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

iShares Russell Mid-Cap Growth ETF logo
$137.39 -0.92 (-0.67%)
As of 05/8/2026 04:10 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)
737
Total
Institutional Inflows
(last 12 months)
$5.04B
Number of
Institutional Sellers
(last 12 months)
546
Total
Institutional Outflows
(last 12 months)
$1.35B
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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
5/8/2026Pacific Sun Financial Corp2,538$325K0.2%+5.0%0.002%
5/8/2026PNC Financial Services Group Inc.2,434,200$311.87M0.2%-1.0%1.695%
5/8/2026 Cassaday & Co Wealth Management LLC2,184,734$279.91M6.0%+1.9%1.521%
5/8/2026 JMG Financial Group Ltd.114,619$14.69M0.4%+1.0%0.080%
5/8/2026 MWA Asset Management14,838$1.90M1.0%+1.2%0.010%
5/8/2026 Johnson Financial Group Inc.37,298$4.78M0.2%-19.7%0.026%
5/7/2026 Hollencrest Capital Management1,812$232K0.0%-6.0%0.001%
5/7/2026 Scarborough Advisors LLC852$109K0.0%N/A0.001%
5/7/2026 Parallel Advisors LLC20,108$2.58M0.0%-1.4%0.014%
5/7/2026 Ironwood Investment Counsel LLC2,575$330K0.0%-20.3%0.002%
5/7/2026 Decker Wealth Management LLC5,452$699K0.2%N/A0.004%
5/7/2026 Greenwood Gearhart LLC6,272$804K0.0%N/A0.004%
5/7/2026 Next Capital Management LLC11,643$1.49M0.5%+26.0%0.008%
5/6/2026 Bartlett & CO. Wealth Management LLC104,619$14.27M0.2%-3.5%0.073%
5/6/2026 Centennial Bank AR 1,134$145K0.1%-39.8%0.001%
5/6/2026 Cornerstone Planning Group LLC5,485$754K0.1%+1,436.4%0.004%
5/6/2026 Gryphon Financial Partners LLC7,509$962K0.1%+9.9%0.005%
5/6/2026 Modera Wealth Management LLC51,091$6.55M0.1%-2.5%0.036%
5/6/2026 Assetmark Inc.11,808$1.51M0.0%+43.7%0.008%
5/6/2026 Allspring Global Investments Holdings LLC22,090$2.85M0.0%-30.7%0.015%
5/6/2026 One Day In July LLC10,842$1.39M0.1%+1.9%0.008%
5/6/2026 Independent Financial Group LLC10,843$1.39M0.0%N/A0.008%
5/6/2026 Prosperity Consulting Group LLC80,728$10.34M0.5%+5.7%0.056%
5/5/2026 Wealthfront Advisers LLC19,018$2.44M0.0%+7.7%0.013%
5/5/2026 D.A. Davidson & CO.12,241$1.57M0.0%-1.7%0.009%
5/5/2026 Navigation Group LLC13,414$1.72M0.4%N/A0.009%
5/5/2026 Bank of New York Mellon Corp120,394$15.43M0.0%+3.2%0.084%
5/5/2026 SouthState Bank Corp4,684$600K0.0%-2.1%0.003%
5/5/2026 Luts & Greenleigh Group Inc.11,762$1.51M1.2%+4.3%0.008%
5/5/2026 Sanctuary Advisors LLC98,811$12.66M0.1%-6.0%0.069%
5/5/2026 BlueChip Wealth Advisors LLC3,812$488K0.2%+2.4%0.003%
5/5/2026 Sigma Planning Corp43,004$5.51M0.2%+5.0%0.030%
5/5/2026 1ST Source Bank8,184$1.05M0.1%-38.5%0.006%
5/5/2026 Avantax Planning Partners Inc.111,789$14.32M0.4%-2.3%0.078%
5/4/2026 AMG National Trust Bank337,497$43.24M0.9%+4.7%0.235%
5/4/2026 Retirement Planning Group LLC2,234$286K0.0%+18.3%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,935$248K0.0%N/A0.001%
5/4/2026 Bryn Mawr Trust Advisors LLC14,812$1.90M0.1%+190.4%0.010%
5/4/2026 Bleakley Financial Group LLC16,447$2.11M0.0%-29.6%0.011%
5/4/2026 NWF Advisory Services Inc.3,418$438K0.0%+6.6%0.002%
5/4/2026 Nadler Financial Group Inc.14,414$1.85M0.2%-17.1%0.010%
5/4/2026 Bedel Financial Consulting Inc.7,189$921K0.1%-2.7%0.005%
5/4/2026 Chicago Partners Investment Group LLC12,446$1.70M0.0%+1.0%0.009%
5/4/2026 IFC Advisors LLC12,900$1.65M0.2%-9.0%0.009%
5/4/2026 Uptick Partners LLC4,595$589K0.1%-8.8%0.003%
5/4/2026 Procyon Advisors LLC36,601$4.69M0.1%+152.3%0.025%
