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

iShares Russell Mid-Cap Growth ETF logo
$144.12 +3.46 (+2.46%)
As of 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)
666
Total
Institutional Inflows
(last 12 months)
$2.58B
Number of
Institutional Sellers
(last 12 months)
482
Total
Institutional Outflows
(last 12 months)
$1.04B
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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
8/7/2026BlackRock Inc.15,687$2.30M0.0%-51.6%0.011%
8/7/2026Occidental Asset Management LLC80,054$11.72M1.2%-0.9%0.056%
8/7/2026Perigon Wealth Management LLC3,623$530K0.0%-9.6%0.003%
8/7/2026OneDigital Investment Advisors LLC9,970$1.46M0.0%-6.7%0.007%
8/7/2026AMG National Trust Bank340,414$49.84M1.0%+0.9%0.236%
8/7/2026 Roman Butler Fullerton & Co.1,643$231K0.1%-8.6%0.001%
8/7/2026 Simplicity Wealth LLC20,535$3.01M0.1%+17.1%0.014%
8/6/2026 Global Retirement Partners LLC23,444$3.43M0.1%N/A0.016%
8/6/2026 1ST Source Bank7,979$1.17M0.1%-2.5%0.006%
8/6/2026 Geneva Capital Management LLC20,221$2.96M0.1%-13.4%0.014%
8/6/2026 Focus Partners Advisor Solutions LLC43,870$6.42M0.1%+2.9%0.030%
8/6/2026 Meridian Wealth Management LLC21,889$3.21M0.1%+2.9%0.015%
8/6/2026 Mosaic Family Wealth Partners LLC4,286$628K0.0%-3.4%0.003%
8/6/2026 Capital Analysts LLC1,881$276K0.0%-36.4%0.001%
8/5/2026 AlTi Global Inc.9,340$1.37M0.0%-1.1%0.006%
8/5/2026 HighTower Advisors LLC245,402$35.93M0.0%+1.1%0.170%
8/5/2026 BLB&B Advisors LLC8,028$1.18M0.0%-29.3%0.006%
8/5/2026 Weinberger Asset Management Inc43,606$5.98M1.9%+13.9%0.030%
8/5/2026 Janney Montgomery Scott LLC67,739$9.92M0.0%-7.4%0.047%
8/5/2026 Fifth Third Bancorp491,388$71.94M0.1%-3.8%0.341%
8/5/2026 White Lighthouse Investment Management Inc.2,704$396K0.0%+5.7%0.002%
8/5/2026 Cascade Financial Partners LLC3,123$457K0.0%+21.0%0.002%
8/5/2026 Investment Partners LTD.44,284$6.48M2.0%+2.8%0.031%
8/5/2026 McAdam LLC35,997$5.27M0.2%-25.8%0.025%
8/4/2026 Flagship Private Wealth LLC4,893$716K0.3%-9.0%0.003%
8/4/2026 Choreo LLC24,326$3.56M0.0%-5.1%0.017%
8/3/2026 BIP Wealth LLC5,622$823K0.0%N/A0.004%
8/3/2026 Bryn Mawr Trust Advisors LLC21,936$3.21M0.1%+48.1%0.015%
8/3/2026 Oppenheimer & Co. Inc.187,930$27.52M0.3%-6.2%0.131%
7/16/2026 Processus Wealth & Capital Management LLC36,042$5.28M1.8%+3.4%0.025%
7/10/2026 Annex Advisory Services LLC6,696$980K0.0%+1.4%0.005%
7/10/2026 Processus Wealth & Capital Management LLC36,042$5.28M3.1%+3.4%0.025%
7/10/2026 Heck Capital Advisors LLC90,654$13.27M0.8%-1.9%0.062%
7/10/2026 Taylor & Morgan Wealth Management LLC9,537$1.40M0.7%-6.9%0.007%
7/10/2026 GenWealth Group Inc.208,254$30.49M4.8%N/A0.142%
7/10/2026 Diversified Management Inc.124,322$18.20M3.9%+1.0%0.085%
7/10/2026 City Holding Co.3,704$542K0.1%+2.9%0.003%
7/10/2026 Prosperity Planning Inc.2,184$320K0.1%-7.5%0.001%
7/10/2026 KMG Fiduciary Partners LLC25,255$3.70M0.3%-61.2%0.017%
7/10/2026 Wealthcare Advisory Partners LLC9,719$1.42M0.0%-13.5%0.007%
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7/9/2026 Revolve Wealth Partners LLC6,856$1.00M0.1%-2.6%0.005%
7/9/2026 Financial Advisory Corp743,948$108.92M14.4%-5.0%0.508%
7/9/2026 LWM Advisors Inc.31,550$4.62M3.4%+1.8%0.022%
7/9/2026 Friday Financial13,546$1.92M0.5%+20.0%0.009%
7/9/2026 Contravisory Investment Management Inc.4,339$635K0.1%-3.7%0.003%
7/9/2026 Atlas Brown Inc.32,484$4.76M1.3%-1.3%0.022%
7/9/2026 Focus Financial Network Inc.1,786$262K0.0%-47.2%0.001%
7/9/2026 Vertrix Wealth Management LLC9,557$1.40M0.5%-7.2%0.007%
7/9/2026 Allied Private Wealth LLC226$32K0.0%N/A0.000%
7/9/2026 Whitaker Myers Wealth Managers LTD.154,430$22.61M3.8%+7.8%0.105%
7/9/2026 Sax Wealth Advisors LLC9,238$1.35M0.1%-4.9%0.006%
7/9/2026 Hennion & Walsh Asset Management Inc.1,492$218K0.0%N/A0.001%
7/9/2026 Valeo Financial Advisors LLC14,972$2.19M0.0%+5.7%0.010%
7/8/2026 Beacon Bank & Trust32,928$4.82M0.9%-1.6%0.022%
7/8/2026 Cooper Financial Group16,663$2.44M0.2%+16.8%0.011%
7/8/2026 Apella Capital LLC2,385$338K0.0%+5.5%0.002%
7/8/2026 Evanson Financial LLC1,662$243K0.0%N/A0.001%
7/7/2026 Mechanics Bank Trust Department145,534$21.31M2.6%+4.2%0.099%
7/7/2026 Dynamic Advisor Solutions LLC7,278$1.07M0.0%-26.6%0.005%
7/7/2026 Willner & Heller LLC11,477$1.68M1.1%-2.8%0.008%
7/7/2026 Avior Wealth Management LLC22,109$3.22M0.1%-9.3%0.015%
7/7/2026 Harbor Investment Advisory LLC36,496$5.34M0.4%+2.5%0.025%
7/7/2026 Canandaigua National Bank & Trust Co.97,890$14.33M1.2%N/A0.067%
7/7/2026 Sandy Cove Advisors LLC1,747$256K0.1%N/A0.001%
7/7/2026 CGN Advisors LLC1,426$209K0.0%N/A0.001%
7/6/2026 Stonebridge Financial Group LLC120,345$17.62M1.3%+2.3%0.082%
7/2/2026 MassMutual Private Wealth & Trust FSB430$63K0.0%-22.5%0.000%
7/2/2026 Cedar Mountain Advisors LLC276,200$40.44M7.0%+1.1%0.188%
7/2/2026 Hilltop National Bank43,051$6.30M1.3%-1.3%0.029%
7/1/2026 Eastern Bank1,849$271K0.0%+62.3%0.001%
7/1/2026 Trust Co of the South1,563$229K0.0%N/A0.001%
7/1/2026 Global Wealth Strategies & Associates5,210$763K0.1%-2.0%0.004%
6/18/2026Western Wealth Management LLC14,772$1.89M0.1%-42.0%0.010%
6/16/2026Steelhead Wealth Management LLC2,549$326K0.2%N/A0.002%
6/11/2026 Three Bearings Fiduciary Advisors Inc.56,759$7.27M7.0%+4.0%0.040%
6/10/2026 FAS Wealth Partners Inc.11,044$1.42M0.1%-0.9%0.008%
6/9/2026 Rathbones Group PLC18,555$2.38M0.0%+2.8%0.013%
6/3/2026 CoreFirst Bank & Trust305$39K0.0%-78.2%0.000%
6/3/2026 Parallel Advisors LLC20,108$2.58M0.0%-1.4%0.014%
6/3/2026NewEdge Advisors LLC95,440$12.23M0.0%-0.6%0.066%
6/1/2026First Nebraska Trust Co1,600$205K0.0%N/A0.001%
6/1/2026 Foguth Wealth Management LLC.1,496$192K0.0%N/A0.001%
6/1/2026Integrated Investment Consultants LLC175,231$22.45M4.8%-3.0%0.122%
6/1/2026Keel Point LLC6,327$811K0.1%-28.6%0.004%
5/26/2026Serenity Investment Advisors13,320$1.86M0.7%-5.6%0.009%
5/22/2026Wellington Grp LLC574$74K0.0%N/A0.000%
5/21/2026Compass Capital Management Inc.2,376$304K0.0%-20.9%0.002%
5/20/2026 SOA Wealth Advisors LLC.37,244$4.77M0.5%-1.3%0.026%
5/19/2026Western Wealth Management LLC14,772$1.89M0.1%-42.0%0.010%
5/19/2026McIlrath & Eck LLC202$26K0.0%N/A0.000%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

