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

iShares Russell Mid-Cap Growth ETF logo
$142.96 0.00 (0.00%)
As of 07/2/2026 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)
723
Total
Institutional Inflows
(last 12 months)
$4.73B
Number of
Institutional Sellers
(last 12 months)
536
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
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%
6/11/2026Three Bearings Fiduciary Advisors Inc.56,759$7.27M7.0%+4.0%0.040%
6/10/2026FAS Wealth Partners Inc.11,044$1.42M0.1%-0.9%0.008%
6/9/2026Rathbones Group PLC18,555$2.38M0.0%+2.8%0.013%
6/3/2026CoreFirst Bank & Trust305$39K0.0%-78.2%0.000%
6/3/2026Parallel 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%
6/1/2026Foguth 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%
5/20/2026SOA 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%
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%
5/19/2026Ashton 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%
5/15/2026Gateway Wealth Partners LLC5,784$741K0.0%+100.3%0.004%
5/15/2026Bradley Foster & Sargent Inc. CT13,519$1.73M0.0%-2.4%0.009%
5/15/2026Matrix Private Capital Group LLC1,704$218K0.1%N/A0.001%
5/15/2026Waverly Advisors LLC173,669$22.25M0.2%-1.4%0.121%
5/15/2026Wealth Alliance LLC2,614$335K0.0%-62.9%0.002%
5/14/2026Sentinel Advisory Group LLC67,385$8.63M4.2%N/A0.047%
5/14/2026Rockbridge Investment Management LCC2,013$258K0.0%-5.9%0.001%
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5/14/2026Compound Planning Inc.12,010$1.54M0.0%+247.4%0.008%
5/14/2026Greenline Wealth Management LLC8,278$1.06M1.2%-24.2%0.006%
5/14/2026MWA Asset Management14,837$1.90M1.0%+1.2%0.010%
5/14/2026Lido Advisors LLC193,236$24.76M0.1%-5.4%0.135%
5/13/2026Cetera Investment Advisers690,014$88.41M0.1%-3.8%0.480%
5/13/2026Prestige Wealth Management Group LLC3,794$486K0.1%-6.7%0.003%
5/13/2026Signature Equity Partners LLC2,554$327K0.2%+12.2%0.002%
5/13/2026NewEdge Wealth LLC3,734$478K0.0%-59.0%0.003%
5/13/2026Petra Financial Advisors Inc.72,101$9.24M5.7%+1.9%0.050%
5/13/2026First Citizens Bank & Trust Co.1,534,093$196.55M3.4%-12.1%1.068%
5/13/2026Alesco Advisors LLC An ESL Co13,015$1.67M0.0%-2.9%0.009%
5/12/2026Marin Bay Wealth Advisors LLC2,809$360K0.1%-64.4%0.002%
5/12/2026Phillip James Consulting Co.3,412$437K0.3%N/A0.002%
5/8/2026Pacific Sun Financial Corp2,538$325K0.2%+5.0%0.002%
5/8/2026PNC Financial Services Group Inc.2,434,200$311.87M0.2%-1.0%1.695%
5/8/2026Cassaday & Co Wealth Management LLC2,184,734$279.91M6.0%+1.9%1.521%
5/8/2026JMG Financial Group Ltd.114,619$14.69M0.4%+1.0%0.080%
5/8/2026MWA Asset Management14,838$1.90M1.0%+1.2%0.010%
5/8/2026Johnson Financial Group Inc.37,298$4.78M0.2%-19.7%0.026%
5/7/2026Hollencrest Capital Management1,812$232K0.0%-6.0%0.001%
5/7/2026Scarborough Advisors LLC852$109K0.0%N/A0.001%
5/7/2026Parallel Advisors LLC20,108$2.58M0.0%-1.4%0.014%
