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

$108.49
-0.14 (-0.13%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
539
Total
Institutional Inflows
(last 12 months)
$4.80B
Number of
Institutional Sellers
(last 12 months)
405
Total
Institutional Outflows
(last 12 months)
$1.52B
Get IWP Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell Mid-Cap Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
4/25/2024Cambridge Investment Research Advisors Inc.161,211$18.40M0.1%+7.2%0.118%
4/24/2024Private Trust Co. NA11,034$1.26M0.1%+4.1%0.008%
4/24/2024Leavell Investment Management Inc.5,777$659K0.0%-12.8%0.004%
4/24/2024Krilogy Financial LLC260,622$29.75M2.3%-2.1%0.191%
4/24/2024Wolff Financial Management LLC3,991$456K0.1%-2.8%0.003%
4/24/2024CENTRAL TRUST Co40,328$4.60M0.1%-0.7%0.030%
4/24/2024Berkshire Bank41,456$4.73M1.2%-2.4%0.030%
4/24/2024Pegasus Partners Ltd.70,307$8.03M0.9%+1.0%0.052%
4/24/2024HMS Capital Management LLC18,056$2.06M1.1%N/A0.013%
4/24/2024Paragon Financial Partners Inc.7,593$867K0.7%+71.3%0.006%
4/24/2024Simplicity Wealth LLC71,617$8.17M0.2%+58.8%0.053%
4/24/2024Spire Wealth Management7,921$904K0.0%+4.5%0.006%
4/24/2024Essex Financial Services Inc.14,257$1.63M0.2%+18.4%0.010%
4/23/2024 IRON Financial LLC4,196$479K0.3%-3.0%0.003%
4/23/2024 James J. Burns & Company LLC8,169$915K0.3%-27.5%0.006%
4/23/2024 Platte River Wealth Advisors LLC40,910$4.67M1.3%-3.3%0.030%
4/23/2024 Global Retirement Partners LLC15,981$1.82M0.1%-13.9%0.012%
4/23/2024 Arbor Investment Advisors LLC2,102$240K0.0%N/A0.002%
4/23/2024 Twin Peaks Wealth Advisors LLC3,089$353K0.2%+57.1%0.002%
4/23/2024 Mason & Associates Inc1,792$205K0.1%N/A0.001%
4/23/2024 Sweet Financial Partners LLC7,077$808K0.2%-7.4%0.005%
4/23/2024 WASHINGTON TRUST Co952$109K0.0%+310.3%0.001%
4/23/2024 Gradient Investments LLC404$46K0.0%-33.1%0.000%
4/23/2024 Fifth Third Bancorp227,689$25.99M0.1%-1.5%0.167%
4/23/2024 McAdam LLC50,827$5.80M0.4%-3.7%0.037%
4/23/2024 Petra Financial Advisors Inc.52,931$6.04M4.4%-0.8%0.039%
4/23/2024 Arcadia Investment Management Corp MI2,650$302K0.1%+43.2%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.650,939$74.30M0.1%-0.6%0.478%
4/22/2024 Strategic Financial Concepts LLC6,003$685K0.2%N/A0.004%
4/22/2024 Rovin Capital UT ADV3,633$415K0.2%+36.6%0.003%
4/22/2024 PFG Investments LLC2,103$240K0.0%+6.5%0.002%
4/22/2024 Rockwood Wealth Management LLC7,835$894K0.1%+3.9%0.006%
4/22/2024 Horst & Graben Wealth Management LLC19,092$2.18M0.4%-7.3%0.014%
4/22/2024 Raymond James & Associates330,649$37.74M0.0%-5.7%0.243%
4/22/2024 Edge Financial Advisors LLC2,371$271K0.2%N/A0.002%
4/19/2024 FORVIS Wealth Advisors LLC185,023$21.12M0.5%-8.8%0.136%
4/19/2024 RTD Financial Advisors Inc.295,725$33.75M4.5%+4.0%0.217%
4/19/2024 Mainsail Financial Group LLC44,514$5.08M3.5%+0.3%0.033%
4/19/2024 Financial Sense Advisors Inc.2,152$246K0.1%N/A0.002%
4/19/2024 United Capital Management of KS Inc.3,085$352K0.1%-21.5%0.002%
Will this $2 AI stock double overnight? (Ad)

It's a tiny AI company fighting for a big piece of a $20 Billion Pentagon contract. What's more, this groundbreaking firm is trading for less than $2 a share!

