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

$98.30
-0.79 (-0.80%)
(As of 12/5/2023 ET)
Compare
Today's Range
$97.80
▼
$98.70
50-Day Range
$85.65
▼
$99.11
52-Week Range
$81.97
▼
$100.93
Volume
1.12 million shs
Average Volume
665,487 shs
Market Capitalization
$13.34 billion
Assets Under Management
$13.59 billion
Dividend Yield
0.65%
Net Expense Ratio
0.23%
Stock AnalysisChartHeadlinesHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
530
Total
Institutional Inflows
(last 12 months)
$12.74 B
Number of
Institutional Sellers
(last 12 months)
437
Total
Institutional Outflows
(last 12 months)
$1.85 B
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Skip Chart & View Institutional Buying and Selling Data

IWP Institutional Buying and Selling by Quarter


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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/1/2023B. Riley Wealth Advisors Inc.159,248$14.58M0.4%+28.9%0.117%
12/1/2023Wellington Management Group LLP1,010,892$92.35M0.0%+509.1%0.745%
11/30/2023Modera Wealth Management LLC55,581$5.08M0.1%-1.6%0.041%
11/24/2023EP Wealth Advisors LLC90,810$8.30M0.1%+972.5%0.067%
11/21/2023Comerica Bank264,131$24.13M0.1%N/A0.195%
11/17/2023Diversified Trust Co3,664$0.34M0.0%-14.1%0.003%
11/17/2023OLD National Bancorp IN35,557$3.25M0.1%+8.8%0.026%
11/16/2023Integrated Advisors Network LLC3,885$0.36M0.0%-19.1%0.003%
11/16/2023Creative Planning383,221$35.01M0.0%-5.2%0.282%
11/16/2023Atticus Wealth Management LLC12,369$1.13M0.4%-1.0%0.009%
11/16/2023Harbour Investments Inc.14,362$1.31M0.1%-8.3%0.011%
11/16/2023First Foundation Advisors3,574$0.33M0.0%+33.7%0.003%
11/16/2023Moneta Group Investment Advisors LLC109,255$9.98M0.2%+19.1%0.080%
11/16/2023American Trust2,225$0.20M0.0%-64.5%0.002%
11/16/2023FineMark National Bank & Trust25,728$2.35M0.1%+2.6%0.019%
11/16/2023Advisors Capital Management LLC13,353$1.22M0.0%+12.6%0.010%
11/16/2023Morgan Stanley10,917,711$997.33M0.1%+2.2%8.043%
11/16/2023Essex Financial Services Inc.8,233$0.75M0.1%+3.8%0.006%
11/15/2023Stonebridge Capital Advisors LLC52,500$4.80M0.5%+0.6%0.039%
11/15/2023Integrated Wealth Concepts LLC11,548$1.06M0.0%-42.0%0.009%
11/15/2023First Citizens Asset Management Inc.57,486$5.25M2.2%-11.4%0.042%
11/15/2023Townsquare Capital LLC6,565$0.60M0.0%+29.5%0.005%
11/15/2023Ramirez Asset Management Inc.900$82K0.0%N/A0.001%
11/15/2023WealthPlan Investment Management LLC5,266$0.48M0.1%N/A0.004%
11/15/2023Mercer Global Advisors Inc. ADV70,643$6.45M0.0%+53.1%0.052%
11/15/2023FSA Wealth Management LLC138,412$12.64M7.1%+0.3%0.102%
11/15/2023Dana Investment Advisors Inc.4,175$0.38M0.0%+32.0%0.003%
11/15/2023Crestwood Advisors Group LLC2,341$0.21M0.0%N/A0.002%
11/15/2023Royal Bank of Canada789,318$72.11M0.0%+10.6%0.581%
11/15/2023Shakespeare Wealth Management Inc.17,263$1.58M0.6%-1.6%0.013%
11/15/2023JPMorgan Chase & Co.952,003$86.97M0.0%+2.6%0.701%
11/15/2023Lido Advisors LLC39,490$3.61M0.0%+1.0%0.029%
11/15/2023Ellerson Group Inc. ADV9,770$0.89M0.8%-2.5%0.007%
11/15/2023Ameriprise Financial Inc.2,698,919$246.64M0.1%+9.1%1.988%
