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

iShares Russell Mid-Cap Growth ETF logo
$113.67 +1.18 (+1.05%)
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Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Number of
Institutional Buyers
(last 12 months)
604
Total
Institutional Inflows
(last 12 months)
$1.91B
Number of
Institutional Sellers
(last 12 months)
442
Total
Institutional Outflows
(last 12 months)
$1.44B
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IWP Institutional Buying and Selling by Quarter

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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
4/17/2025Janney Montgomery Scott LLC70,520$8.29M0.0%-3.4%0.050%
4/17/2025Mission Wealth Management LP10,092$1.19M0.0%+1.5%0.007%
4/17/2025Howard Bailey Securities LLC26,632$3.13M1.3%-10.8%0.019%
4/17/2025Brighton Jones LLC17,704$2.08M0.1%-8.2%0.012%
4/17/2025Dynamic Advisor Solutions LLC9,869$1.16M0.0%+5.6%0.007%
4/16/2025CRA Financial Services LLC2,628$309K0.1%+7.4%0.002%
4/16/2025Wealth Enhancement Advisory Services LLC116,131$13.64M0.0%-0.5%0.082%
4/16/2025Tritonpoint Wealth LLC1,906$224K0.0%+9.8%0.001%
4/16/2025RTD Financial Advisors Inc.269,288$31.64M4.3%-14.3%0.190%
4/16/2025Elevation Point Wealth Partners LLC2,400$282K0.0%-67.0%0.002%
4/16/2025Krilogy Financial LLC238,321$28M1.8%+3.0%0.168%
4/16/2025Twin Peaks Wealth Advisors LLC4,162$476K0.2%+6.8%0.003%
4/16/2025Thomasville National Bank12,899$1.52M0.1%-3.7%0.009%
4/16/2025Rockland Trust Co.5,545$651K0.0%-19.4%0.004%
4/16/2025Ballew Advisors Inc20,846$2.35M1.6%+3.3%0.015%
4/16/2025May Barnhard Investments LLC41,257$4.85M2.4%-6.7%0.029%
4/15/2025 First United Bank & Trust6,375$749K0.3%-2.3%0.004%
4/15/2025 GPS Wealth Strategies Group LLC1,372$161K0.0%+51.4%0.001%
4/15/2025 Fifth Third Bancorp215,432$25.31M0.1%-1.9%0.152%
4/15/2025 Stephens Group Asset Management LLC509,081$59.81M4.8%+14.4%0.359%
4/15/2025 Magnolia Private Wealth LLC2,420$284K0.2%N/A0.002%
4/15/2025 McKinley Carter Wealth Services Inc.33,098$3.89M0.2%-6.1%0.023%
4/15/2025 Mainsail Financial Group LLC50,378$5.92M3.4%+4.1%0.035%
4/15/2025 Focus Financial Network Inc.12,177$1.43M0.1%+306.6%0.009%
4/15/2025 Redhawk Wealth Advisors Inc.3,103$365K0.0%+5.6%0.002%
4/15/2025 CX Institutional311$37K0.0%N/A0.000%
4/15/2025 MV Capital Management Inc.30,015$3.53M0.4%-0.9%0.021%
4/15/2025 Orgel Wealth Management LLC2,355$277K0.0%-14.1%0.002%
4/15/2025 Simplicity Wealth LLC20,763$2.44M0.2%+577.2%0.015%
4/15/2025 Wealthcare Advisory Partners LLC10,024$1.18M0.0%+3.8%0.007%
4/15/2025 Signet Financial Management LLC2,479$291K0.0%-21.6%0.002%
4/14/2025 Octavia Wealth Advisors LLC7,350$864K0.1%-2.8%0.005%
4/14/2025 Farther Finance Advisors LLC1,540$183K0.0%+132.3%0.001%
4/14/2025 City Holding Co.3,259$383K0.1%+5.8%0.002%
4/14/2025 Daymark Wealth Partners LLC2,107$248K0.0%-5.7%0.001%
4/14/2025 First Citizens Bank & Trust Co.1,718,557$201.91M3.4%-4.1%1.210%
4/14/2025 Cedar Mountain Advisors LLC283,228$33.28M7.5%-0.3%0.199%
4/14/2025 Park Avenue Securities LLC45,305$5.32M0.1%+2.4%0.032%
4/14/2025 OLD National Bancorp IN43,502$5.11M0.1%+4.2%0.031%
4/14/2025 Flagship Private Wealth LLC5,341$628K0.3%-4.9%0.004%
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4/14/2025 KMG Fiduciary Partners LLC61,337$7.21M0.6%+6.4%0.043%
4/14/2025 Dentgroup LLC16,516$1.94M1.5%-12.5%0.012%
4/14/2025 Miracle Mile Advisors LLC9,798$1.15M0.0%-8.8%0.007%
4/14/2025 Financial Advisory Corp736,020$86.48M14.3%+0.0%0.518%
4/14/2025 Whitaker Myers Wealth Managers LTD.116,775$13.72M3.8%+8.4%0.082%
