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

iShares Russell Mid-Cap Growth ETF logo
$140.58 -1.45 (-1.02%)
Closing price 04:10 PM Eastern
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$140.58 0.00 (0.00%)
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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)
659
Total
Institutional Inflows
(last 12 months)
$4.57B
Number of
Institutional Sellers
(last 12 months)
520
Total
Institutional Outflows
(last 12 months)
$1.13B
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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
8/5/2025Blue Barn Wealth LLC1,572$218K0.1%N/A0.001%
8/5/2025HFG Advisors Inc.3,054$424K0.3%-2.4%0.002%
8/5/2025Claro Advisors LLC14,355$1.99M0.3%-11.4%0.010%
8/5/2025Simplex Trading LLC1,082$150K0.0%-41.2%0.001%
8/5/2025Cassaday & Co Wealth Management LLC2,110,082$292.63M7.3%-0.3%1.514%
8/5/2025Pointe Capital Management LLC16,392$2.27M1.2%+9.9%0.012%
8/5/2025Prosperity Consulting Group LLC53,884$7.47M0.5%+3.2%0.039%
8/5/2025Next Capital Management LLC9,230$1.28M0.5%+16.2%0.007%
8/5/2025Bank of New York Mellon Corp123,348$17.11M0.0%+11.8%0.089%
8/5/2025Freestone Capital Holdings LLC55,091$7.64M0.3%-1.1%0.040%
8/5/2025Bank of Montreal Can156,769$21.74M0.0%+4.3%0.113%
8/5/2025Snider Financial Group3,905$542K0.2%+20.2%0.003%
8/5/2025MMA Asset Management LLC1,492$207K0.1%N/A0.001%
8/5/2025Sigma Planning Corp34,878$4.84M0.1%+1.7%0.025%
8/5/2025Mission Wealth Management LP10,014$1.39M0.0%-0.8%0.007%
8/5/2025TIAA Trust National Association2,540,797$352.27M0.9%-9.1%1.823%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,874$1.37M0.1%-0.8%0.007%
8/5/2025Prosperity Wealth Management Inc.20,920$2.90M1.1%N/A0.015%
8/5/2025Strategic Financial Concepts LLC5,752$798K0.1%-5.7%0.004%
8/5/2025GHP Investment Advisors Inc.59,369$8.23M0.4%-0.7%0.043%
8/5/2025Beam Wealth Advisors Inc.22,842$3.17M0.9%+4.1%0.016%
8/5/2025Geneva Capital Management LLC11,873$1.65M0.0%-38.7%0.009%
8/5/2025Summit Investment Advisory Services LLC1,702$236K0.2%N/A0.001%
8/4/2025 Integrity Alliance LLC.6,436$893K0.0%-21.3%0.005%
8/4/2025 AMG National Trust Bank329,913$45.75M1.2%+1.2%0.237%
8/4/2025 Pinnacle Associates Ltd.22,748$3.16M0.0%-3.2%0.016%
8/4/2025 FWG Investments LLC.4,539$630K0.5%N/A0.003%
8/4/2025 Mesirow Financial Investment Management Inc.141,784$19.67M0.4%-48.6%0.102%
8/4/2025 BLB&B Advisors LLC6,647$922K0.0%-13.4%0.005%
8/4/2025 Buckhead Capital Management LLC1,600$222K0.1%N/A0.001%
8/4/2025 Impact Partnership Wealth LLC1,741$241K0.0%-13.9%0.001%
8/4/2025 Atria Investments Inc6,363$882K0.0%+11.5%0.005%
8/4/2025 Savvy Advisors Inc.2,029$281K0.0%-47.4%0.001%
8/4/2025 Assetmark Inc.70,829$9.82M0.0%+19.5%0.051%
8/4/2025 Keybank National Association OH190,308$26.39M0.1%-1.3%0.137%
8/4/2025 HBK Sorce Advisory LLC4,549$631K0.0%-16.5%0.003%
8/4/2025 Spire Wealth Management11,512$1.60M0.1%-4.3%0.008%
8/4/2025 Hantz Financial Services Inc.168,860$23.42M0.4%-1.0%0.121%
8/4/2025 Arkadios Wealth Advisors22,092$3.06M0.1%-2.6%0.016%
8/4/2025 Daymark Wealth Partners LLC1,879$261K0.0%-10.8%0.001%
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8/4/2025 Northwest Financial Advisors1,704$236K0.3%-4.3%0.001%
8/1/2025 Biltmore Family Office LLC1,200$166K0.0%+9.5%0.001%
8/1/2025 Capital Investment Counsel LLC21,088$2.93M0.5%-3.9%0.015%
8/1/2025 First National Trust Co23,563$3.27M0.1%+24.3%0.017%
8/1/2025 Petra Financial Advisors Inc.70,570$9.79M6.2%+24.8%0.051%
8/1/2025 United Capital Management of KS Inc.100,637$13.96M2.2%+0.9%0.072%
8/1/2025 Transcend Capital Advisors LLC8,229$1.14M0.1%+4.8%0.006%
8/1/2025 Bessemer Group Inc.47,723$6.62M0.0%+0.8%0.034%
8/1/2025 First Command Advisory Services Inc.4,416$612K0.0%+7.0%0.003%
8/1/2025 Ashton Thomas Private Wealth LLC14,098$1.96M0.1%+94.9%0.010%
8/1/2025 American Financial & Tax Strategies Inc.2,785$386K0.2%+5.6%0.002%
8/1/2025 Envestnet Asset Management Inc.1,990,778$276.08M0.1%+3.2%1.429%
7/31/2025 Wealthfront Advisers LLC14,191$1.97M0.0%-9.1%0.010%
7/31/2025 Oppenheimer Asset Management Inc.2,526$350K0.0%N/A0.002%
7/31/2025 Brighton Jones LLC18,061$2.51M0.1%+2.0%0.013%
7/31/2025 Burke & Herbert Bank & Trust Co.10,047$1.39M0.3%-18.6%0.007%
