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

iShares Russell Mid-Cap Growth ETF logo
$122.91 -7.79 (-5.96%)
Closing price 05:30 PM Eastern
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$123.87 +0.96 (+0.78%)
As of 07:30 PM Eastern
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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)
594
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
442
Total
Institutional Outflows
(last 12 months)
$1.43B
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IWP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/5/2026Ritholtz Wealth Management3,124$430K0.0%-8.2%0.002%
11/5/2026UNIVEST FINANCIAL Corp4,491$618K0.0%-11.5%0.003%
11/5/2026Jacobi Capital Management LLC689$95K0.0%N/A0.000%
11/5/2026First Command Advisory Services Inc.38,238$5.27M0.0%-99.0%0.027%
11/5/2026Silver Grove Financial Group Inc.266$37K0.0%N/A0.000%
11/5/2026Renasant Bank3,735$514K0.3%-16.1%0.003%
11/5/2026AMG National Trust Bank342,593$47.17M1.0%+0.6%0.244%
11/5/2026Mesirow Financial Investment Management Inc.145,378$20.02M0.3%+1.2%0.103%
11/5/2026 Lido Advisors LLC203,568$28.03M0.1%+5.7%0.145%
11/5/2026 Keybank National Association OH170,395$23.46M0.1%-8.0%0.121%
11/5/2026 Csenge Advisory Group1,581$218K0.0%-17.1%0.001%
11/4/2026 Global Wealth Management Investment Advisory Inc.1,828$252K0.0%-29.6%0.001%
11/4/2026 United Capital Management of KS Inc.2,275$313K0.0%-3.4%0.002%
11/4/2026 Gryphon Financial Partners LLC8,847$1.22M0.1%+17.8%0.006%
11/4/2026 Kestra Investment Management LLC2,583$356K0.0%-4.5%0.002%
11/4/2026 AlphaCore Capital LLC6,444$887K0.0%+237.7%0.005%
11/4/2026 Allspring Global Investments Holdings LLC4,361$609K0.0%-38.9%0.003%
11/4/2026 Bryn Mawr Trust Advisors LLC29,230$4.02M0.2%+33.3%0.021%
11/4/2026 FWG Investments LLC.2,137$294K0.1%-37.5%0.002%
11/4/2026 Navigation Wealth Management Inc.3,604$508K0.8%+5.5%0.003%
11/4/2026 M Holdings Securities Inc.7,616$994K0.1%N/A0.005%
11/4/2026 Avantax Planning Partners Inc.93,117$12.82M0.3%-13.0%0.066%
11/4/2026 Brighton Jones LLC21,698$2.99M0.1%-2.9%0.015%
11/3/2026 Beam Wealth Advisors Inc.27,849$3.83M0.8%+0.3%0.020%
11/3/2026 StoneX Group Inc.7,021$966K0.0%+45.9%0.005%
11/3/2026 Montgomery Financial Services LLC10,449$1.44M1.2%N/A0.007%
11/3/2026 Tennessee Valley Asset Management Partners17,158$2.36M0.3%-16.5%0.012%
11/3/2026 Guidance Capital Inc.1,618$211K0.0%-29.1%0.001%
11/3/2026 Asset Dedication LLC761$105K0.0%+165.2%0.001%
11/3/2026 United Advisor Group LLC14,089$1.94M0.2%-8.6%0.010%
11/3/2026 Ashton Thomas Private Wealth LLC22,163$3.05M0.1%-3.2%0.016%
11/3/2026 International Assets Investment Management LLC2,305$322K0.0%-13.5%0.002%
11/3/2026 Liberty Capital Management Inc.5,475$754K0.1%-2.3%0.004%
11/2/2026 Kestra Advisory Services LLC204,070$28.10M0.1%+5.7%0.145%
11/2/2026 Claro Advisors Inc.16,058$2.21M0.2%+3.1%0.011%
11/2/2026 REAP Financial Group LLC749$103K0.0%-11.9%0.001%
11/2/2026 Quest 10 Wealth Builders Inc.2,071$285K0.2%-27.7%0.001%
11/2/2026 Commonwealth Equity Services LLC2,147,399$295.65M0.4%-3.2%1.527%
10/31/2026 Chicago Partners Investment Group LLC12,814$1.70M0.0%-0.8%0.009%
10/31/2026 Caldwell Trust Co3,783$521K0.0%+16.5%0.003%
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10/30/2026 Compass Financial Management LLC629$87K0.0%N/A0.000%
10/30/2026 MFG Investments LLC21,623$2.98M3.4%N/A0.015%
10/30/2026 Associated Banc Corp5,770$794K0.0%N/A0.004%
10/30/2026 Integrity Alliance LLC.12,617$1.74M0.1%+9.0%0.009%
10/30/2026 First Nebraska Trust Co1,600$220K0.0%N/A0.001%
