S&P 500   3,982.21 (+0.28%)
DOW   32,464.49 (+0.70%)
QQQ   308.16 (-0.88%)
AAPL   158.31 (-1.21%)
MSFT   276.05 (-1.61%)
META   201.49 (-2.19%)
GOOGL   102.27 (-3.01%)
AMZN   97.34 (-0.81%)
TSLA   192.27 (+0.98%)
NVDA   264.11 (-1.37%)
NIO   8.93 (-1.54%)
BABA   85.82 (-1.24%)
AMD   95.95 (-2.04%)
T   18.83 (+1.18%)
F   11.52 (+0.09%)
MU   59.53 (-2.67%)
CGC   1.89 (-0.62%)
GE   92.81 (+1.58%)
DIS   94.64 (+0.60%)
AMC   4.33 (-3.13%)
PYPL   73.48 (-0.54%)
PFE   40.30 (-0.22%)
NFLX   328.58 (+0.06%)
S&P 500   3,982.21 (+0.28%)
DOW   32,464.49 (+0.70%)
QQQ   308.16 (-0.88%)
AAPL   158.31 (-1.21%)
MSFT   276.05 (-1.61%)
META   201.49 (-2.19%)
GOOGL   102.27 (-3.01%)
AMZN   97.34 (-0.81%)
TSLA   192.27 (+0.98%)
NVDA   264.11 (-1.37%)
NIO   8.93 (-1.54%)
BABA   85.82 (-1.24%)
AMD   95.95 (-2.04%)
T   18.83 (+1.18%)
F   11.52 (+0.09%)
MU   59.53 (-2.67%)
CGC   1.89 (-0.62%)
GE   92.81 (+1.58%)
DIS   94.64 (+0.60%)
AMC   4.33 (-3.13%)
PYPL   73.48 (-0.54%)
PFE   40.30 (-0.22%)
NFLX   328.58 (+0.06%)
S&P 500   3,982.21 (+0.28%)
DOW   32,464.49 (+0.70%)
QQQ   308.16 (-0.88%)
AAPL   158.31 (-1.21%)
MSFT   276.05 (-1.61%)
META   201.49 (-2.19%)
GOOGL   102.27 (-3.01%)
AMZN   97.34 (-0.81%)
TSLA   192.27 (+0.98%)
NVDA   264.11 (-1.37%)
NIO   8.93 (-1.54%)
BABA   85.82 (-1.24%)
AMD   95.95 (-2.04%)
T   18.83 (+1.18%)
F   11.52 (+0.09%)
MU   59.53 (-2.67%)
CGC   1.89 (-0.62%)
GE   92.81 (+1.58%)
DIS   94.64 (+0.60%)
AMC   4.33 (-3.13%)
PYPL   73.48 (-0.54%)
PFE   40.30 (-0.22%)
NFLX   328.58 (+0.06%)
S&P 500   3,982.21 (+0.28%)
DOW   32,464.49 (+0.70%)
QQQ   308.16 (-0.88%)
AAPL   158.31 (-1.21%)
MSFT   276.05 (-1.61%)
META   201.49 (-2.19%)
GOOGL   102.27 (-3.01%)
AMZN   97.34 (-0.81%)
TSLA   192.27 (+0.98%)
NVDA   264.11 (-1.37%)
NIO   8.93 (-1.54%)
BABA   85.82 (-1.24%)
AMD   95.95 (-2.04%)
T   18.83 (+1.18%)
F   11.52 (+0.09%)
MU   59.53 (-2.67%)
CGC   1.89 (-0.62%)
GE   92.81 (+1.58%)
DIS   94.64 (+0.60%)
AMC   4.33 (-3.13%)
PYPL   73.48 (-0.54%)
PFE   40.30 (-0.22%)
NFLX   328.58 (+0.06%)
NYSEARCA:IWP

iShares Russell Mid-Cap Growth ETF - IWP Institutional Ownership

$87.21
+0.20 (+0.23%)
(As of 03/27/2023 12:09 PM ET)
Add
Compare
Today's Range
$87.14
$87.99
50-Day Range
$86.02
$94.68
52-Week Range
$74.75
$103.72
Volume
171,731 shs
Average Volume
816,597 shs
Market Capitalization
$11.79 billion
Assets Under Management
$11.51 billion
Dividend Yield
0.73%
Net Expense Ratio
0.23%

