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

iShares Russell Mid-Cap Growth ETF logo
$144.03 +1.60 (+1.12%)
Closing price 04:10 PM Eastern
Extended Trading
$144.01 -0.02 (-0.01%)
As of 04:10 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.
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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)
690
Total
Institutional Inflows
(last 12 months)
$4.59B
Number of
Institutional Sellers
(last 12 months)
534
Total
Institutional Outflows
(last 12 months)
$1.29B
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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
8/27/2025 Orion Porfolio Solutions LLC262,309$36.38M0.3%+0.5%0.183%
8/26/2025 Thrivent Financial for Lutherans26,916$3.73M0.0%-39.5%0.019%
8/21/2025 Clarion Wealth Managment Partners LLC12,799$1.78M1.9%N/A0.009%
8/20/2025 Coppell Advisory Solutions LLC7,487$1.03M0.1%N/A0.005%
8/19/2025 B. Riley Wealth Advisors Inc.32,933$4.57M0.2%N/A0.023%
8/19/2025 Advisory Services Network LLC20,538$2.91M0.0%+10.3%0.014%
8/18/2025 Geneos Wealth Management Inc.17,818$2.47M0.1%+9.2%0.012%
8/18/2025 Hollencrest Capital Management1,927$267K0.0%+6.3%0.001%
8/18/2025 Front Row Advisors LLC406$56K0.0%N/A0.000%
8/16/2025 Evergreen Capital Management LLC11,857$1.64M0.0%+14.0%0.008%
8/16/2025 Headlands Technologies LLC3,979$552K0.1%+1,930.1%0.003%
8/15/2025 High Falls Advisors Inc2,832$393K0.1%+5.0%0.002%
8/15/2025 Tower Research Capital LLC TRC 622$86K0.0%+12,340.0%0.000%
8/15/2025 American Family Investments Inc.523,294$72.57M4.0%-10.0%0.366%
8/15/2025 Corient Private Wealth LLC158,897$22.06M0.0%-50.0%0.111%
8/15/2025 Equitable Holdings Inc.509,448$70.65M0.6%+0.3%0.356%
8/15/2025 Northeast Financial Consultants Inc6,831$947K0.0%+1.5%0.005%
8/15/2025 Stonebridge Capital Advisors LLC11,782$1.63M0.1%-15.1%0.008%
8/15/2025 Captrust Financial Advisors153,410$21.28M0.0%+1.9%0.107%
8/15/2025 Keel Point LLC8,934$1.24M0.1%-9.6%0.006%
8/15/2025 WFA of San Diego LLC338$47K0.0%N/A0.000%
8/15/2025 Visionary Wealth Advisors5,665$786K0.0%N/A0.004%
8/15/2025 Two Sigma Securities LLC4,013$557K0.1%+22.6%0.003%
8/15/2025 Tolleson Wealth Management Inc.26,171$3.63M0.6%-2.5%0.018%
8/15/2025 Ruggaard & Associates LLC5,200$721K0.3%-3.4%0.004%
8/15/2025 Orion Porfolio Solutions LLC112,321$15.58M0.1%-57.0%0.079%
8/15/2025 MML Investors Services LLC183,153$25.40M0.1%+7.5%0.128%
8/15/2025 Modern Wealth Management LLC1,458$202K0.0%N/A0.001%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.41,319$5.73M1.0%-7.4%0.029%
8/15/2025 IHT Wealth Management LLC23,867$3.31M0.1%+87.9%0.017%
8/15/2025 EP Wealth Advisors LLC198,690$27.55M0.2%-37.2%0.139%
8/15/2025 Curi Capital LLC110,183$15.28M0.3%-1.5%0.077%
8/15/2025 BNP Paribas Financial Markets247,849$34.37M0.0%-55.3%0.173%
8/15/2025 Bishop & Co Investment Management LLC143,605$19.92M7.2%-0.8%0.100%
8/15/2025 Ameriprise Financial Inc.2,524,819$350.42M0.1%+1.1%1.766%
8/14/2025 Connecticut Wealth Management LLC100,797$13.98M0.7%-1.4%0.070%
8/14/2025 Vista Capital Partners Inc.3,818$529K0.1%+65.1%0.003%
8/14/2025 First Citizens Asset Management Inc.78,063$10.83M4.2%-12.4%0.055%
8/14/2025 Ausdal Financial Partners Inc.16,622$2.31M0.2%+680.4%0.012%
8/14/2025 Raymond James Financial Inc.801,901$111.21M0.0%-15.5%0.561%
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8/14/2025 Darwin Wealth Management LLC788$109K0.0%N/A0.001%
8/14/2025 Quantinno Capital Management LP22,472$3.12M0.0%+580.1%0.016%
8/14/2025 Diversify Advisory Services LLC4,887$685K0.0%+184.6%0.003%
8/14/2025 Peapack Gladstone Financial Corp50,186$6.96M0.1%+17.2%0.035%
8/14/2025 Ieq Capital LLC13,635$1.89M0.0%-15.2%0.010%
8/14/2025 FAS Wealth Partners Inc.10,315$1.43M0.1%-1.1%0.007%
8/14/2025 NewEdge Advisors LLC90,850$12.60M0.1%+43.2%0.064%
8/14/2025 Integrated Investment Consultants LLC334,003$46.32M8.5%-14.9%0.234%
8/14/2025 BCS Private Wealth Management Inc.2,920$405K0.2%N/A0.002%
8/14/2025 Qube Research & Technologies Ltd116,038$16.09M0.0%+22.6%0.081%
