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

iShares Russell Mid-Cap Growth ETF logo
$137.57 -0.22 (-0.16%)
As of 01:12 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
623
Total
Institutional Inflows
(last 12 months)
$2.55B
Number of
Institutional Sellers
(last 12 months)
461
Total
Institutional Outflows
(last 12 months)
$886.45M
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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
9/23/2026QRG Capital Management Inc.7,907$1.16M0.0%+6.6%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.1,352,671$198.05M0.9%-17.9%0.963%
9/23/2026Envestnet Asset Management Inc.5,866,456$858.91M0.1%+1.6%4.175%
9/9/2026Sequoia Financial Advisors LLC21,867$3.20M0.0%+3.7%0.015%
9/9/2026LBJ Family Wealth Advisors Ltd.130,287$18.85M9.6%-0.9%0.091%
9/9/2026MCF Advisors LLC19,875$2.91M0.1%-0.6%0.014%
9/9/2026Capital Analysts LLC1,881$276K0.0%-36.4%0.001%
9/9/2026SVB Wealth LLC169,224$24.78M1.4%-4.6%0.118%
9/9/2026NorthRock Partners LLC86,562$12.67M0.2%-3.7%0.060%
9/9/2026Integrated Wealth Concepts LLC13,442$1.97M0.0%+18.1%0.009%
9/9/2026RFG Advisory LLC4,995$731K0.0%+18.5%0.003%
9/9/2026NewEdge Advisors LLC75,558$11.06M0.0%-20.8%0.052%
9/9/2026Pointe Capital Management LLC22,524$3.30M1.5%+5.8%0.016%
9/9/2026IFP Advisors Inc88,152$12.91M0.2%+11.4%0.061%
9/9/2026Baird Financial Group Inc.249,376$36.51M0.1%+1.8%0.173%
9/8/2026New England Professional Planning Group Inc.2,410$353K0.1%+35.5%0.002%
9/8/2026Allworth Financial LP6,830$1M0.0%-95.1%0.005%
9/8/2026Waverly Advisors LLC135,272$19.81M0.1%-22.1%0.094%
9/4/2026Parkside Financial Bank & Trust8,828$1.29M0.1%-0.9%0.006%
8/28/2026Cornerstone Financial Management LLC11,444$1.68M1.3%+3.2%0.008%
8/27/2026Corient Private Wealth LP163,106$23.88M0.0%+17.3%0.113%
8/26/2026HighTower Advisors LLC245,402$35.93M0.0%+1.1%0.170%
8/25/2026Financial Insights Inc.3,522$516K0.1%-10.2%0.002%
8/23/2026Ameritas Advisory Services LLC20,692$3.03M0.1%+67.1%0.014%
8/23/2026Kintra Wealth LLC40,475$5.95M0.3%+19.3%0.028%
8/23/2026Widmann Financial Services Inc.35,390$5.18M2.8%+2.9%0.025%
8/23/2026Operose Advisors LLC800$117K0.0%+61.3%0.001%
8/23/2026HB Wealth Management LLC10,595$1.55M0.0%+8.4%0.007%
8/23/2026Northeast Planning Associates INC. NH15,859$2.17M1.6%+12.4%0.011%
8/23/2026Nvest Financial LLC16,869$2.47M0.8%+2.5%0.012%
8/23/2026Angeles Wealth Management LLC1,296$190K0.0%N/A0.001%
8/22/2026Valued Retirements Inc.5,939$870K0.8%-24.0%0.004%
8/22/2026LifePlan Investment Advisors Inc.3,086$452K0.2%+2.9%0.002%
8/22/2026NWF Advisory Services Inc.3,347$490K0.0%-2.1%0.002%
8/22/2026Concurrent Investment Advisors LLC36,895$5.40M0.0%+112.2%0.026%
8/21/2026Lowery Thomas LLC21,378$3.13M1.5%-0.4%0.015%
8/21/2026Rodgers & Associates LTD435,416$63.75M4.8%+1.0%0.302%
8/21/2026Round Rock Advisors LLC5,905$865K0.1%-4.0%0.004%
8/21/2026XML Financial LLC83,381$12.21M0.9%+1.0%0.058%
8/21/2026Symphony Financial Ltd. Co.1,472$213K0.0%N/A0.001%
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8/21/2026Independence Bank of Kentucky2,509$367K0.0%-3.4%0.002%
8/21/2026Bedel Financial Consulting Inc.7,276$1.07M0.1%+1.2%0.005%
8/20/2026Nwam LLC15,262$2.24M0.1%-7.7%0.011%
8/20/2026Renasant Bank4,452$652K0.4%-6.5%0.003%
8/20/2026Rehmann Capital Advisory Group7,771$1.14M0.0%-44.9%0.005%
8/20/2026Orgel Wealth Management LLC3,471$508K0.0%+10.1%0.002%
8/20/2026Rothschild Capital Partners LLC2,942$431K0.1%+43.1%0.002%
8/20/2026Ancora Advisors LLC8,868$1.30M0.0%-18.5%0.006%
8/20/2026Sigma Planning Corp43,508$6.37M0.2%+1.2%0.030%
8/20/2026Two Sigma Securities LLC5,411$792K0.1%+209.2%0.004%
8/20/2026Flputnam Investment Management Co.13,037$1.90M0.0%+271.2%0.009%
8/20/2026Northwestern Mutual Wealth Management Co.1,486,576$217.65M0.1%+5.0%1.033%
8/20/2026Greenleaf Trust7,048$1.03M0.0%+20.4%0.005%
8/19/2026Capital Advisors Inc. OK2,552$374K0.0%-8.7%0.002%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC50,156$7.34M0.0%-6.1%0.035%