11/15/2023Axxcess Wealth Management LLC3,067$0.28M0.0%N/A0.002%
11/15/2023Glenmede Trust Co. NA25,673$2.35M0.0%-8.1%0.019%
11/15/2023Truist Financial Corp880,103$80.40M0.1%-2.2%0.648%
11/15/2023Becker Capital Management Inc.25,216$2.31M0.1%+2.2%0.019%
11/14/2023White Knight Strategic Wealth Advisors LLC5,615$0.51M0.7%-6.8%0.004%
11/14/2023Waverly Advisors LLC86,215$7.88M0.3%-10.8%0.064%
11/14/2023Rehmann Capital Advisory Group12,197$1.11M0.1%-7.7%0.009%
11/14/2023Fred Alger Management LLC1,548$0.14M0.0%N/A0.001%
11/14/2023Synovus Financial Corp1,092,236$99.78M1.1%-23.7%0.805%
11/14/2023Mutual Advisors LLC7,766$0.71M0.0%+4.0%0.006%
11/14/2023PGIM Custom Harvest LLC9,174$0.84M0.0%+179.7%0.007%
11/14/2023Pegasus Partners Ltd.34,823$3.18M0.4%+342.8%0.026%
11/14/2023Peloton Wealth Strategists16,700$1.53M0.7%-0.9%0.012%
11/13/2023Garden State Investment Advisory Services LLC7,087$0.65M0.3%-3.4%0.005%
11/13/2023BHK Investment Advisors LLC8,600$0.79M0.4%-19.6%0.006%
11/13/2023Natixis Advisors L.P.16,560$1.51M0.0%+4.5%0.012%
11/13/2023Certified Advisory Corp199,209$18.20M2.1%+3,030.7%0.147%
11/13/2023Cary Street Partners Investment Advisory LLC5,835$0.53M0.0%+37.1%0.004%
11/13/2023Northern Trust Corp136,643$12.48M0.0%+8.7%0.101%
11/13/2023Stifel Financial Corp128,335$11.72M0.0%-4.9%0.095%
11/13/2023Citizens Financial Group Inc. RI2,311$0.21M0.0%+19.6%0.002%
11/13/2023Mariner LLC482,158$44.05M0.1%+3.7%0.355%
11/13/2023LPL Financial LLC1,600,344$146.19M0.1%+6.8%1.179%
11/13/2023Regal Investment Advisors LLC3,692$0.34M0.0%-3.1%0.003%
11/13/2023AMJ Financial Wealth Management7,438$0.68M0.3%+41.2%0.005%
11/13/2023Hsbc Holdings PLC195,319$17.84M0.0%-1.9%0.144%
11/13/2023Provence Wealth Management Group1,558$0.14M0.1%N/A0.001%
11/13/2023Glenview Trust co24,644$2.25M0.1%+2.9%0.018%
11/13/2023WestHill Financial Advisors Inc.75,776$6.92M2.0%+1.1%0.056%
11/13/2023Robertson Stephens Wealth Management LLC6,865$0.63M0.0%-11.6%0.005%
11/13/2023RPg Family Wealth Advisory LLC7,169$0.66M0.3%-3.0%0.005%
11/13/2023FMR LLC1,370,960$125.24M0.0%-7.0%1.010%
11/13/2023Envestnet Asset Management Inc.2,166,489$197.91M0.1%-37.0%1.596%
11/13/2023QRG Capital Management Inc.4,770$0.44M0.0%N/A0.004%
11/13/2023Envestnet Portfolio Solutions Inc.1,169,467$106.83M0.5%N/A0.861%
11/13/2023Financial Engines Advisors L.L.C.44,678$4.09M0.0%-7.3%0.033%
11/13/2023Kestra Advisory Services LLC133,200$12.17M0.1%-22.3%0.098%
11/13/2023Broadleaf Partners LLC20,013$1.83M0.6%+2.9%0.015%
11/13/2023PNC Financial Services Group Inc.3,035,094$277.26M0.2%-3.6%2.236%
11/9/2023Oliver Lagore Vanvalin Investment Group1,168$0.11M0.0%-76.3%0.001%
11/9/2023Truepoint Inc.246,457$22.51M0.7%-0.9%0.182%
11/9/2023Rhumbline Advisers3,769$0.34M0.0%-3.3%0.003%
11/9/2023Lee Financial Co49,335$4.51M0.8%-2.4%0.036%
11/9/20231ST Source Bank8,109$0.74M0.1%+22.7%0.006%
11/9/2023Tocqueville Asset Management L.P.66,481$6.07M0.1%-4.3%0.049%
11/9/2023One Capital Management LLC266,036$24.30M1.1%+3.6%0.196%
11/9/2023American Family Insurance Mutual Holding Co754,748$68.95M5.4%+0.9%0.556%