7/31/2025 Mason & Associates Inc1,685$234K0.1%N/A0.001%
7/31/2025 Sequent Asset Management LLC67,200$9.32M7.4%-0.2%0.048%
7/31/2025 Focus Partners Advisor Solutions LLC49,956$6.93M0.1%-3.0%0.036%
7/31/2025 Glass Jacobson Investment Advisors llc10,985$1.52M0.6%-4.4%0.008%
7/31/2025 Carrera Capital Advisors1,579$219K0.0%N/A0.001%
7/31/2025 Washington Trust Advisors Inc.1,861$258K0.0%+5.7%0.001%
7/31/2025 GLOBALT Investments LLC GA392,268$54.40M2.1%-8.5%0.281%
7/31/2025 LJI Wealth Management LLC3,246$450K0.1%+48.2%0.002%
7/31/2025 AlTi Global Inc.9,808$1.36M0.0%-7.7%0.007%
7/30/2025 First Citizens Bank & Trust Co.1,486,571$206.16M3.2%-13.5%1.067%
7/30/2025 Bleakley Financial Group LLC22,671$3.14M0.1%+15.7%0.016%
7/30/2025 Rothschild Capital Partners LLC1,809$251K0.1%-39.2%0.001%
7/30/2025 Strategic Blueprint LLC1,594$221K0.0%N/A0.001%
7/30/2025 LifeWealth Investments LLC25,134$3.49M1.1%+11.6%0.018%
7/30/2025 Freedom Investment Management Inc.3,617$502K0.0%+2.7%0.003%
7/30/2025 Paragon Financial Partners Inc.18,890$2.62M1.8%+5.6%0.014%
7/30/2025 Rehmann Capital Advisory Group14,504$2.01M0.1%+2.5%0.010%
7/30/2025 Patten Group Inc.2,263$314K0.1%-11.9%0.002%
7/30/2025 Exencial Wealth Advisors LLC2,225$308K0.0%N/A0.002%
7/30/2025 Brookstone Capital Management17,098$2.37M0.0%+45.3%0.012%
7/30/2025 Wedgewood Investors Inc. PA7,156$992K1.1%-1.3%0.005%
7/30/2025 D.A. Davidson & CO.12,177$1.69M0.0%-6.5%0.009%
7/30/2025 Cullen Frost Bankers Inc.956,036$132.58M1.7%+15.8%0.686%
7/30/2025 Whittier Trust Co. of Nevada Inc.9,936$1.38M0.0%+24.3%0.007%
7/30/2025 Mason & Associates LLC3,082$427K0.1%-3.8%0.002%
7/30/2025 Phoenix Financial Ltd.64,128$8.89M0.1%+6.2%0.046%
7/30/2025 Bogart Wealth LLC969$134K0.0%-10.1%0.001%
7/29/2025 Orin Green Financial LLC9,104$1.26M0.5%-0.8%0.007%
7/29/2025 Stephens Inc. AR542,492$75.23M1.0%+2.0%0.389%
7/29/2025 LMG Wealth Partners LLC98,403$13.65M2.8%-1.1%0.071%
7/29/2025 Parthenon LLC1,474$204K0.0%N/A0.001%
7/29/2025 Forvis Mazars Wealth Advisors LLC121,192$16.81M0.4%-1.2%0.087%
7/29/2025 Crux Wealth Advisors1,681$233K0.1%N/A0.001%
7/29/2025 International Assets Investment Management LLC2,139$297K0.0%+16.6%0.002%
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7/29/2025 Systelligence LLC140,062$19.42M3.6%-16.5%0.101%
7/29/2025 Joseph P. Lucia & Associates LLC4,060$563K0.2%+14.4%0.003%
7/29/2025 May Barnhard Investments LLC39,635$5.50M2.6%-3.9%0.028%
7/29/2025 Aspiriant LLC24,666$3.42M0.1%+100.3%0.018%
7/29/2025 Rodgers & Associates LTD421,189$58.41M6.4%+0.2%0.302%
7/29/2025 Stratos Wealth Partners LTD.54,006$7.49M0.1%+2.0%0.039%
7/29/2025 Stratos Wealth Advisors LLC3,695$512K0.0%-8.6%0.003%
7/29/2025 Private Trust Co. NA16,902$2.34M0.2%+40.1%0.012%
7/29/2025 Oxbow Advisors LLC3,080$427K0.0%-6.2%0.002%
7/29/2025 Werba Rubin Papier Wealth Management4,090$567K0.1%N/A0.003%
(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, 1,113 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 PNC Financial Services Group Inc. ($313.14M).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 907 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: Bishop & Co Investment Management LLC ($22.56M), 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), and BNP Paribas Financial Markets ($1.30M).

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

Institutional investors have bought a total of 35,394,630 shares in the last 24 months. This purchase volume represents approximately $4.57B in transactions.

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

Of the 519 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 ($612.42K), Barclays PLC ($543.64K), Congress Asset Management Co. ($535.98K), GLOBALT Investments LLC GA ($523.30K), First Citizens Bank & Trust Co. ($310.43K), and Summit Rock Advisors LP ($289.67K).

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

Institutional investors have sold a total of 9,119,467 shares in the last 24 months. This volume of shares sold represents approximately $1.13B in transactions.



This page (NYSEARCA:IWP) was last updated on 8/5/2025 by MarketBeat.com Staff
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