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

Number of
Institutional Buyers
(last 12 months)
536
Total
Institutional Inflows
(last 12 months)
$9.39 B
Number of
Institutional Sellers
(last 12 months)
446
Total
Institutional Outflows
(last 12 months)
$1.63 B
Skip Chart & View Institutional Buying and Selling Data

IWP Institutional Buying and Selling by Quarter

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.

iShares Russell Mid-Cap Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/27/2023Ratio Wealth Group25,033$2.09M0.6%-4.4%0.019%
3/15/2023Milestone Investment Advisors LLC1,158$97K0.0%N/A0.001%
3/15/2023B. Riley Wealth Advisors Inc.132,537$11.08M0.3%+0.9%0.098%
3/13/2023Claro Advisors LLC29,991$2.51M0.8%+4.5%0.022%
3/10/2023Financial Alternatives Inc6,421$0.54M0.5%N/A0.005%
3/8/2023Sheets Smith Wealth Management2,500$0.21M0.0%N/A0.002%
3/6/2023Rockefeller Capital Management L.P.158,378$13.24M0.1%+12.6%0.117%
3/1/2023Investments & Financial Planning LLC23,214$1.94M1.9%N/A0.017%
2/28/2023Voya Investment Management LLC10,388$0.87M0.0%-90.7%0.008%
2/27/2023Kalos Management Inc.1,009$84K0.2%N/A0.001%
2/27/2023Rebalance LLC8,199$0.69M0.1%N/A0.006%
2/24/2023Builder Investment Group Inc. ADV8,510$0.71M0.3%N/A0.006%
2/21/2023Macquarie Group Ltd.32,110$2.68M0.0%N/A0.024%
2/21/2023Northwestern Mutual Wealth Management Co.555,699$46.46M0.1%-2.0%0.411%
2/21/2023B. Riley Wealth Advisors Inc.133,034$11.12M0.3%+1.3%0.098%
2/17/2023Truist Financial Corp1,013,652$84.74M0.1%+6.1%0.749%
2/16/2023GHP Investment Advisors Inc.72,720$6.08M0.4%-3.7%0.054%
2/16/2023WealthPLAN Partners LLC6,601$0.62M0.0%N/A0.005%
2/16/2023American Trust6,062$0.51M0.0%-2.3%0.004%
2/16/2023Moneta Group Investment Advisors LLC1,582$7.67M0.2%-97.8%0.001%
2/16/2023Alliancebernstein L.P.14,592$1.22M0.0%+36.5%0.011%
2/16/2023Certified Advisory Corp8,279$0.69M0.1%+20.1%0.006%
2/16/2023CreativeOne Wealth LLC88,133$7.37M0.4%+1.8%0.065%
2/16/2023Financial Advocates Investment Management6,411$0.54M0.0%-14.9%0.005%
2/16/2023Personal Capital Advisors Corp4,889$0.41M0.0%N/A0.004%
2/16/2023Resurgent Financial Advisors LLC1,084$91K0.0%N/A0.001%
2/16/2023United Capital Financial Advisers LLC64,193$5.37M0.0%+0.5%0.047%
2/16/2023Harbour Investments Inc.14,357$1.20M0.1%+5.5%0.011%
2/16/2023One Capital Management LLC226,805$18.96M1.0%+8.1%0.168%
2/15/2023Retirement Group LLC1,060$89K0.0%+3,976.9%0.001%
2/15/2023Steward Partners Investment Advisory LLC118,430$9.90M0.2%-3.2%0.088%
2/15/2023CI Private Wealth LLC32,884$2.75M0.0%N/A0.024%
2/15/2023WealthPlan Investment Management LLC6,601$0.61M0.0%-7.4%0.005%
2/15/2023Moneta Group Investment Advisors LLC91,796,711$7.67B0.2%+124,827.5%67.872%
2/15/2023CIC Wealth LLC3,756$0.31M0.1%N/A0.003%
2/15/2023Simplicity Wealth LLC25,549$2.14M1.9%N/A0.019%
2/15/2023Captrust Financial Advisors66,457$5.56M0.0%-4.1%0.049%