11/9/2023Biondo Investment Advisors LLC19,424$1.77M0.3%+3.6%0.014%
11/9/2023WealthPlan Investment Management LLC5,266$0.48M0.1%N/A0.004%
11/9/2023Citigroup Inc.36,178$3.31M0.0%-5.4%0.027%
11/9/2023Prime Capital Investment Advisors LLC11,612$1.06M0.0%-4.2%0.009%
11/9/2023Wealth Alliance2,553$0.23M0.0%-33.3%0.002%
11/9/2023DB Wealth Management Group LLC1,060$97K0.1%+265.5%0.001%
11/9/2023Kovitz Investment Group Partners LLC10,555$0.96M0.0%-1.9%0.008%
11/9/2023Argent Advisors Inc.6,420$0.59M0.3%+10.3%0.005%
11/9/2023TAGStone Capital Inc.35,317$3.23M2.4%+1.5%0.026%
11/9/2023UBS Group AG2,296,729$209.81M0.1%-3.0%1.692%
11/8/2023Aptus Capital Advisors LLC1,021$93K0.0%+29.6%0.001%
11/8/2023Choreo LLC23,782$2.18M0.1%-3.1%0.018%
11/8/2023Wade G W & Inc.327,130$29.88M1.1%+1.2%0.241%
11/8/2023Ausdal Financial Partners Inc.149,658$13.67M1.9%+82.3%0.110%
11/8/2023HighTower Advisors LLC266,926$24.40M0.0%+8.9%0.197%
11/8/2023Pathstone Family Office LLC611,166$55.83M0.4%+665.8%0.450%
11/8/20239258 Wealth Management LLC43,522$3.98M0.8%+25.0%0.032%
11/8/2023AMG National Trust Bank325,466$29.73M1.0%-0.8%0.240%
11/8/2023Charles Schwab Investment Management Inc.7,393$0.68M0.0%N/A0.005%
(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, 980 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Growth ETF. The most heavily invested institutionals were TIAA FSB ($1.09B), TIAA Trust National Association ($1.01B), Morgan Stanley ($997.33M), Wells Fargo & Company MN ($587.25M), Bank of America Corp DE ($560.99M), PNC Financial Services Group Inc. ($277.26M), and Jones Financial Companies Lllp ($275.23M).Learn more on IWP's institutional investors.

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

Of the 820 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 ($91.76M), Bishop & Co Investment Management LLC ($22.61M), TIAA Trust National Association ($11.09M), Envestnet Asset Management Inc. ($3.68M), First Citizens Bank & Trust Co. ($3.12M), Cassaday & Co Wealth Management LLC ($2.01M), and Wellington Management Group LLP ($1.93M).

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

Institutional investors have bought a total of 164,661,241 shares in the last 24 months. This purchase volume represents approximately $14.42B in transactions.

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

Of the 617 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: Envestnet Asset Management Inc. ($3.75M), Bank of America Corp DE ($2.94M), TIAA FSB ($2.84M), Wells Fargo & Company MN ($2.45M), First Citizens Bank & Trust Co. ($2.06M), JPMorgan Chase & Co. ($1.84M), and American Family Insurance Mutual Holding Co ($1.44M).

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

Institutional investors have sold a total of 36,281,045 shares in the last 24 months. This volume of shares sold represents approximately $3.32B in transactions.


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This page (NYSEARCA:IWP) was last updated on 12/5/2023 by MarketBeat.com Staff

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