5/2/2026 Pacific Life Fund Advisors LLC606,847$77.75M8.9%-7.0%0.422%
5/2/2026 Diversify Wealth Management LLC4,221$563K0.0%N/A0.003%
5/1/2026 Citizens Financial Group Inc. RI3,819$489K0.0%-14.9%0.003%
5/1/2026 Midwest Trust Co159,564$20.44M0.3%+2.8%0.111%
5/1/2026 Fifth Third Bancorp511,007$65.47M0.1%+153.0%0.356%
5/1/2026 American Trust6,848$877K0.1%-1.3%0.005%
5/1/2026 Signature Resources Capital Management LLC224$29K0.0%+83.6%0.000%
5/1/2026 Simplicity Wealth LLC17,530$2.25M0.1%+10.0%0.012%
5/1/2026 Conning Inc.65,605$8.41M0.3%+33.8%0.046%
5/1/2026 Sequoia Financial Advisors LLC21,080$2.70M0.0%+6.9%0.015%
5/1/2026 Independence Bank of Kentucky2,597$333K0.0%+6.3%0.002%
5/1/2026 Walled Lake Planning & Wealth Management LLC4,722$605K0.2%-12.5%0.003%
5/1/2026 Paladin Advisory Group LLC2,574$330K0.3%-7.8%0.002%
5/1/2026 Cedar Mountain Advisors LLC273,302$35.02M6.8%-0.1%0.191%
4/30/2026 Equitable Trust Co.36,056$4.62M0.2%+2.7%0.025%
4/30/2026 Hsbc Holdings PLC173,483$22.23M0.0%+2.8%0.121%
4/30/2026 Accredited Investors Inc.176,108$22.56M1.2%-5.8%0.123%
4/30/2026 First Horizon Corp75,662$9.69M0.4%+23.4%0.053%
4/30/2026 Mosaic Family Wealth Partners LLC4,438$569K0.1%+4.4%0.003%
4/30/2026 Kestra Advisory Services LLC197,442$25.30M0.1%+4.3%0.138%
4/30/2026 Beam Wealth Advisors Inc.26,842$3.44M0.9%+21.9%0.019%
4/30/2026 Your Advocates Ltd. LLP267$34K0.0%+2,866.7%0.000%
4/30/2026 Cahaba Wealth Management Inc.7,257$930K0.1%-1.8%0.005%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA21,236$2.72M0.7%+30.7%0.015%
4/29/2026 Lmcg Investments LLC6,016$771K0.0%-17.3%0.004%
4/29/2026 American Wealth Advisors LLC12,983$1.66M1.7%-3.6%0.009%
4/29/2026 Saxon Interests Inc.6,008$770K0.3%-46.6%0.004%
4/29/2026 Marino Stram & Associates LLC1,573$202K0.0%N/A0.001%
4/29/2026 Duncker Streett & Co. Inc.1,392$178K0.0%-8.6%0.001%
4/29/2026 Renasant Bank4,761$610K0.4%-24.6%0.003%
4/29/2026 Orin Green Financial LLC8,767$1.12M0.5%+0.9%0.006%
4/29/2026 Clearwave Capital LLC6,686$857K0.6%+2.5%0.005%
4/29/2026 Horst & Graben Wealth Management LLC16,599$2.26M0.3%+1.1%0.012%
4/29/2026 Clare Market Investments LLC1,564$200K0.0%N/A0.001%
4/29/2026 Beacon Bank & Trust33,469$4.29M0.9%-2.1%0.023%
4/28/2026 Nvest Financial LLC16,456$2.11M0.8%+2.7%0.011%
4/28/2026 Bogart Wealth LLC2,683$344K0.0%+30.9%0.002%
4/28/2026 Ascentis Independent Advisors29,877$3.83M0.3%+77.0%0.021%
4/28/2026 Stephens Inc. AR523,361$67.07M0.8%-4.8%0.365%
4/28/2026 B.O.S.S. Retirement Advisors LLC5,239$671K0.2%+133.2%0.004%
4/28/2026 NBT Bank N A NY5,545$710K0.0%+2.5%0.004%
4/28/2026 Howe & Rusling Inc.748$96K0.0%-67.8%0.001%
4/28/2026 Whitegate Investment Counselors Inc.78,872$10.11M3.2%-0.2%0.055%
4/28/2026 QRG Capital Management Inc.7,420$951K0.0%+42.9%0.005%
4/27/2026 Oxbow Advisors LLC1,907$244K0.0%-36.6%0.001%
4/27/2026 Arcadia Wealth Management LLC32,699$4.19M1.5%+9.9%0.023%
4/27/2026 IRON Financial LLC3,114$399K0.2%-2.3%0.002%
4/27/2026 PFG Investments LLC3,520$451K0.0%+4.8%0.002%
4/27/2026 Baer Investment Advisory LLC9,398$1.20M0.1%N/A0.007%
4/27/2026 USAdvisors Wealth Management LLC45,474$5.62M1.9%+38.3%0.032%
4/27/2026 Private Advisor Group LLC123,871$15.87M0.1%-7.4%0.086%
4/27/2026 Y Intercept Hong Kong Ltd4,346$557K0.0%N/A0.003%
4/25/2026 Patten Group Inc.1,822$233K0.0%-18.7%0.001%
4/25/2026 Livet Wealth LLC2,600$333K0.2%-51.2%0.002%