2/15/2023Howe & Rusling Inc.889$74K0.0%+22.3%0.001%
2/15/2023Bragg Financial Advisors Inc4,684$0.39M0.0%+13.7%0.003%
2/15/2023Jane Street Group LLC5,702$0.48M0.0%-42.6%0.004%
2/15/2023EPG Wealth Management LLC9,791$0.82M0.3%-8.4%0.007%
2/15/2023Patriot Investment Management Group Inc.1,156$0.11M0.0%N/A0.001%
2/15/20231832 Asset Management L.P.768$64K0.0%N/A0.001%
2/15/2023Chicago Wealth Management Inc.5,037$0.42M0.4%-6.7%0.004%
2/15/2023Waverly Advisors LLC112,997$9.45M0.5%+277.5%0.084%
2/15/2023Cahill Financial Advisors Inc.2,499$0.21M0.0%N/A0.002%
2/15/2023Cerity Partners LLC18,433$1.54M0.0%+36.0%0.014%
2/15/2023Hantz Financial Services Inc.228,513$19.10M6.8%+12.5%0.169%
2/15/2023Stonebridge Capital Advisors LLC50,723$4.24M0.5%+2.1%0.038%
2/15/2023Legal & General Group Plc15,000$1.25M0.0%-37.8%0.011%
2/15/2023MAS Advisors LLC5,034$0.42M0.4%-2.9%0.004%
2/15/2023Money Concepts Capital Corp12,329$1.03M0.0%-50.9%0.009%
2/15/2023Morgan Stanley8,542,544$714.16M0.1%-10.2%6.316%
2/15/2023Mosaic Family Wealth Partners LLC4,717$0.39M0.1%N/A0.003%
2/15/2023Mariner LLC478,277$39.98M0.1%+6.2%0.354%
2/15/2023Meridian Wealth Management LLC9,614$0.80M0.1%+6.4%0.007%
2/15/2023Eqis Capital Management Inc.8,294$0.69M0.1%-3.1%0.006%
2/15/2023Equitable Holdings Inc.532,441$44.51M0.8%-6.1%0.394%
2/15/2023Fred Alger Management LLC100,605$8.41M0.0%+78,497.7%0.074%
2/15/2023FSA Wealth Management LLC135,664$11.34M6.6%+15.3%0.100%
2/15/2023Financial Freedom LLC12,919$1.08M0.7%N/A0.010%
2/15/2023Financial Partners Group Inc22,282$2.06M0.5%-24.8%0.016%
2/15/2023Bradley Foster & Sargent Inc. CT4,147$0.35M0.0%-8.1%0.003%
2/15/2023Jefferies Financial Group Inc.36,744$3.07M0.0%N/A0.027%
2/14/2023Heron Financial Group LLC80,560$6.68M4.5%-8.2%0.060%
2/14/2023Cetera Advisor Networks LLC94,708$7.92M0.1%+7.6%0.070%
2/14/2023Cetera Investment Advisers74,853$6.26M0.1%+129.8%0.055%
2/14/2023Cetera Advisors LLC155,173$12.97M0.2%-10.9%0.115%
2/14/2023Marshall Wace LLP14,400$1.20M0.0%N/A0.011%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC136,568$11.41M0.9%-9.1%0.101%
2/14/2023Townsquare Capital LLC8,170$0.68M0.0%N/A0.006%
2/14/2023True North Advisors LLC3,817$0.32M0.1%N/A0.003%
2/13/2023Trustcore Financial Services LLC2,125$0.18M0.0%-9.6%0.002%
2/13/2023Pathstone Family Office LLC83,826$7.01M0.1%+182.5%0.062%
2/13/2023First Republic Investment Management Inc.210,956$17.64M0.0%-3.4%0.156%
2/13/2023Brown Advisory Inc.14,007$1.17M0.0%-50.8%0.010%
2/13/2023Johnson Financial Group Inc.340,234$28.44M2.3%+298.2%0.252%
2/13/2023Baird Financial Group Inc.183,745$15.36M0.0%-5.2%0.136%
2/13/2023Kingsview Wealth Management LLC14,628$1.22M0.1%-3.5%0.011%
2/13/2023Wealthcare Advisory Partners LLC6,936$0.58M0.0%-1.8%0.005%
2/13/2023BOKF NA137,677$11.51M0.2%-0.6%0.102%
2/13/2023Integrated Wealth Concepts LLC6,393$0.53M0.0%-10.0%0.005%