10/30/2026 GRIMES & Co WEALTH MANAGEMENT LLC4,349$599K0.0%+11.0%0.003%
10/30/2026 Signature Equity Partners LLC2,919$402K0.1%N/A0.002%
10/30/2026 XML Financial LLC83,236$11.46M0.8%-0.2%0.059%
10/30/2026 Summit Wealth Group LLC Co.61,846$8.52M0.5%-5.9%0.044%
10/29/2026 Certified Advisory Corp34,653$4.77M0.4%-3.6%0.025%
10/29/2026 Walled Lake Planning & Wealth Management LLC5,098$702K0.2%+4.0%0.004%
10/29/2026 Stevens Capital Partners67,739$9.33M1.6%+4.5%0.048%
10/29/2026 Vise Technologies Inc.33,853$4.66M0.0%+62.7%0.024%
10/29/2026 Investment Partners LTD.86,143$11.86M1.8%+94.5%0.061%
10/29/2026 Marin Bay Wealth Advisors LLC2,811$387K0.2%N/A0.002%
10/29/2026 LJI Wealth Management LLC2,078$286K0.0%+5.8%0.001%
10/29/2026 Modera Wealth Management LLC50,877$7.01M0.1%+0.2%0.036%
10/28/2026 International Assets Investment Management LLC90,000$12.39M0.1%+3,277.1%0.064%
10/28/2026 Glenview Trust Co24,599$3.39M0.0%+2.7%0.017%
10/28/2026 Auour Investments LLC30,056$4.14M1.2%+1.8%0.021%
10/28/2026 Partners Wealth Management LLC3,676$506K0.1%N/A0.003%
10/28/2026 Founders Financial Securities LLC3,834$528K0.0%+6.3%0.003%
10/28/2026 Kelsey Financial LLC34,002$4.68M3.7%-1.4%0.024%
10/28/2026 Choreo LLC23,798$3.28M0.0%-2.2%0.017%
10/28/2026 Willner & Heller LLC10,373$1.43M0.9%-9.6%0.007%
10/28/2026 Fonville Wealth Management LLC2,414$332K0.1%+31.3%0.002%
10/28/2026 Elwood & Goetz Wealth Advisory Group LLC2,363$325K0.0%+4.5%0.002%
10/28/2026 Dynamic Financial Group11,642$1.60M1.2%+2.1%0.008%
10/28/2026 Shakespeare Wealth Management LLC13,750$1.89M0.4%-10.3%0.010%
10/28/2026 D.A. Davidson & CO.15,922$2.19M0.0%+15.2%0.011%
10/28/2026 Essential Investment Partners LLC8,176$1.13M0.8%N/A0.006%
10/28/2026 BOKF NA212,327$29.23M0.4%-4.6%0.151%
10/28/2026 True Link Financial Advisors LLC2,219$306K0.0%-24.7%0.002%
10/28/2026 VestGen Advisors LLC102,091$14.06M0.4%+3.0%0.073%
10/28/2026 Beacon Bank & Trust33,100$4.56M0.9%+0.5%0.024%
10/27/2026 Laurel Wealth Advisors LLC222$31K0.0%N/A0.000%
10/27/2026 BLB&B Advisors LLC7,552$1.04M0.0%-5.9%0.005%
10/27/2026 Conning Inc.76,647$10.55M0.3%+16.8%0.054%
10/27/2026 Armor Investment Advisors LLC1,810$249K0.1%-20.1%0.001%
10/27/2026 Sage Financial Group Inc.12,384$1.71M0.1%+1.8%0.009%
10/27/2026 Victory Financial Group LLC12,048$1.66M0.2%+10.3%0.009%
10/27/2026 Latitude Advisors LLC325$45K0.0%N/A0.000%
10/27/2026 Livet Wealth LLC2,600$358K0.2%N/A0.002%
10/27/2026 Angeles Wealth Management LLC1,437$198K0.0%+10.9%0.001%
10/27/2026 Ashton Thomas Securities LLC236$32K0.0%N/A0.000%
10/27/2026 Total Clarity Wealth Management Inc.13,993$1.93M0.4%-2.9%0.010%
10/26/2026 Oppenheimer & Co. Inc.164,089$22.59M0.2%-12.7%0.117%
10/26/2026 Park Avenue Securities LLC60,381$8.31M0.1%+330.7%0.043%
10/26/2026 B.O.S.S. Retirement Advisors LLC1,741$240K0.1%-29.9%0.001%
10/26/2026 Leo Wealth LLC1,621$223K0.0%N/A0.001%
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10/24/2026 Apollon Wealth Management LLC8,334$1.15M0.0%+3.5%0.006%
10/24/2026 Hilton Head Capital Partners LLC200$28K0.0%N/A0.000%
10/24/2026 Kingswood Wealth Advisors LLC46,149$6.35M0.2%+2.8%0.033%
10/24/2026 Sigma Planning Corp41,636$5.74M0.1%-4.3%0.030%
10/24/2026 IRON Financial LLC2,868$395K0.2%-6.1%0.002%
10/24/2026 Centerpoint Advisory Group1,467$202K0.1%-17.0%0.001%
10/24/2026 Mainsail Financial Group LLC67,043$9.23M3.1%+9.0%0.048%
10/24/2026 Yardley Wealth Management LLC2,064$284K0.1%-5.1%0.001%
10/23/2026 Signaturefd LLC8,274$1.14M0.0%+24.7%0.006%
10/23/2026 Evanson Financial LLC1,662$229K0.0%N/A0.001%


