.24M0.1%-9.6%0.006%
8/15/2025WFA of San Diego LLC338$47K0.0%N/A0.000%
8/15/2025Visionary Wealth Advisors5,665$786K0.0%N/A0.004%
8/15/2025Two Sigma Securities LLC4,013$557K0.1%+22.6%0.003%
8/15/2025Tolleson Wealth Management Inc.26,171$3.63M0.6%-2.5%0.018%
8/15/2025Ruggaard & Associates LLC5,200$721K0.3%-3.4%0.004%
8/15/2025Orion Porfolio Solutions LLC112,321$15.58M0.1%-57.0%0.079%
8/15/2025MML Investors Services LLC183,153$25.40M0.1%+7.5%0.128%
8/15/2025Modern Wealth Management LLC1,458$202K0.0%N/A0.001%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.41,319$5.73M1.0%-7.4%0.029%
8/15/2025IHT Wealth Management LLC23,867$3.31M0.1%+87.9%0.017%
8/15/2025EP Wealth Advisors LLC198,690$27.55M0.2%-37.2%0.139%
8/15/2025Curi Capital LLC110,183$15.28M0.3%-1.5%0.077%
8/15/2025BNP Paribas Financial Markets247,849$34.37M0.0%-55.3%0.173%
8/15/2025Bishop & Co Investment Management LLC143,605$19.92M7.2%-0.8%0.100%
8/15/2025Ameriprise Financial Inc.2,524,819$350.42M0.1%+1.1%1.766%
8/14/2025Connecticut Wealth Management LLC100,797$13.98M0.7%-1.4%0.070%
8/14/2025Vista Capital Partners Inc.3,818$529K0.1%+65.1%0.003%
8/14/2025First Citizens Asset Management Inc.78,063$10.83M4.2%-12.4%0.055%
8/14/2025Ausdal Financial Partners Inc.16,622$2.31M0.2%+680.4%0.012%
8/14/2025Raymond James Financial Inc.801,901$111.21M0.0%-15.5%0.561%
8/14/2025Darwin Wealth Management LLC788$109K0.0%N/A0.001%
8/14/2025Quantinno Capital Management LP22,472$3.12M0.0%+580.1%0.016%
8/14/2025Diversify Advisory Services LLC4,887$685K0.0%+184.6%0.003%
8/14/2025Peapack Gladstone Financial Corp50,186$6.96M0.1%+17.2%0.035%
8/14/2025Ieq Capital LLC13,635$1.89M0.0%-15.2%0.010%
8/14/2025FAS Wealth Partners Inc.10,315$1.43M0.1%-1.1%0.007%
8/14/2025NewEdge Advisors LLC90,850$12.60M0.1%+43.2%0.064%
8/14/2025Integrated Investment Consultants LLC334,003$46.32M8.5%-14.9%0.234%
8/14/2025BCS Private Wealth Management Inc.2,920$405K0.2%N/A0.002%
8/14/2025Qube Research & Technologies Ltd116,038$16.09M0.0%+22.6%0.081%
8/14/2025Broadleaf Partners LLC19,522$2.71M0.6%+4.6%0.014%
8/14/2025Certuity LLC1,767$245K0.0%N/A0.001%
8/14/2025CoreFirst Bank & Trust1,096$152K0.1%N/A0.001%
8/14/2025SVB Wealth LLC179,397$24.88M1.3%N/A0.125%
8/14/2025BlackDiamond Wealth Management LLC2,144$295K0.2%N/A0.001%
8/14/2025Cary Street Partners Financial LLC13,629$1.89M0.1%+66.6%0.010%
(Data available from 1/1/2016 forward)

IWP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWP shares?

During the previous two years, 1,140 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Growth ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($2.02B), Morgan Stanley ($997.33M), Bank of America Corp DE ($922.99M), Wells Fargo & Company MN ($660.73M), Jones Financial Companies Lllp ($571.86M), TIAA Trust National Association ($352.27M), and Ameriprise Financial Inc. ($350.42M).Learn more on iShares Russell Mid-Cap Growth ETF's institutional investors.

What percentage of iShares Russell Mid-Cap Growth ETF's stock is owned by institutional investors?

74.49% of iShares Russell Mid-Cap Growth ETF's stock is owned by institutional investors. Learn more on IWP's institutional investor holdings.

Which institutional investors have been buying iShares Russell Mid-Cap Growth ETF's stock?

Of the 932 institutional investors that purchased iShares Russell Mid-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($14.57M), TIAA Trust National Association ($11.09M), Envestnet Portfolio Solutions Inc. ($1.93M), Wellington Management Group LLP ($1.51M), Strategic Financial Concepts LLC ($1.36M), BNP Paribas Financial Markets ($1.30M), and Raymond James Financial Inc. ($996.52K).

How much institutional buying is happening at iShares Russell Mid-Cap Growth ETF?

Institutional investors have bought a total of 35,309,445 shares in the last 24 months. This purchase volume represents approximately $4.60B in transactions.

Which of iShares Russell Mid-Cap Growth ETF's major shareholders have been selling company stock?

Of the 538 institutional investors that sold iShares Russell Mid-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($983.61K), Truist Financial Corp ($581.58K), Barclays PLC ($543.64K), Congress Asset Management Co. ($535.98K), GLOBALT Investments LLC GA ($523.30K), Corient Private Wealth LLC ($342.81K), and PNC Financial Services Group Inc. ($340.35K).

How much institutional selling is happening at iShares Russell Mid-Cap Growth ETF?

Institutional investors have sold a total of 10,428,908 shares in the last 24 months. This volume of shares sold represents approximately $1.32B in transactions.



This page (NYSEARCA:IWP) was last updated on 10/11/2025 by MarketBeat.com Staff
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