IWP Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,205 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 ($878.72M), Jones Financial Companies Lllp ($794.99M), Envestnet Asset Management Inc. ($768.64M), Wells Fargo & Company MN ($725.67M), and First Command Advisory Services Inc. ($525.78M).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 1,005 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), First Command Advisory Services Inc. ($3.84M), Envestnet Asset Management Inc. ($3.83M), Strategic Financial Concepts LLC ($1.35M), Raymond James Financial Inc. ($1.21M), BNP Paribas Financial Markets ($1.06M), and Jones Financial Companies Lllp ($972.47K).

Institutional investors have bought a total of 36,572,795 shares in the last 24 months. This purchase volume represents approximately $5.04B in transactions.

Of the 544 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: Northwestern Mutual Wealth Management Co. ($1.07M), Truist Financial Corp ($584.13K), BNP Paribas Financial Markets ($457.26K), Bank of America Corp DE ($439.80K), TIAA Trust National Association ($424.35K), Morgan Stanley ($416.69K), and Congress Asset Management Co. ($328.10K).

Institutional investors have sold a total of 9,854,465 shares in the last 24 months. This volume of shares sold represents approximately $1.35B in transactions.


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This page (NYSEARCA:IWP) was last updated on 5/9/2026 by MarketBeat.com Staff.
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