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

$137.50 -0.42 (-0.30%)

Closing price 04:10 PM Eastern

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$137.50 0.00 (0.00%)

As of 04:25 PM Eastern

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Current Institutional Ownership Percentage: 74.49%
Number of Institutional Buyers (last 12 months): 624
Total Institutional Inflows (last 12 months): $2.54B

Number of Institutional Sellers (last 12 months): 458
Total Institutional Outflows (last 12 months): $835.61M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/28/2026	Cornerstone Financial Management LLC	11,444	$1.68M	1.3%	+3.2%	0.008%
8/27/2026	Corient Private Wealth LP	163,106	$23.88M	0.0%	+17.3%	0.113%
8/26/2026	HighTower Advisors LLC	245,402	$35.93M	0.0%	+1.1%	0.170%
8/25/2026	Financial Insights Inc.	3,522	$516K	0.1%	-10.2%	0.002%
8/23/2026	Ameritas Advisory Services LLC	20,692	$3.03M	0.1%	+67.1%	0.014%
8/23/2026	Kintra Wealth LLC	40,475	$5.95M	0.3%	+19.3%	0.028%
8/23/2026	Widmann Financial Services Inc.	35,390	$5.18M	2.8%	+2.9%	0.025%
8/23/2026	Operose Advisors LLC	800	$117K	0.0%	+61.3%	0.001%
8/23/2026	HB Wealth Management LLC	10,595	$1.55M	0.0%	+8.4%	0.007%
8/23/2026	Northeast Planning Associates INC. NH	15,859	$2.17M	1.6%	+12.4%	0.011%
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8/23/2026	Nvest Financial LLC	16,869	$2.47M	0.8%	+2.5%	0.012%
8/23/2026	Angeles Wealth Management LLC	1,296	$190K	0.0%	N/A	0.001%
8/22/2026	Valued Retirements Inc.	5,939	$870K	0.8%	-24.0%	0.004%
8/22/2026	LifePlan Investment Advisors Inc.	3,086	$452K	0.2%	+2.9%	0.002%
8/22/2026	NWF Advisory Services Inc.	3,347	$490K	0.0%	-2.1%	0.002%
8/22/2026	Concurrent Investment Advisors LLC	36,895	$5.40M	0.0%	+112.2%	0.026%
8/21/2026	Lowery Thomas LLC	21,378	$3.13M	1.5%	-0.4%	0.015%
8/21/2026	Rodgers & Associates LTD	435,416	$63.75M	4.8%	+1.0%	0.302%
8/21/2026	Round Rock Advisors LLC	5,905	$865K	0.1%	-4.0%	0.004%
8/21/2026	XML Financial LLC	83,381	$12.21M	0.9%	+1.0%	0.058%
8/21/2026	Symphony Financial Ltd. Co.	1,472	$213K	0.0%	N/A	0.001%
8/21/2026	Independence Bank of Kentucky	2,509	$367K	0.0%	-3.4%	0.002%
8/21/2026	Bedel Financial Consulting Inc.	7,276	$1.07M	0.1%	+1.2%	0.005%
8/20/2026	Nwam LLC	15,262	$2.24M	0.1%	-7.7%	0.011%
8/20/2026	Renasant Bank	4,452	$652K	0.4%	-6.5%	0.003%
8/20/2026	Rehmann Capital Advisory Group	7,771	$1.14M	0.0%	-44.9%	0.005%
8/20/2026	Orgel Wealth Management LLC	3,471	$508K	0.0%	+10.1%	0.002%
8/20/2026	Rothschild Capital Partners LLC	2,942	$431K	0.1%	+43.1%	0.002%
8/20/2026	Ancora Advisors LLC	8,868	$1.30M	0.0%	-18.5%	0.006%
8/20/2026	Sigma Planning Corp	43,508	$6.37M	0.2%	+1.2%	0.030%
8/20/2026	Two Sigma Securities LLC	5,411	$792K	0.1%	+209.2%	0.004%
8/20/2026	Flputnam Investment Management Co.	13,037	$1.90M	0.0%	+271.2%	0.009%
8/20/2026	Northwestern Mutual Wealth Management Co.	1,486,576	$217.65M	0.1%	+5.0%	1.033%
8/20/2026	Greenleaf Trust	7,048	$1.03M	0.0%	+20.4%	0.005%
8/19/2026	Capital Advisors Inc. OK	2,552	$374K	0.0%	-8.7%	0.002%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	50,156	$7.34M	0.0%	-6.1%	0.035%
8/19/2026	Washington Trust Bank	166,435	$24.37M	1.7%	-4.9%	0.116%
