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

iShares Russell Mid-Cap Growth ETF logo
$137.82 +0.21 (+0.15%)
As of 01:38 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)
651
Total
Institutional Inflows
(last 12 months)
$4.50B
Number of
Institutional Sellers
(last 12 months)
505
Total
Institutional Outflows
(last 12 months)
$1.62B
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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
7/16/2025Southern Capital Advisors LLC85,832$11.90M6.1%+1.7%0.061%
7/16/2025Falcon Wealth Planning119,818$16.62M1.7%-8.1%0.086%
7/16/2025Congress Asset Management Co.151,473$21.01M0.1%-68.4%0.108%
7/16/2025Essex Financial Services Inc.23,706$3.29M0.2%+6.6%0.017%
7/16/2025Perigon Wealth Management LLC5,409$750K0.0%-1.9%0.004%
7/16/2025Octavia Wealth Advisors LLC7,066$980K0.1%-3.9%0.005%
7/16/2025Magnus Financial Group LLC5,655$784K0.1%-2.1%0.004%
7/16/2025TigerOak Management L.L.C.1,518$211K0.1%N/A0.001%
7/16/2025Plancorp LLC6,809$944K0.0%+43.0%0.005%
7/16/2025Moneywise Inc.51,908$7.20M3.4%N/A0.037%
7/15/2025McAdam LLC46,401$6.44M0.4%+5.2%0.033%
7/15/2025Total Wealth Planning LLC4,043$561K0.1%-10.0%0.003%
7/15/2025TD Private Client Wealth LLC36,742$5.10M0.1%-13.2%0.026%
7/15/2025Smith & Howard Wealth Management LLC1,529$212K0.1%N/A0.001%
7/15/2025Evanson Asset Management LLC1,662$230K0.0%N/A0.001%
7/15/2025IMS Capital Management32,582$4.52M2.1%N/A0.023%
7/15/2025Norden Group LLC2,572$357K0.0%+29.6%0.002%
7/15/2025Axis Wealth Partners LLC1,675$232K0.2%-28.2%0.001%
7/15/2025Cranbrook Wealth Management LLC10,035$1.39M0.3%-1.1%0.007%
7/15/2025Fifth Third Bancorp211,556$29.34M0.1%-1.8%0.151%
7/15/2025Forte Capital LLC ADV47,265$6.56M0.7%+5.5%0.034%
7/15/2025RTD Financial Advisors Inc.215,586$29.90M3.8%-19.9%0.154%
7/15/2025Financial Partners Group Inc135,414$18.78M2.6%+6.1%0.097%
7/15/2025Hofer & Associates. Inc30,185$4.19M2.6%+1.2%0.022%
7/15/2025CGN Advisors LLC2,053$285K0.0%-4.0%0.001%
7/14/2025 Occidental Asset Management LLC90,526$12.55M1.7%-1.4%0.065%
7/14/2025 Farmers Trust Co.1,914$265K0.0%N/A0.001%
7/14/2025 Gries Financial LLC4,800$666K0.1%-2.0%0.003%
7/14/2025 Golden State Equity Partners18,512$2.57M0.5%+89.2%0.013%
7/14/2025 Brady Martz Wealth Solutions LLC38,125$5.29M1.0%-5.3%0.027%
7/14/2025 AdvisorNet Financial Inc2,863$397K0.0%-84.1%0.002%
7/14/2025 CRA Financial Services LLC2,448$339K0.1%-6.8%0.002%
7/14/2025 Mechanics Bank Trust Department121,667$16.87M2.4%+16.6%0.087%
7/14/2025 LaFleur & Godfrey LLC1,542$214K0.0%N/A0.001%
7/14/2025 Clear Harbor Asset Management LLC56,872$7.89M0.6%+2.5%0.041%
7/14/2025 U.S. Capital Wealth Advisors LLC2,332$323K0.0%N/A0.002%
7/14/2025 Farmers & Merchants Investments Inc.93,028$12.90M0.4%-0.8%0.066%
7/14/2025 Parkshore Wealth Management Inc.2,976$413K0.2%-14.0%0.002%
7/14/2025 Lewis Asset Management LLC2,151$298K0.1%N/A0.002%
7/14/2025 Flagstar Advisors Inc.3,165$439K0.1%-25.5%0.002%
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7/14/2025 Park Avenue Securities LLC40,291$5.59M0.1%-11.1%0.029%
7/14/2025 Sowell Financial Services LLC58,663$8.14M0.3%-13.1%0.042%
7/11/2025 Annex Advisory Services LLC6,215$862K0.0%+57.3%0.004%
7/11/2025 Prosperity Planning Inc.2,450$340K0.1%-3.1%0.002%
7/11/2025 Bond & Devick Financial Network Inc.1,560$216K0.1%N/A0.001%
7/11/2025 Farther Finance Advisors LLC2,689$373K0.0%+74.6%0.002%
7/11/2025 UMB Bank n.a.89,683$12.44M0.2%-8.8%0.064%
7/11/2025 Financial Advisory Corp757,092$104.99M16.1%+2.9%0.541%
7/11/2025 Thomasville National Bank11,755$1.63M0.1%-8.9%0.008%
7/11/2025 LongView Wealth Management3,223$447K0.1%+11.1%0.002%
7/11/2025 Diversified Trust Co5,283$733K0.0%-6.6%0.004%
7/11/2025 Luts & Greenleigh Group Inc.11,395$1.58M1.5%+2.8%0.008%
7/11/2025 Kingstone Capital Partners Texas LLC14,565,376$2.02B0.3%+744,932.0%10.400%
7/10/2025 Perkins Coie Trust Co797$111K0.0%-22.4%0.001%
7/10/2025 Orgel Wealth Management LLC2,272$315K0.0%-3.5%0.002%
7/10/2025 Clare Market Investments LLC1,561$217K0.0%N/A0.001%
7/10/2025 Ryan Investment Management Inc.257$36K0.0%N/A0.000%
7/10/2025 Rockland Trust Co.5,271$731K0.0%-4.9%0.004%