8/14/2025 Broadleaf Partners LLC19,522$2.71M0.6%+4.6%0.014%
8/14/2025 Certuity LLC1,767$245K0.0%N/A0.001%
8/14/2025 CoreFirst Bank & Trust1,096$152K0.1%N/A0.001%
8/14/2025 SVB Wealth LLC179,397$24.88M1.3%N/A0.125%
8/14/2025 BlackDiamond Wealth Management LLC2,144$295K0.2%N/A0.001%
8/14/2025 Cary Street Partners Financial LLC13,629$1.89M0.1%+66.6%0.010%
8/14/2025 Cerity Partners LLC58,775$8.15M0.0%-0.8%0.041%
8/13/2025 Per Stirling Capital Management LLC.1,489$207K0.0%N/A0.001%
8/13/2025 PGIM Custom Harvest LLC11,571$1.61M0.0%-3.7%0.008%
8/13/2025 Hendershot Investments Inc.1,522$211K0.0%N/A0.001%
8/13/2025 Shepherd Financial Partners LLC1,547$215K0.0%N/A0.001%
8/13/2025 Rosenblum Silverman Sutton S F Inc. CA1,635$227K0.1%N/A0.001%
8/13/2025 Avestar Capital LLC1,636$227K0.0%-59.7%0.001%
8/13/2025 StoneX Group Inc.12,270$1.70M0.1%+5.1%0.009%
8/13/2025 Vance Wealth LLC47,881$6.64M2.2%-14.4%0.033%
8/13/2025 Flow Traders U.S. LLC15,361$2.13M0.1%N/A0.011%
8/13/2025 Cresset Asset Management LLC38,324$5.32M0.0%-12.4%0.027%
8/13/2025 Saiph Capital LLC37,648$5.22M1.7%+7.4%0.026%
8/13/2025 Gateway Wealth Partners LLC3,066$425K0.1%N/A0.002%
8/13/2025 Brown Advisory Inc.38,123$5.29M0.0%+12.0%0.027%
8/13/2025 Milestone Investment Advisors LLC1,321$183K0.0%-6.6%0.001%
8/13/2025 Baird Financial Group Inc.213,419$29.60M0.1%-4.8%0.149%
8/13/2025 First Trust Advisors LP1,853$257K0.0%N/A0.001%
8/13/2025 EverSource Wealth Advisors LLC2,150$298K0.0%-85.8%0.002%
8/13/2025 CW Advisors LLC100,550$13.94M0.1%+80.3%0.070%
8/13/2025 Nicolet Bankshares Inc.6,057$840K0.1%+19.2%0.004%
8/13/2025 AMJ Financial Wealth Management7,864$1.09M0.3%-6.5%0.005%
8/13/2025 Beacon Pointe Advisors LLC29,801$4.13M0.0%+33.5%0.021%
8/13/2025 M&T Bank Corp318,390$44.15M0.2%-3.0%0.223%
8/13/2025 Valued Retirements Inc.7,206$999K1.1%-24.5%0.005%
8/13/2025 TradeLink Capital LLC32,400$4.49M13.3%N/A0.023%
8/13/2025 Wealthedge Investment Advisors LLC20,139$2.79M1.2%-2.1%0.014%
8/13/2025 VestGen Advisors LLC83,356$11.56M0.5%-2.8%0.058%
8/13/2025 Lido Advisors LLC209,468$29.05M0.1%+16.3%0.146%
8/13/2025 Virtue Capital Management LLC9,276$1.29M0.2%-24.0%0.006%
8/13/2025 Level Four Advisory Services LLC3,824$530K0.0%+2.9%0.003%
8/13/2025 Hsbc Holdings PLC176,897$24.53M0.0%-1.8%0.124%
8/13/2025 Northwestern Mutual Wealth Management Co.1,348,494$187.01M0.1%+21.2%0.943%
8/13/2025 Corsair Capital Management L.P.18,000$2.50M0.5%+12.5%0.013%
8/13/2025 Johnson Financial Group Inc.35,788$4.96M0.2%+7.9%0.025%
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
8/13/2025 Stevens Capital Partners56,651$7.99M2.9%+14.8%0.040%
8/13/2025 Harfst & Associates Inc.1,475$205K0.0%N/A0.001%
8/13/2025 Quadrant Capital Group LLC4,314$598K0.0%+31.8%0.003%
8/13/2025 Choreo LLC25,608$3.55M0.0%-15.1%0.018%
8/12/2025 J.W. Cole Advisors Inc.68,799$9.54M0.2%+4.6%0.048%
8/12/2025 Armor Investment Advisors LLC3,053$423K0.2%-2.7%0.002%
8/12/2025 Financial Advocates Investment Management2,268$315K0.0%-33.4%0.002%
8/12/2025 Laurel Wealth Advisors LLC30,787$4.27M0.0%+13,768.0%0.022%
8/12/2025 RiverFront Investment Group LLC1,468$204K0.0%N/A0.001%
8/12/2025 Edmond DE Rothschild Holding S.A.1,132$157K0.0%-74.2%0.001%
(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, 1,137 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 935 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 35,304,548 shares in the last 24 months. This purchase volume represents approximately $4.59B in transactions.

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

Of the 534 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), PNC Financial Services Group Inc. ($340.35K), and First Citizens Bank & Trust Co. ($310.43K).

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

Institutional investors have sold a total of 10,223,682 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.


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This page (NYSEARCA:IWP) was last updated on 8/28/2025 by MarketBeat.com Staff
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