8/19/2026Washington Trust Bank166,435$24.37M1.7%-4.9%0.116%
8/19/2026Hsbc Holdings PLC175,551$25.70M0.0%+1.2%0.122%
8/19/2026Field & Main Bank55,869$8.18M1.3%N/A0.039%
8/19/2026Wellington Management Group LLP370,317$54.22M0.0%N/A0.257%
8/15/2026First Bancorp Inc ME1,433$210K0.1%N/A0.001%
8/13/2026Capital Square LLC5,001$713K0.3%N/A0.003%
8/12/2026Compass Financial Management LLC629$90K0.0%N/A0.000%
8/8/2026Wealthfront Advisers LLC18,297$2.68M0.0%-3.8%0.013%
8/8/2026First National Bank of Omaha38,207$5.55M0.2%-4.3%0.027%
8/7/2026BlackRock Inc.15,687$2.30M0.0%-51.6%0.011%
8/7/2026Occidental Asset Management LLC80,054$11.72M1.2%-0.9%0.056%
8/7/2026Perigon Wealth Management LLC3,623$530K0.0%-9.6%0.003%
8/7/2026OneDigital Investment Advisors LLC9,970$1.46M0.0%-6.7%0.007%
8/7/2026AMG National Trust Bank340,414$49.84M1.0%+0.9%0.236%
8/7/2026Roman Butler Fullerton & Co.1,643$231K0.1%-8.6%0.001%
8/7/2026Simplicity Wealth LLC20,535$3.01M0.1%+17.1%0.014%
8/6/2026Global Retirement Partners LLC23,444$3.43M0.1%N/A0.016%
8/6/20261ST Source Bank7,979$1.17M0.1%-2.5%0.006%
8/6/2026Geneva Capital Management LLC20,221$2.96M0.1%-13.4%0.014%
8/6/2026Focus Partners Advisor Solutions LLC43,870$6.42M0.1%+2.9%0.030%
8/6/2026Meridian Wealth Management LLC21,889$3.21M0.1%+2.9%0.015%
8/6/2026Mosaic Family Wealth Partners LLC4,286$628K0.0%-3.4%0.003%
8/6/2026Capital Analysts LLC1,881$276K0.0%-36.4%0.001%
8/5/2026AlTi Global Inc.9,340$1.37M0.0%-1.1%0.006%
8/5/2026HighTower Advisors LLC245,402$35.93M0.0%+1.1%0.170%
8/5/2026BLB&B Advisors LLC8,028$1.18M0.0%-29.3%0.006%
8/5/2026Weinberger Asset Management Inc43,606$5.98M1.9%+13.9%0.030%
8/5/2026Janney Montgomery Scott LLC67,739$9.92M0.0%-7.4%0.047%
8/5/2026Fifth Third Bancorp491,388$71.94M0.1%-3.8%0.341%
8/5/2026White Lighthouse Investment Management Inc.2,704$396K0.0%+5.7%0.002%
8/5/2026Cascade Financial Partners LLC3,123$457K0.0%+21.0%0.002%
8/5/2026Investment Partners LTD.44,284$6.48M2.0%+2.8%0.031%
8/5/2026McAdam LLC35,997$5.27M0.2%-25.8%0.025%
8/4/2026Flagship Private Wealth LLC4,893$716K0.3%-9.0%0.003%
8/4/2026Choreo LLC24,326$3.56M0.0%-5.1%0.017%
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8/3/2026BIP Wealth LLC5,622$823K0.0%N/A0.004%
8/3/2026Bryn Mawr Trust Advisors LLC21,936$3.21M0.1%+48.1%0.015%
8/3/2026Oppenheimer & Co. Inc.187,930$27.52M0.3%-6.2%0.131%
7/16/2026Processus Wealth & Capital Management LLC36,042$5.28M1.8%+3.4%0.025%
7/10/2026Annex Advisory Services LLC6,696$980K0.0%+1.4%0.005%
7/10/2026Processus Wealth & Capital Management LLC36,042$5.28M3.1%+3.4%0.025%
7/10/2026Heck Capital Advisors LLC90,654$13.27M0.8%-1.9%0.062%
7/10/2026Taylor & Morgan Wealth Management LLC9,537$1.40M0.7%-6.9%0.007%
7/10/2026GenWealth Group Inc.208,254$30.49M4.8%N/A0.142%
7/10/2026Diversified Management Inc.124,322$18.20M3.9%+1.0%0.085%


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), Envestnet Asset Management Inc. ($858.91M), Jones Financial Companies Lllp ($794.99M), 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), Envestnet Asset Management Inc. ($3.87M), First Command Advisory Services Inc. ($3.84M), 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 18,171,433 shares in the last 24 months. This purchase volume represents approximately $2.55B in transactions.

Of the 461 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), Envestnet Portfolio Solutions Inc. ($294.92K), First Citizens Bank & Trust Co. ($211.54K), and Commonwealth Equity Services LLC ($198.13K).

Institutional investors have sold a total of 6,404,258 shares in the last 24 months. This volume of shares sold represents approximately $886.45M in transactions.


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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 9/23/2026. New 13F filings are added each quarter as they're published.
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