8/19/2026	Hsbc Holdings PLC	175,551	$25.70M	0.0%	+1.2%	0.122%
8/19/2026	Field & Main Bank	55,869	$8.18M	1.3%	N/A	0.039%
8/19/2026	Wellington Management Group LLP	370,317	$54.22M	0.0%	N/A	0.257%
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8/15/2026	First Bancorp Inc ME	1,433	$210K	0.1%	N/A	0.001%
8/13/2026	Capital Square LLC	5,001	$713K	0.3%	N/A	0.003%
8/12/2026	Compass Financial Management LLC	629	$90K	0.0%	N/A	0.000%
8/8/2026	Wealthfront Advisers LLC	18,297	$2.68M	0.0%	-3.8%	0.013%
8/8/2026	First National Bank of Omaha	38,207	$5.55M	0.2%	-4.3%	0.027%
8/7/2026	BlackRock Inc.	15,687	$2.30M	0.0%	-51.6%	0.011%
8/7/2026	Occidental Asset Management LLC	80,054	$11.72M	1.2%	-0.9%	0.056%
8/7/2026	Perigon Wealth Management LLC	3,623	$530K	0.0%	-9.6%	0.003%
8/7/2026	OneDigital Investment Advisors LLC	9,970	$1.46M	0.0%	-6.7%	0.007%
8/7/2026	AMG National Trust Bank	340,414	$49.84M	1.0%	+0.9%	0.236%
8/7/2026	Roman Butler Fullerton & Co.	1,643	$231K	0.1%	-8.6%	0.001%
8/7/2026	Simplicity Wealth LLC	20,535	$3.01M	0.1%	+17.1%	0.014%
8/6/2026	Global Retirement Partners LLC	23,444	$3.43M	0.1%	N/A	0.016%
8/6/2026	1ST Source Bank	7,979	$1.17M	0.1%	-2.5%	0.006%
8/6/2026	Geneva Capital Management LLC	20,221	$2.96M	0.1%	-13.4%	0.014%
8/6/2026	Focus Partners Advisor Solutions LLC	43,870	$6.42M	0.1%	+2.9%	0.030%
8/6/2026	Meridian Wealth Management LLC	21,889	$3.21M	0.1%	+2.9%	0.015%
8/6/2026	Mosaic Family Wealth Partners LLC	4,286	$628K	0.0%	-3.4%	0.003%
8/6/2026	Capital Analysts LLC	1,881	$276K	0.0%	-36.4%	0.001%
8/5/2026	AlTi Global Inc.	9,340	$1.37M	0.0%	-1.1%	0.006%
8/5/2026	HighTower Advisors LLC	245,402	$35.93M	0.0%	+1.1%	0.170%
8/5/2026	BLB&B Advisors LLC	8,028	$1.18M	0.0%	-29.3%	0.006%
8/5/2026	Weinberger Asset Management Inc	43,606	$5.98M	1.9%	+13.9%	0.030%
8/5/2026	Janney Montgomery Scott LLC	67,739	$9.92M	0.0%	-7.4%	0.047%
8/5/2026	Fifth Third Bancorp	491,388	$71.94M	0.1%	-3.8%	0.341%
8/5/2026	White Lighthouse Investment Management Inc.	2,704	$396K	0.0%	+5.7%	0.002%
8/5/2026	Cascade Financial Partners LLC	3,123	$457K	0.0%	+21.0%	0.002%
8/5/2026	Investment Partners LTD.	44,284	$6.48M	2.0%	+2.8%	0.031%
8/5/2026	McAdam LLC	35,997	$5.27M	0.2%	-25.8%	0.025%
8/4/2026	Flagship Private Wealth LLC	4,893	$716K	0.3%	-9.0%	0.003%
8/4/2026	Choreo LLC	24,326	$3.56M	0.0%	-5.1%	0.017%
8/3/2026	BIP Wealth LLC	5,622	$823K	0.0%	N/A	0.004%
8/3/2026	Bryn Mawr Trust Advisors LLC	21,936	$3.21M	0.1%	+48.1%	0.015%
8/3/2026	Oppenheimer & Co. Inc.	187,930	$27.52M	0.3%	-6.2%	0.131%
7/16/2026	Processus Wealth & Capital Management LLC	36,042	$5.28M	1.8%	+3.4%	0.025%
7/10/2026	Annex Advisory Services LLC	6,696	$980K	0.0%	+1.4%	0.005%
7/10/2026	Processus Wealth & Capital Management LLC	36,042	$5.28M	3.1%	+3.4%	0.025%
7/10/2026	Heck Capital Advisors LLC	90,654	$13.27M	0.8%	-1.9%	0.062%
7/10/2026	Taylor & Morgan Wealth Management LLC	9,537	$1.40M	0.7%	-6.9%	0.007%
7/10/2026	GenWealth Group Inc.	208,254	$30.49M	4.8%	N/A	0.142%
7/10/2026	Diversified Management Inc.	124,322	$18.20M	3.9%	+1.0%	0.085%
7/10/2026	City Holding Co.	3,704	$542K	0.1%	+2.9%	0.003%
7/10/2026	Prosperity Planning Inc.	2,184	$320K	0.1%	-7.5%	0.001%
7/10/2026	KMG Fiduciary Partners LLC	25,255	$3.70M	0.3%	-61.2%	0.017%