7/10/2025 Redhawk Wealth Advisors Inc.2,894$401K0.1%-6.7%0.002%
7/10/2025 Weinberger Asset Management Inc33,752$4.68M1.8%+2.2%0.024%
7/10/2025 Bigelow Investment Advisors LLC1,450$201K0.1%N/A0.001%
7/10/2025 Fulton Bank N.A.7,471$1.04M0.0%+19.3%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC118,392$16.57M0.0%+1.9%0.085%
7/10/2025 Wedmont Private Capital1,700$237K0.0%N/A0.001%
7/10/2025 Secure Asset Management LLC12,828$1.78M0.3%N/A0.009%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA11,788$1.64M0.5%+104.9%0.008%
7/10/2025 KMG Fiduciary Partners LLC63,600$8.82M0.7%+3.7%0.045%
7/10/2025 Signal Advisors Wealth LLC3,523$489K0.0%-16.2%0.003%
7/10/2025 Focus Financial Network Inc.26,866$3.73M0.1%+120.6%0.019%
7/9/2025 Navigation Wealth Management Inc.1,774$246K0.4%N/A0.001%
7/9/2025 Procyon Advisors LLC13,530$1.88M0.2%+11.2%0.010%
7/9/2025 Lifelong Wealth Advisors Inc.11,851$1.64M0.5%-8.2%0.008%
7/9/2025 Balefire LLC1,783$247K0.1%N/A0.001%
7/9/2025 Berkshire Bank36,265$5.03M1.1%-3.2%0.026%
7/9/2025 Krilogy Financial LLC239,811$33.26M1.9%+0.6%0.171%
7/9/2025 Sterling Manor Financial LLC65,754$9.12M6.1%-7.1%0.047%
7/9/2025 WestHill Financial Advisors Inc.74,334$10.31M2.2%+0.1%0.053%
7/9/2025 MassMutual Private Wealth & Trust FSB675$94K0.0%-11.5%0.000%
7/9/2025 WealthCare Investment Partners LLC4,541$636K0.2%+2.0%0.003%
7/8/2025 Strategic Advocates LLC13,654$1.89M0.6%-0.7%0.010%
7/8/2025 Henrickson Nauta Wealth Advisors Inc.1,683$233K0.1%N/A0.001%
7/8/2025 Granite Bay Wealth Management LLC1,500$208K0.1%N/A0.001%
7/8/2025 Webster Bank N. A.524$73K0.0%-15.8%0.000%
7/8/2025 Canandaigua National Trust Co of Florida7,046$977K0.7%+101.8%0.005%
7/8/2025 Canandaigua National Bank & Trust Co.83,895$11.64M1.1%+4.4%0.060%
7/8/2025 Ballew Advisors Inc21,234$2.97M1.8%+1.9%0.015%
7/8/2025 NBC Securities Inc.8,556$1.19M0.1%-4.3%0.006%
7/8/2025 First International Bank & Trust1,514$210K0.1%-65.3%0.001%
7/8/2025 Parallel Advisors LLC11,036$1.53M0.0%+13.9%0.008%
7/7/2025 LWM Advisors Inc.32,272$4.48M4.3%-0.2%0.023%
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7/7/2025 Accelerate Investment Advisors LLC1,588$220K0.2%N/A0.001%
7/7/2025 HMS Capital Management LLC31,757$4.40M2.0%-25.2%0.023%
7/7/2025 Whitaker Myers Wealth Managers LTD.128,703$17.85M4.5%+10.2%0.092%
7/7/2025 Global Wealth Strategies & Associates5,952$825K0.2%-2.3%0.004%
7/7/2025 Dominguez Wealth Management Solutions Inc.15,524$2.15M1.5%+6.4%0.011%
7/7/2025 LBJ Family Wealth Advisors Ltd.136,164$18.88M11.0%+0.2%0.097%
7/7/2025 Nova Wealth Management Inc.3,214$446K0.3%+249.7%0.002%
7/7/2025 Taylor & Morgan Wealth Management LLC10,857$1.51M1.0%-0.9%0.008%
7/3/2025 Trust Co of the South1,559$216K0.0%N/A0.001%
7/2/2025 Dentgroup LLC15,478$2.15M1.5%-6.3%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, 1,099 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), TIAA FSB ($1.09B), Morgan Stanley ($997.33M), Bank of America Corp DE ($922.99M), Wells Fargo & Company MN ($660.73M), Jones Financial Companies Lllp ($571.86M), and TIAA Trust National Association ($328.22M).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 893 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 34,949,844 shares in the last 24 months. This purchase volume represents approximately $4.50B in transactions.

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

Of the 505 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 ($6.96M), Barclays PLC ($543.64K), Congress Asset Management Co. ($535.98K), GLOBALT Investments LLC GA ($487.05K), Commonwealth Equity Services LLC ($417.84K), Summit Rock Advisors LP ($289.67K), and Zions Bancorporation N.A. ($285.49K).

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

Institutional investors have sold a total of 14,012,699 shares in the last 24 months. This volume of shares sold represents approximately $1.62B in transactions.


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This page (NYSEARCA:IWP) was last updated on 7/16/2025 by MarketBeat.com Staff
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