4/14/2025 UMB Bank n.a.98,372$11.56M0.2%-7.3%0.069%
4/11/2025 Paragon Financial Partners Inc.17,881$2.10M1.6%+27.4%0.013%
4/11/2025 Princeton Global Asset Management LLC6,562$771K0.2%-35.4%0.005%
4/11/2025 Intergy Private Wealth LLC23,414$2.75M1.0%-1.1%0.017%
4/11/2025 Congress Asset Management Co.479,570$56.35M0.4%-30.2%0.342%
4/11/2025 Cranbrook Wealth Management LLC10,142$1.19M0.3%-4.5%0.007%
4/11/2025 Procyon Advisors LLC12,165$1.43M0.1%N/A0.009%
4/11/2025 Magnus Financial Group LLC5,775$679K0.1%-1.7%0.004%
4/11/2025 Signal Advisors Wealth LLC4,206$494K0.0%+7.5%0.003%
4/11/2025 Prosperity Planning Inc.2,528$297K0.1%-5.6%0.002%
4/10/2025 Retirement Planning Group LLC1,917$225K0.0%-29.7%0.001%
4/10/2025 Lmcg Investments LLC7,780$914K0.1%-14.1%0.006%
4/10/2025 Wealth Management Partners LLC8,896$1.05M0.5%-1.4%0.006%
4/10/2025 L. Roy Papp & Associates LLP5,090$598K0.1%+3.1%0.004%
4/10/2025 Contravisory Investment Management Inc.5,574$655K0.1%+5.4%0.004%
4/10/2025 EWG Elevate Inc.13,713$1.61M0.6%+9.3%0.010%
4/9/2025 RFG Advisory LLC6,293$739K0.0%+70.4%0.004%
4/9/2025 Merit Financial Group LLC20,423$2.40M0.0%-1.7%0.015%
4/9/2025 NBC Securities Inc.8,936$1.05M0.1%+111,600.0%0.006%
4/9/2025 Mechanics Bank Trust Department104,326$12.26M1.7%-8.9%0.074%
4/8/2025 Rhumbline Advisers3,185$374K0.0%+36.1%0.002%
4/8/2025 Taylor & Morgan Wealth Management LLC10,955$1.29M1.0%-1.8%0.008%
4/8/2025 Fifth Third Wealth Advisors LLC12,247$1.44M0.1%+279.8%0.009%
4/8/2025 Weinberger Asset Management Inc33,013$3.88M1.7%+0.9%0.024%
4/8/2025 James J. Burns & Company LLC10,298$1.21M0.2%-1.0%0.007%
4/8/2025 Parallel Advisors LLC9,690$1.14M0.0%+11.7%0.007%
4/7/2025 AdvisorNet Financial Inc18,046$2.12M0.2%-1.7%0.013%
4/4/2025 Baring Financial LLC2,867$337K0.3%-15.2%0.002%
4/2/2025 Global Wealth Strategies & Associates6,094$716K0.2%-2.9%0.004%
4/1/2025 LBJ Family Wealth Advisors Ltd.135,835$15.96M10.2%-0.6%0.097%
4/1/2025 MassMutual Private Wealth & Trust FSB763$90K0.0%-12.1%0.001%
3/24/2025Mascagni Wealth Management Inc.1,594$202K0.2%N/A0.001%
3/17/2025Wealth Enhancement Advisory Services LLC116,687$14.79M0.0%-0.5%0.085%
3/12/2025Wealthedge Investment Advisors LLC25,089$3.18M1.4%N/A0.018%
3/6/2025Copia Wealth Management989$125K0.1%N/A0.001%
3/6/2025Wood Tarver Financial Group LLC401$50K0.0%N/A0.000%
3/5/2025Financial Insights Inc.4,594$582K0.2%-2.3%0.003%
2/27/2025REAP Financial Group LLC1,395$177K0.0%-9.4%0.001%
2/27/2025Jefferies Financial Group Inc.37,554$4.76M0.0%+1.0%0.027%
2/27/2025HWG Holdings LP134,007$16.99M5.6%+722.4%0.097%
2/26/2025LifeWealth Investments LLC13,476$1.71M1.1%N/A0.010%
2/26/2025 Financial Advisory Corp735,876$93.27M16.3%N/A0.532%
2/26/2025Virtue Capital Management LLC11,328$1.44M0.3%N/A0.008%
2/25/2025Heck Capital Advisors LLC139,135$17.64M1.1%N/A0.101%
2/25/2025B. Riley Wealth Advisors Inc.62,892$7.97M0.3%-23.9%0.046%
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2/24/2025Great Valley Advisor Group Inc.37,552$4.76M0.1%-22.3%0.027%
2/22/2025American Trust19,646$2.49M0.2%N/A0.014%
2/21/2025Ascent Group LLC1,615$205K0.0%N/A0.001%
2/20/2025Forum Financial Management LP1,691$214K0.0%N/A0.001%
2/20/2025 Kingstone Capital Partners Texas LLC1,954$248K0.2%N/A0.001%
2/19/2025Orin Green Financial LLC9,178$1.16M0.5%-3.5%0.007%
2/19/2025Pinney & Scofield Inc.509$65K0.1%N/A0.000%
2/18/2025Sunbelt Securities Inc.1,256$160K0.0%+33.3%0.001%
2/18/2025Investmark Advisory Group LLC5,736$727K0.4%+1.8%0.004%
2/18/2025MidWestOne Financial Group Inc.10,058$1.28M0.2%-2.5%0.008%
(Data available from 1/1/2016 forward)