7/10/2026	Wealthcare Advisory Partners LLC	9,719	$1.42M	0.0%	-13.5%	0.007%
7/9/2026	Revolve Wealth Partners LLC	6,856	$1.00M	0.1%	-2.6%	0.005%
7/9/2026	Financial Advisory Corp	743,948	$108.92M	14.4%	-5.0%	0.508%
7/9/2026	LWM Advisors Inc.	31,550	$4.62M	3.4%	+1.8%	0.022%
7/9/2026	Friday Financial	13,546	$1.92M	0.5%	+20.0%	0.009%
7/9/2026	Contravisory Investment Management Inc.	4,339	$635K	0.1%	-3.7%	0.003%
Here’s the stock symbol I’ve promised (Ad) Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required. Get the stock name and ticker symbol free of charge today
7/9/2026	Atlas Brown Inc.	32,484	$4.76M	1.3%	-1.3%	0.022%
7/9/2026	Focus Financial Network Inc.	1,786	$262K	0.0%	-47.2%	0.001%
7/9/2026	Vertrix Wealth Management LLC	9,557	$1.40M	0.5%	-7.2%	0.007%
7/9/2026	Allied Private Wealth LLC	226	$32K	0.0%	N/A	0.000%
7/9/2026	Whitaker Myers Wealth Managers LTD.	154,430	$22.61M	3.8%	+7.8%	0.105%
7/9/2026	Sax Wealth Advisors LLC	9,238	$1.35M	0.1%	-4.9%	0.006%
7/9/2026	Hennion & Walsh Asset Management Inc.	1,492	$218K	0.0%	N/A	0.001%
7/9/2026	Valeo Financial Advisors LLC	14,972	$2.19M	0.0%	+5.7%	0.010%
7/8/2026	Beacon Bank & Trust	32,928	$4.82M	0.9%	-1.6%	0.022%
7/8/2026	Cooper Financial Group	16,663	$2.44M	0.2%	+16.8%	0.011%

IWP Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,185 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 978 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. ($3.78M), Raymond James Financial Inc. ($1.21M), BNP Paribas Financial Markets ($1.06M), Wellington Management Group LLP ($1.06M), and Jones Financial Companies Lllp ($972.47K).

Institutional investors have bought a total of 18,091,660 shares in the last 24 months. This purchase volume represents approximately $2.54B in transactions.

Of the 458 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), Bank of America Corp DE ($439.80K), Morgan Stanley ($416.69K), M&T Bank Corp ($317.93K), First Citizens Bank & Trust Co. ($211.54K), Commonwealth Equity Services LLC ($198.13K), and TIAA Trust National Association ($171.51K).

Institutional investors have sold a total of 6,065,489 shares in the last 24 months. This volume of shares sold represents approximately $835.61M 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 8/28/2026. New 13F filings are added each quarter as they're published.

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

IWP Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap Growth ETF Major Shareholders & Ownership History

IWP Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

IWP Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap Growth ETF Major Shareholders & Ownership History

IWP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWP shares?

What percentage of iShares Russell Mid-Cap Growth ETF's stock is owned by institutional investors?

Which institutional investors have been buying iShares Russell Mid-Cap Growth ETF's stock?

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

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

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

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