IWP Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,186 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Growth ETF. The most heavily invested institutionals were Morgan Stanley ($2.66B), Kingstone Capital Partners Texas LLC ($2.02B), Bank of America Corp DE ($909.73M), Envestnet Asset Management Inc. ($858.91M), Jones Financial Companies Lllp ($794.99M), Wells Fargo & Company MN ($725.67M), and Ameriprise Financial Inc. ($363.27M).Learn more on iShares Russell Mid-Cap Growth ETF's 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.

Of the 976 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), Envestnet Asset Management Inc. ($3.87M), First Command Advisory Services Inc. ($3.84M), Raymond James Financial Inc. ($1.21M), BNP Paribas Financial Markets ($1.06M), Wellington Management Group LLP ($1.06M), and Jones Financial Companies Lllp ($972.47K).

Institutional investors have bought a total of 10,270,102 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

Of the 435 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: First Command Advisory Services Inc. ($3.90M), Northwestern Mutual Wealth Management Co. ($1.07M), First Citizens Bank & Trust Co. ($574.08K), Bank of America Corp DE ($439.80K), Morgan Stanley ($416.69K), M&T Bank Corp ($317.93K), and Envestnet Portfolio Solutions Inc. ($294.92K).

Institutional investors have sold a total of 10,375,523 shares in the last 24 months. This volume of shares sold represents approximately $1.43B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IWP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/5/2026. New 13F filings are added each quarter as they're published.
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