Click here to learn more >>>
4/19/2024 TCP Asset Management LLC1,921$219K0.1%N/A0.001%
4/19/2024 Valeo Financial Advisors LLC13,450$1.54M0.0%+1.4%0.010%
4/18/2024 Total Wealth Planning LLC5,637$643K0.1%-5.5%0.004%
4/18/2024 SeaCrest Wealth Management LLC1,865$213K0.0%-31.4%0.001%
4/18/2024 Nvest Financial LLC16,855$1.92M1.3%+59.4%0.012%
4/18/2024 Shira Ridge Wealth Management1,831$209K0.1%N/A0.001%
4/18/2024 MV Capital Management Inc.30,243$3.45M0.4%-3.4%0.022%
4/18/2024 Woodmont Investment Counsel LLC949$108K0.0%N/A0.001%
4/18/2024 Farmers & Merchants Investments Inc.90,687$10.35M0.3%-1.4%0.067%
4/18/2024 Iams Wealth Management LLC8,194$909K0.6%N/A0.006%
4/18/2024 Allspring Global Investments Holdings LLC11,990$1.37M0.0%-58.2%0.009%
4/18/2024 Dominguez Wealth Management Solutions Inc.14,173$1.62M1.3%+2.2%0.010%
4/18/2024 Park Place Capital Corp13,394$1.53M0.5%-15.5%0.010%
4/18/2024 Claro Advisors LLC26,332$3.01M0.5%-19.9%0.019%
4/18/2024 Miracle Mile Advisors LLC9,449$1.08M0.0%-18.3%0.007%
4/18/2024 Kowal Investment Group LLC1,815$207K0.0%N/A0.001%
4/18/2024 Diversified Trust Co6,362$726K0.0%+73.6%0.005%
4/18/2024 Fifth Third Securities Inc.46,824$5.34M0.5%-7.2%0.034%
4/17/2024 Trilogy Capital Inc.5,107$583K0.0%-17.1%0.004%
4/17/2024 Richardson Capital Management LLC6,119$698K0.6%N/A0.004%
4/17/2024 Founders Financial Securities LLC3,328$380K0.0%+4.6%0.002%
4/17/2024 Guidance Capital Inc.6,166$667K0.2%N/A0.005%
4/17/2024 Atticus Wealth Management LLC10,770$1.23M0.4%-2.0%0.008%
4/17/2024 Stephens Group Asset Management LLC455,737$52.02M4.8%+0.5%0.335%
4/17/2024 Grimes & Company Inc.3,016$344K0.0%-5.3%0.002%
4/16/2024 Trifecta Capital Advisors LLC1,146$131K0.0%N/A0.001%
4/16/2024 Occidental Asset Management LLC90,322$10.31M1.9%+1.6%0.066%
4/16/2024 Independence Bank of Kentucky1,901$217K0.1%+64.4%0.001%
4/16/2024 Stillwater Capital Advisors LLC21,864$2.50M0.4%-1.6%0.016%
4/16/2024 Tsfg LLC14,249$1.63M0.4%-28.1%0.010%
4/16/2024 Atlantic Union Bankshares Corp16,964$1.94M0.2%-5.2%0.012%
4/16/2024 LongView Wealth Management1,792$205K0.1%N/A0.001%
4/16/2024 Courier Capital LLC34,604$3.95M0.3%-1.0%0.025%
4/16/2024 Powell Investment Advisors LLC47,002$5.37M2.8%-2.7%0.035%
4/16/2024 Investment Partners LTD.41,721$4.76M2.2%+0.3%0.031%
4/16/2024 Wealth Enhancement Advisory Services LLC106,663$12.18M0.0%+1.2%0.078%
4/15/2024 Signet Financial Management LLC3,423$391K0.1%-7.3%0.003%
4/15/2024 Orgel Wealth Management LLC2,837$324K0.0%-12.1%0.002%
4/15/2024 Wealthcare Advisory Partners LLC6,898$787K0.0%-8.0%0.005%
4/15/2024 Corundum Group Inc.58,144$6.64M3.2%+0.2%0.043%
4/15/2024 Affiance Financial LLC7,222$824K0.2%-7.5%0.005%
4/15/2024 Revolve Wealth Partners LLC7,375$842K0.1%+2.6%0.005%
4/15/2024 Brookstone Capital Management15,332$1.75M0.0%+24.7%0.011%
4/15/2024 Elevated Capital Advisors LLC3,551$405K0.1%-89.8%0.003%
4/15/2024 Flagstar Advisors Inc.4,308$492K0.1%-6.7%0.003%
4/15/2024 Windsor Capital Management LLC1,856$212K0.1%N/A0.001%
4/15/2024 Mcdonald Partners LLC2,200$251K0.1%-6.7%0.002%
4/15/2024 Henrickson Nauta Wealth Advisors Inc.1,902$212K0.1%N/A0.001%
4/15/2024 Sound Income Strategies LLC816$93K0.0%+23.1%0.001%
4/13/2024 Von Berge Wealth Management Group LLC1,800$205K0.1%N/A0.001%
Will this $2 AI stock double overnight? (Ad)

