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

iShares Russell Mid-Cap Growth ETF logo
$137.51 -1.49 (-1.07%)
Closing price 04:10 PM Eastern
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$137.57 +0.06 (+0.04%)
As of 04:39 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)
642
Total
Institutional Inflows
(last 12 months)
$4.49B
Number of
Institutional Sellers
(last 12 months)
499
Total
Institutional Outflows
(last 12 months)
$1.56B
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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
7/11/2025Annex Advisory Services LLC6,215$862K0.0%+57.3%0.004%
7/11/2025Prosperity Planning Inc.2,450$340K0.1%-3.1%0.002%
7/11/2025Bond & Devick Financial Network Inc.1,560$216K0.1%N/A0.001%
7/11/2025Farther 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%
7/11/2025Financial Advisory Corp757,092$104.99M16.1%+2.9%0.541%
7/11/2025Thomasville National Bank11,755$1.63M0.1%-8.9%0.008%
7/11/2025LongView Wealth Management3,223$447K0.1%+11.1%0.002%
7/11/2025Diversified Trust Co5,283$733K0.0%-6.6%0.004%
7/11/2025Luts & Greenleigh Group Inc.11,395$1.58M1.5%+2.8%0.008%
7/11/2025Kingstone 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%
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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%
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%
7/1/2025 Harbor Investment Advisory LLC34,362$4.77M0.4%+86.2%0.022%
6/18/2025Voya Investment Management LLC68,843$8.09M0.0%+543.0%0.050%
6/17/2025Howe & Rusling Inc.2,118$249K0.0%+292.2%0.002%
5/29/2025 Nova Wealth Management Inc.919$108K0.1%+333.5%0.001%
5/29/2025Rhumbline Advisers3,185$374K0.0%+36.1%0.002%
5/28/2025Jones Financial Companies Lllp4,861,523$571.86M0.5%+7.1%3.501%
5/27/2025Advisors Capital Management LLC14,063$1.65M0.0%+3.9%0.010%
5/21/2025McAdam LLC44,116$5.18M0.3%-15.5%0.032%
5/20/2025Belpointe Asset Management LLC10,531$1.24M0.1%+61.9%0.008%
5/20/2025Fortis Capital Advisors LLC7,160$841K0.2%N/A0.005%
5/20/2025Focus Partners Wealth439,533$51.64M0.1%+0.8%0.314%
5/20/2025Strive Asset Management LLC14,934$1.76M1.2%-15.4%0.011%
5/20/2025Integrity Alliance LLC.8,183$961K0.0%N/A0.006%
5/20/2025Glenview Trust co23,844$2.80M0.1%-4.8%0.017%
5/19/2025SCS Capital Management LLC1,765$207K0.0%N/A0.001%
5/17/2025Standard Family Office LLC3,300$388K0.5%-42.9%0.002%
5/16/2025American Trust8,493$998K0.2%-56.8%0.006%
5/16/2025Northeast Financial Consultants Inc6,731$791K0.0%+6.3%0.005%
5/16/2025Ashton Thomas Private Wealth LLC7,235$850K0.0%+4.7%0.005%
5/16/2025Goldman Sachs Group Inc.421,168$49.48M0.0%-23.1%0.264%
5/16/2025Kestra Investment Management LLC1,553$182K0.0%+10,253.3%0.001%
5/16/2025Jones Financial Companies Lllp4,707,054$552.95M0.5%+3.7%3.361%
5/16/2025Tolleson Wealth Management Inc.26,836$3.15M0.6%-5.6%0.019%
5/16/2025 Rise Advisors LLC780$92K0.0%N/A0.001%
5/16/2025Plancorp LLC4,762$559K0.0%+161.6%0.003%
5/16/2025NewEdge Advisors LLC63,441$7.45M0.0%-4.8%0.045%
5/16/2025Integrated Wealth Concepts LLC23,523$2.76M0.0%-5.6%0.017%
5/16/2025Investmark Advisory Group LLC5,821$684K0.3%+1.5%0.004%
5/16/2025Greenline Partners LLC24,974$2.93M0.4%+35,577.1%0.018%
5/16/2025Hancock Whitney Corp4,100$482K0.0%+44.1%0.003%
5/16/2025Curi RMB Capital LLC111,913$13.15M0.3%-6.5%0.080%
5/16/2025AQR Capital Management LLC2,868$337K0.0%+59.9%0.002%
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5/16/2025AlTi Global Inc.10,624$1.25M0.0%-4.4%0.008%
5/16/2025American Family Investments Inc.581,294$68.30M4.7%+5.8%0.415%
5/16/2025Ancora Advisors LLC10,474$1.23M0.0%-18.1%0.007%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.44,644$5.25M0.8%+4.8%0.032%
5/15/2025EP Wealth Advisors LLC316,353$37.17M0.3%+126.3%0.226%
5/15/2025Capital Investment Counsel LLC21,954$2.58M0.4%-2.2%0.016%
5/15/2025Focus Partners Advisor Solutions LLC51,506$6.05M0.1%-1.7%0.037%
5/15/2025Flputnam Investment Management Co.4,779$561K0.0%+10.3%0.003%
5/15/2025Royal Bank of Canada666,801$78.34M0.0%-18.8%0.476%
5/15/2025MAI Capital Management123,079$14.46M0.1%-0.2%0.088%
(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, 1,095 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 892 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 34,890,170 shares in the last 24 months. This purchase volume represents approximately $4.49B in transactions.

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

Of the 499 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), GLOBALT Investments LLC GA ($487.05K), Commonwealth Equity Services LLC ($417.84K), Summit Rock Advisors LP ($289.67K), Zions Bancorporation N.A. ($285.49K), and International Assets Investment Management LLC ($218.75K).

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

Institutional investors have sold a total of 13,586,246 shares in the last 24 months. This volume of shares sold represents approximately $1.56B in transactions.



This page (NYSEARCA:IWP) was last updated on 7/11/2025 by MarketBeat.com Staff
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