5/7/2026Ironwood Investment Counsel LLC2,575$330K0.0%-20.3%0.002%
5/7/2026Decker Wealth Management LLC5,452$699K0.2%N/A0.004%
5/7/2026Greenwood Gearhart LLC6,272$804K0.0%N/A0.004%
5/7/2026Next Capital Management LLC11,643$1.49M0.5%+26.0%0.008%
5/6/2026Bartlett & CO. Wealth Management LLC104,619$14.27M0.2%-3.5%0.073%
5/6/2026Centennial Bank AR 1,134$145K0.1%-39.8%0.001%
5/6/2026Cornerstone Planning Group LLC5,485$754K0.1%+1,436.4%0.004%
5/6/2026Gryphon Financial Partners LLC7,509$962K0.1%+9.9%0.005%
5/6/2026Modera Wealth Management LLC51,091$6.55M0.1%-2.5%0.036%
5/6/2026Assetmark Inc.11,808$1.51M0.0%+43.7%0.008%
5/6/2026Allspring Global Investments Holdings LLC22,090$2.85M0.0%-30.7%0.015%
5/6/2026One Day In July LLC10,842$1.39M0.1%+1.9%0.008%
5/6/2026Independent Financial Group LLC10,843$1.39M0.0%N/A0.008%
5/6/2026Prosperity Consulting Group LLC80,728$10.34M0.5%+5.7%0.056%
5/5/2026Wealthfront Advisers LLC19,018$2.44M0.0%+7.7%0.013%
5/5/2026D.A. Davidson & CO.12,241$1.57M0.0%-1.7%0.009%
5/5/2026Navigation Group LLC13,414$1.72M0.4%N/A0.009%
5/5/2026Bank of New York Mellon Corp120,394$15.43M0.0%+3.2%0.084%
5/5/2026SouthState Bank Corp4,684$600K0.0%-2.1%0.003%
5/5/2026Luts & Greenleigh Group Inc.11,762$1.51M1.2%+4.3%0.008%
5/5/2026Sanctuary Advisors LLC98,811$12.66M0.1%-6.0%0.069%
5/5/2026BlueChip Wealth Advisors LLC3,812$488K0.2%+2.4%0.003%
5/5/2026Sigma Planning Corp43,004$5.51M0.2%+5.0%0.030%
5/5/20261ST Source Bank8,184$1.05M0.1%-38.5%0.006%
5/5/2026Avantax Planning Partners Inc.111,789$14.32M0.4%-2.3%0.078%
5/4/2026AMG National Trust Bank337,497$43.24M0.9%+4.7%0.235%
5/4/2026Retirement Planning Group LLC2,234$286K0.0%+18.3%0.002%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,935$248K0.0%N/A0.001%
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5/4/2026Bryn Mawr Trust Advisors LLC14,812$1.90M0.1%+190.4%0.010%
5/4/2026Bleakley Financial Group LLC16,447$2.11M0.0%-29.6%0.011%
5/4/2026NWF Advisory Services Inc.3,418$438K0.0%+6.6%0.002%
5/4/2026Nadler Financial Group Inc.14,414$1.85M0.2%-17.1%0.010%
5/4/2026Bedel Financial Consulting Inc.7,189$921K0.1%-2.7%0.005%
5/4/2026Chicago Partners Investment Group LLC12,446$1.70M0.0%+1.0%0.009%
5/4/2026IFC Advisors LLC12,900$1.65M0.2%-9.0%0.009%
5/4/2026Uptick Partners LLC4,595$589K0.1%-8.8%0.003%
5/4/2026Procyon Advisors LLC36,601$4.69M0.1%+152.3%0.025%
5/2/2026Pacific Life Fund Advisors LLC606,847$77.75M8.9%-7.0%0.422%


IWP Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,201 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 1,003 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 33,976,870 shares in the last 24 months. This purchase volume represents approximately $4.73B in transactions.

Of the 536 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 9,641,870 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 7/4/2026 by MarketBeat.com Staff.
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