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5/19/2026Bank of America Corp DE7,100,610$909.73M0.1%+0.1%4.943%
5/19/2026Financial Insights Inc.3,922$502K0.2%-3.9%0.003%
5/19/2026 Ashton Thomas Securities LLC236$30K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors27,256$3.49M0.1%-3.2%0.019%
5/18/2026Sunbelt Securities Inc.6,441$825K0.1%+50.2%0.004%
5/18/2026Royal Bank of Canada755,617$96.81M0.0%-13.9%0.526%
5/16/2026Excelsior Advisor Network LLC2,077$266K0.1%+36.6%0.001%
5/16/2026Quantinno Capital Management LP41,422$5.31M0.0%-0.6%0.029%
5/15/2026Corsair Capital Management L.P.7,833$1.00M0.1%N/A0.005%
5/15/2026 Gateway Wealth Partners LLC5,784$741K0.0%+100.3%0.004%


IWP Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,188 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), 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 983 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), Raymond James Financial Inc. ($1.21M), BNP Paribas Financial Markets ($1.06M), Jones Financial Companies Lllp ($972.47K), and Congress Asset Management Co. ($829.36K).

Institutional investors have bought a total of 18,462,671 shares in the last 24 months. This purchase volume represents approximately $2.58B in transactions.

Of the 480 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), BNP Paribas Financial Markets ($457.26K), Bank of America Corp DE ($439.80K), Morgan Stanley ($416.69K), M&T Bank Corp ($327.90K), Corient Private Wealth LLC ($319.47K), and JPMorgan Chase & Co. ($255.65K).

Institutional investors have sold a total of 7,564,993 shares in the last 24 months. This volume of shares sold represents approximately $1.04B 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 8/7/2026. New 13F filings are added each quarter as they're published.
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