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

iShares Russell Mid-Cap Growth ETF logo
$142.90 +0.84 (+0.59%)
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)
720
Total
Institutional Inflows
(last 12 months)
$4.74B
Number of
Institutional Sellers
(last 12 months)
533
Total
Institutional Outflows
(last 12 months)
$1.33B
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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
5/26/2026 Serenity Investment Advisors13,320$1.86M0.7%-5.6%0.009%
5/22/2026 Wellington Grp LLC574$74K0.0%N/A0.000%
5/21/2026 Compass 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%
5/19/2026 Western Wealth Management LLC14,772$1.89M0.1%-42.0%0.010%
5/19/2026 McIlrath & Eck LLC202$26K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE7,100,610$909.73M0.1%+0.1%4.943%
5/19/2026 Financial Insights Inc.3,922$502K0.2%-3.9%0.003%
5/19/2026 Ashton Thomas Securities LLC236$30K0.0%N/A0.000%
5/19/2026 Arkadios Wealth Advisors27,256$3.49M0.1%-3.2%0.019%
5/18/2026 Sunbelt Securities Inc.6,441$825K0.1%+50.2%0.004%
5/18/2026 Royal Bank of Canada755,617$96.81M0.0%-13.9%0.526%
5/16/2026 Excelsior Advisor Network LLC2,077$266K0.1%+36.6%0.001%
5/16/2026 Quantinno Capital Management LP41,422$5.31M0.0%-0.6%0.029%
5/15/2026 Corsair 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%
5/15/2026 Bradley Foster & Sargent Inc. CT13,519$1.73M0.0%-2.4%0.009%
5/15/2026 Matrix Private Capital Group LLC1,704$218K0.1%N/A0.001%
5/15/2026 Waverly Advisors LLC173,669$22.25M0.2%-1.4%0.121%
5/15/2026 Wealth Alliance LLC2,614$335K0.0%-62.9%0.002%
5/14/2026 Sentinel Advisory Group LLC67,385$8.63M4.2%N/A0.047%
5/14/2026 Rockbridge Investment Management LCC2,013$258K0.0%-5.9%0.001%
5/14/2026 Compound Planning Inc.12,010$1.54M0.0%+247.4%0.008%
5/14/2026 Greenline Wealth Management LLC8,278$1.06M1.2%-24.2%0.006%
5/14/2026 MWA Asset Management14,837$1.90M1.0%+1.2%0.010%
5/14/2026 Lido Advisors LLC193,236$24.76M0.1%-5.4%0.135%
5/13/2026 Cetera Investment Advisers690,014$88.41M0.1%-3.8%0.480%
5/13/2026 Prestige Wealth Management Group LLC3,794$486K0.1%-6.7%0.003%
5/13/2026 Signature Equity Partners LLC2,554$327K0.2%+12.2%0.002%
5/13/2026 NewEdge Wealth LLC3,734$478K0.0%-59.0%0.003%
5/13/2026 Petra Financial Advisors Inc.72,101$9.24M5.7%+1.9%0.050%
5/13/2026 First Citizens Bank & Trust Co.1,534,093$196.55M3.4%-12.1%1.068%
5/13/2026 Alesco Advisors LLC An ESL Co13,015$1.67M0.0%-2.9%0.009%
5/12/2026 Marin Bay Wealth Advisors LLC2,809$360K0.1%-64.4%0.002%
5/12/2026 Phillip James Consulting Co.3,412$437K0.3%N/A0.002%
5/8/2026 Pacific Sun Financial Corp2,538$325K0.2%+5.0%0.002%
5/8/2026 PNC 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%
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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%
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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%


IWP Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,200 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 1,000 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 34,040,526 shares in the last 24 months. This purchase volume represents approximately $4.74B in transactions.

Of the 533 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), First Citizens Bank & Trust Co. ($443.53K), Bank of America Corp DE ($439.80K), TIAA Trust National Association ($424.35K), and Morgan Stanley ($416.69K).

Institutional investors have sold a total of 9,621,316 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions.


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This page (NYSEARCA:IWP) was last updated on 5/29/2026 by MarketBeat.com Staff.
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