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

iShares Russell Mid-Cap Growth ETF logo
$137.51 +1.10 (+0.81%)
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)
741
Total
Institutional Inflows
(last 12 months)
$5.15B
Number of
Institutional Sellers
(last 12 months)
555
Total
Institutional Outflows
(last 12 months)
$1.50B
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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
5/5/2026Bank 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%
5/5/2026 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%
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%
4/30/2026 Kestra Advisory Services LLC197,442$25.30M0.1%+4.3%0.138%
4/30/2026 Beam Wealth Advisors Inc.26,842$3.44M0.9%+21.9%0.019%
4/30/2026 Your Advocates Ltd. LLP267$34K0.0%+2,866.7%0.000%
4/30/2026 Cahaba Wealth Management Inc.7,257$930K0.1%-1.8%0.005%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA21,236$2.72M0.7%+30.7%0.015%
4/29/2026 Lmcg Investments LLC6,016$771K0.0%-17.3%0.004%
4/29/2026 American Wealth Advisors LLC12,983$1.66M1.7%-3.6%0.009%
4/29/2026 Saxon Interests Inc.6,008$770K0.3%-46.6%0.004%
4/29/2026 Marino Stram & Associates LLC1,573$202K0.0%N/A0.001%
4/29/2026 Duncker Streett & Co. Inc.1,392$178K0.0%-8.6%0.001%
4/29/2026 Renasant Bank4,761$610K0.4%-24.6%0.003%
4/29/2026 Orin Green Financial LLC8,767$1.12M0.5%+0.9%0.006%
4/29/2026 Clearwave Capital LLC6,686$857K0.6%+2.5%0.005%
4/29/2026 Horst & Graben Wealth Management LLC16,599$2.26M0.3%+1.1%0.012%
4/29/2026 Clare Market Investments LLC1,564$200K0.0%N/A0.001%
4/29/2026 Beacon Bank & Trust33,469$4.29M0.9%-2.1%0.023%
4/28/2026 Nvest Financial LLC16,456$2.11M0.8%+2.7%0.011%
4/28/2026 Bogart Wealth LLC2,683$344K0.0%+30.9%0.002%
4/28/2026 Ascentis Independent Advisors29,877$3.83M0.3%+77.0%0.021%
4/28/2026 Stephens Inc. AR523,361$67.07M0.8%-4.8%0.365%
4/28/2026 B.O.S.S. Retirement Advisors LLC5,239$671K0.2%+133.2%0.004%
4/28/2026 NBT Bank N A NY5,545$710K0.0%+2.5%0.004%
4/28/2026 Howe & Rusling Inc.748$96K0.0%-67.8%0.001%
4/28/2026 Whitegate Investment Counselors Inc.78,872$10.11M3.2%-0.2%0.055%
4/28/2026 QRG Capital Management Inc.7,420$951K0.0%+42.9%0.005%
4/27/2026 Oxbow Advisors LLC1,907$244K0.0%-36.6%0.001%
4/27/2026 Arcadia Wealth Management LLC32,699$4.19M1.5%+9.9%0.023%
4/27/2026 IRON Financial LLC3,114$399K0.2%-2.3%0.002%
4/27/2026 PFG Investments LLC3,520$451K0.0%+4.8%0.002%
4/27/2026 Baer Investment Advisory LLC9,398$1.20M0.1%N/A0.007%
4/27/2026 USAdvisors Wealth Management LLC45,474$5.62M1.9%+38.3%0.032%
4/27/2026 Private Advisor Group LLC123,871$15.87M0.1%-7.4%0.086%
4/27/2026 Y Intercept Hong Kong Ltd4,346$557K0.0%N/A0.003%
4/25/2026 Patten Group Inc.1,822$233K0.0%-18.7%0.001%
4/25/2026 Livet Wealth LLC2,600$333K0.2%-51.2%0.002%
4/25/2026 Keybank National Association OH172,144$22.06M0.1%+0.3%0.120%
4/25/2026 Stevens Capital Partners60,109$7.70M1.9%+1.9%0.042%
4/25/2026 rebel Financial LLC43,760$5.61M2.4%+7.2%0.030%
4/25/2026 Vision Capital Management Inc.30,582$3.92M0.5%-0.6%0.021%
4/24/2026 Essex Financial Services Inc.27,481$3.52M0.2%+1.0%0.019%
4/24/2026 Fulton Bank N.A.8,446$1.08M0.0%+13.1%0.006%
4/24/2026 Vertrix Wealth Management LLC10,293$1.32M0.5%N/A0.007%
4/24/2026 Wealth Care LLC2,620$336K0.3%N/A0.002%
4/24/2026 Harbor Investment Advisory LLC35,598$4.56M0.4%+1.0%0.025%
4/23/2026 Powell Investment Advisors LLC52,210$6.69M2.3%+1.1%0.036%
4/23/2026 Capital Investment Counsel LLC2,482$318K0.0%-89.4%0.002%
4/23/2026 Forum Financial Management LP2,256$289K0.0%+33.4%0.002%
4/23/2026 Networth Advisors LLC599$77K0.1%+22.2%0.000%
4/23/2026 Apollon Wealth Management LLC8,241$1.06M0.0%-21.4%0.006%
4/22/2026 Princeton Global Asset Management LLC6,423$823K0.1%-1.8%0.004%
4/22/2026 Janney Montgomery Scott LLC73,153$9.37M0.0%-6.9%0.051%
4/22/2026 Cornerstone Wealth Group LLC2,025$278K0.0%N/A0.001%
4/22/2026 Hofer & Associates. Inc31,884$4.09M2.2%+2.4%0.022%
4/22/2026 Trilogy Capital Inc.2,718$348K0.0%-3.3%0.002%
4/22/2026 Realta Investment Advisors3,030$388K0.1%-15.7%0.002%
4/22/2026 Sterling Capital Management LLC75,462$9.67M0.2%+10.6%0.053%
4/22/2026 FWG Investments LLC.3,106$398K0.3%+21.1%0.002%
4/22/2026 Tassel Capital Management Inc.2,547$326K0.2%-14.4%0.002%
4/21/2026 Maridea Wealth Management LLC1,600$205K0.0%-8.6%0.001%
4/21/2026 Laurel Oak Wealth Management LLC14,286$1.83M0.3%-36.1%0.010%
4/21/2026 GHP Investment Advisors Inc.57,606$7.38M0.3%-1.1%0.040%


IWP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWP shares?

During the previous two years, 1,204 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 ($878.72M), 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.

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 1,005 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).

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

Institutional investors have bought a total of 37,531,884 shares in the last 24 months. This purchase volume represents approximately $5.15B in transactions.

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

Of the 552 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), TIAA Trust National Association ($972.09K), Truist Financial Corp ($584.13K), BNP Paribas Financial Markets ($457.26K), GLOBALT Investments LLC GA ($450.76K), Bank of America Corp DE ($439.80K), and Morgan Stanley ($416.69K).

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

Institutional investors have sold a total of 11,104,502 shares in the last 24 months. This volume of shares sold represents approximately $1.50B in transactions.


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