2/13/2023Wealth Alliance5,879$0.49M0.1%-33.3%0.004%
2/13/2023Advisors Capital Management LLC12,827$1.07M0.0%-4.0%0.009%
2/13/2023Wells Fargo & Company MN6,951,068$581.11M0.2%-15.7%5.139%
2/13/2023Peloton Wealth Strategists16,646$1.39M0.7%-2.5%0.012%
2/13/2023Heritage Wealth Management LLC720$60K0.0%-81.1%0.001%
2/13/2023Renaissance Technologies LLC12,500$1.05M0.0%+83.8%0.009%
2/13/2023Ford Financial Group LLC15,890$1.33M0.5%-1.8%0.012%
2/13/2023Shakespeare Wealth Management Inc.18,541$1.55M0.6%-4.4%0.014%
2/13/2023Southern Wealth Management LLP46,376$3.88M1.6%-9.0%0.034%
2/13/2023Truepoint Inc.256,637$21.46M0.8%-9.9%0.190%
2/13/2023Forte Capital LLC ADV62,228$5.20M0.9%-67.7%0.046%
2/13/2023Diversified LLC2,464$0.21M0.1%N/A0.002%
2/13/2023TAGStone Capital Inc.34,788$2.91M2.4%+2.4%0.026%
2/13/2023Atria Wealth Solutions Inc.35,682$2.98M0.0%-4.5%0.026%
2/13/2023CIBC Private Wealth Group LLC1,462,551$122.27M0.2%+83.3%1.081%
2/13/2023JPMorgan Chase & Co.803,600$67.18M0.0%+76.9%0.594%
2/13/2023Syntegra Private Wealth Group LLC2,950$0.25M0.0%N/A0.002%
2/13/2023M&T Bank Corp241,283$22.93M0.1%-42.1%0.178%
(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, 976 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Growth ETF. The most heavily invested institutionals were Private Advisor Group LLC ($2.63B), TIAA FSB ($976.38M), Morgan Stanley ($714.16M), Bank of America Corp DE ($658.18M), Wells Fargo & Company MN ($581.11M), Envestnet Asset Management Inc. ($441.38M), and The PNC Financial Services Group Inc. ($378.48M).Learn more on IWP's institutional investors.

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

Of the 802 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: Moneta Group Investment Advisors LLC ($91.73M), Envestnet Asset Management Inc. ($3.63M), Bank of America Corp DE ($3.11M), First Citizens Bank & Trust Co. ($2.76M), BlackRock Inc. ($2.10M), Cassaday & Co Wealth Management LLC ($1.79M), and BNP Paribas Arbitrage SA ($1.32M).

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

Institutional investors have bought a total of 130,260,822 shares in the last 24 months. This purchase volume represents approximately $11.39B in transactions.

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

Of the 603 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: Morgan Stanley ($8.67M), Wells Fargo & Company MN ($3.88M), TIAA FSB ($3.72M), BlackRock Inc. ($2.15M), JPMorgan Chase & Co. ($1.85M), Bank of America Corp DE ($1.23M), and American Family Insurance Mutual Holding Co ($1.02M).

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

Institutional investors have sold a total of 40,418,430 shares in the last 24 months. This volume of shares sold represents approximately $4.07B in transactions.

This page (NYSEARCA:IWP) was last updated on 3/27/2023 by MarketBeat.com Staff