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IWP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWP shares?

During the previous two years, 1,066 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 FSB ($1.09B), Morgan Stanley ($997.33M), Bank of America Corp DE ($922.99M), Wells Fargo & Company MN ($660.73M), Jones Financial Companies Lllp ($575.15M), and TIAA Trust National Association ($423.71M).Learn more on IWP's institutional investors.

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

Of the 869 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 ($22.56M), TIAA Trust National Association ($11.09M), Wellington Management Group LLP ($2.25M), Envestnet Portfolio Solutions Inc. ($1.93M), Strategic Financial Concepts LLC ($1.36M), Barclays PLC ($1.10M), and Raymond James Financial Inc. ($996.52K).

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

Institutional investors have bought a total of 66,083,554 shares in the last 24 months. This purchase volume represents approximately $6.72B in transactions.

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

Of the 619 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: TIAA Trust National Association ($7.00M), Envestnet Asset Management Inc. ($3.50M), First Citizens Bank & Trust Co. ($1.98M), Bank of America Corp DE ($1.71M), American Family Insurance Mutual Holding Co ($1.29M), Barclays PLC ($956.82K), and Congress Asset Management Co. MA ($792.14K).

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

Institutional investors have sold a total of 29,406,106 shares in the last 24 months. This volume of shares sold represents approximately $3.02B in transactions.


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This page (NYSEARCA:IWP) was last updated on 4/17/2025 by MarketBeat.com Staff
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