It's a tiny AI company fighting for a big piece of a $20 Billion Pentagon contract. What's more, this groundbreaking firm is trading for less than $2 a share!

Click here to learn more >>>
4/13/2024 Retirement Planning Group LLC1,857$212K0.0%N/A0.001%
4/12/2024 Mechanics Bank Trust Department106,133$12.11M1.8%-5.1%0.078%
4/12/2024 Annex Advisory Services LLC3,540$404K0.0%N/A0.003%
4/12/2024 McNaughton Wealth Management LLC1,761$201K0.1%N/A0.001%
4/12/2024 Whitaker Myers Wealth Managers LTD.71,414$8.15M3.4%+13.7%0.052%
4/12/2024 Harbor Investment Advisory LLC18,669$2.13M0.2%+12.0%0.014%
4/12/2024 Global Assets Advisory LLC37,545$4.29M0.0%N/A0.028%
4/12/2024 AdvisorNet Financial Inc28,320$3.23M0.3%+2.2%0.021%
4/12/2024 Global Trust Asset Management LLC19,172$2.19M0.9%+2.2%0.014%
4/12/2024 Northwest Investment Counselors LLC792$90K0.0%N/A0.001%
(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, 956 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Growth ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($233.39B), TIAA Trust National Association ($1.15B), TIAA FSB ($1.09B), Morgan Stanley ($997.33M), Wells Fargo & Company MN ($588.37M), Bank of America Corp DE ($560.99M), and Jones Financial Companies Lllp ($409.31M).Learn more on IWP's institutional investors.

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

Of the 790 institutional investors that purchased iShares Russell Mid-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($22.57M), TIAA Trust National Association ($11.09M), Envestnet Asset Management Inc. ($3.43M), First Citizens Bank & Trust Co. ($2.76M), Cassaday & Co Wealth Management LLC ($2.01M), Wellington Management Group LLP ($1.93M), and Envestnet Portfolio Solutions Inc. ($1.25M).

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

Institutional investors have bought a total of 69,534,831 shares in the last 24 months. This purchase volume represents approximately $6.40B in transactions.

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

Of the 586 institutional investors that sold iShares Russell Mid-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($3.75M), Bank of America Corp DE ($2.68M), TIAA FSB ($2.63M), First Citizens Bank & Trust Co. ($2.06M), Wells Fargo & Company MN ($1.68M), JPMorgan Chase & Co. ($1.48M), and American Family Insurance Mutual Holding Co ($1.44M).

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

Institutional investors have sold a total of 31,823,209 shares in the last 24 months. This volume of shares sold represents approximately $2.91B in transactions.


This page (NYSEARCA:IWP) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners