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

iShares Russell Mid-Cap Growth ETF logo
$137.48 +3.16 (+2.35%)
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)
679
Total
Institutional Inflows
(last 12 months)
$2.64B
Number of
Institutional Sellers
(last 12 months)
497
Total
Institutional Outflows
(last 12 months)
$1.10B
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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
7/16/2026 Processus Wealth & Capital Management LLC36,042$5.28M1.8%+3.4%0.025%
7/10/2026 Annex Advisory Services LLC6,696$980K0.0%+1.4%0.005%
7/10/2026 Processus Wealth & Capital Management LLC36,042$5.28M3.1%+3.4%0.025%
7/10/2026 Heck Capital Advisors LLC90,654$13.27M0.8%-1.9%0.062%
7/10/2026 Taylor & Morgan Wealth Management LLC9,537$1.40M0.7%-6.9%0.007%
7/10/2026 GenWealth Group Inc.208,254$30.49M4.8%N/A0.142%
7/10/2026 Diversified Management Inc.124,322$18.20M3.9%+1.0%0.085%
7/10/2026 City Holding Co.3,704$542K0.1%+2.9%0.003%
7/10/2026 Prosperity Planning Inc.2,184$320K0.1%-7.5%0.001%
7/10/2026 KMG Fiduciary Partners LLC25,255$3.70M0.3%-61.2%0.017%
7/10/2026 Wealthcare Advisory Partners LLC9,719$1.42M0.0%-13.5%0.007%
7/9/2026 Revolve Wealth Partners LLC6,856$1.00M0.1%-2.6%0.005%
7/9/2026 Financial Advisory Corp743,948$108.92M14.4%-5.0%0.508%
7/9/2026 LWM Advisors Inc.31,550$4.62M3.4%+1.8%0.022%
7/9/2026 Friday Financial13,546$1.92M0.5%+20.0%0.009%
7/9/2026 Contravisory Investment Management Inc.4,339$635K0.1%-3.7%0.003%
7/9/2026 Atlas Brown Inc.32,484$4.76M1.3%-1.3%0.022%
7/9/2026 Focus Financial Network Inc.1,786$262K0.0%-47.2%0.001%
7/9/2026 Vertrix Wealth Management LLC9,557$1.40M0.5%-7.2%0.007%
7/9/2026 Allied Private Wealth LLC226$32K0.0%N/A0.000%
7/9/2026 Whitaker Myers Wealth Managers LTD.154,430$22.61M3.8%+7.8%0.105%
7/9/2026 Sax Wealth Advisors LLC9,238$1.35M0.1%-4.9%0.006%
7/9/2026 Hennion & Walsh Asset Management Inc.1,492$218K0.0%N/A0.001%
7/9/2026 Valeo Financial Advisors LLC14,972$2.19M0.0%+5.7%0.010%
7/8/2026 Beacon Bank & Trust32,928$4.82M0.9%-1.6%0.022%
7/8/2026 Cooper Financial Group16,663$2.44M0.2%+16.8%0.011%
7/8/2026 Apella Capital LLC2,385$338K0.0%+5.5%0.002%
7/8/2026 Evanson Financial LLC1,662$243K0.0%N/A0.001%
7/7/2026 Mechanics Bank Trust Department145,534$21.31M2.6%+4.2%0.099%
7/7/2026 Dynamic Advisor Solutions LLC7,278$1.07M0.0%-26.6%0.005%
7/7/2026 Willner & Heller LLC11,477$1.68M1.1%-2.8%0.008%
7/7/2026 Avior Wealth Management LLC22,109$3.22M0.1%-9.3%0.015%
7/7/2026 Harbor Investment Advisory LLC36,496$5.34M0.4%+2.5%0.025%
7/7/2026 Canandaigua National Bank & Trust Co.97,890$14.33M1.2%N/A0.067%
7/7/2026 Sandy Cove Advisors LLC1,747$256K0.1%N/A0.001%
7/7/2026 CGN Advisors LLC1,426$209K0.0%N/A0.001%
7/6/2026 Stonebridge Financial Group LLC120,345$17.62M1.3%+2.3%0.082%
7/2/2026 MassMutual Private Wealth & Trust FSB430$63K0.0%-22.5%0.000%
7/2/2026 Cedar Mountain Advisors LLC276,200$40.44M7.0%+1.1%0.188%
7/2/2026 Hilltop National Bank43,051$6.30M1.3%-1.3%0.029%
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7/1/2026 Eastern Bank1,849$271K0.0%+62.3%0.001%
7/1/2026 Trust Co of the South1,563$229K0.0%N/A0.001%
7/1/2026 Global Wealth Strategies & Associates5,210$763K0.1%-2.0%0.004%
6/18/2026Western Wealth Management LLC14,772$1.89M0.1%-42.0%0.010%
6/16/2026Steelhead Wealth Management LLC2,549$326K0.2%N/A0.002%
6/11/2026 Three Bearings Fiduciary Advisors Inc.56,759$7.27M7.0%+4.0%0.040%
6/10/2026 FAS Wealth Partners Inc.11,044$1.42M0.1%-0.9%0.008%
6/9/2026 Rathbones Group PLC18,555$2.38M0.0%+2.8%0.013%
6/3/2026CoreFirst Bank & Trust305$39K0.0%-78.2%0.000%
6/3/2026Parallel Advisors LLC20,108$2.58M0.0%-1.4%0.014%
6/3/2026NewEdge Advisors LLC95,440$12.23M0.0%-0.6%0.066%
6/1/2026First Nebraska Trust Co1,600$205K0.0%N/A0.001%
6/1/2026 Foguth Wealth Management LLC.1,496$192K0.0%N/A0.001%
6/1/2026Integrated Investment Consultants LLC175,231$22.45M4.8%-3.0%0.122%
6/1/2026Keel Point LLC6,327$811K0.1%-28.6%0.004%
5/26/2026Serenity Investment Advisors13,320$1.86M0.7%-5.6%0.009%
5/22/2026Wellington Grp LLC574$74K0.0%N/A0.000%
5/21/2026Compass Capital Management Inc.2,376$304K0.0%-20.9%0.002%
5/20/2026 SOA Wealth Advisors LLC.37,244$4.77M0.5%-1.3%0.026%
5/19/2026Western Wealth Management LLC14,772$1.89M0.1%-42.0%0.010%
5/19/2026McIlrath & Eck LLC202$26K0.0%N/A0.000%
5/19/2026Bank of America Corp DE7,100,610$909.73M0.1%+0.1%4.943%
5/19/2026Financial Insights Inc.3,922$502K0.2%-3.9%0.003%
5/19/2026 Ashton Thomas Securities LLC236$30K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors27,256$3.49M0.1%-3.2%0.019%
5/18/2026Sunbelt Securities Inc.6,441$825K0.1%+50.2%0.004%
5/18/2026Royal Bank of Canada755,617$96.81M0.0%-13.9%0.526%
5/16/2026Excelsior Advisor Network LLC2,077$266K0.1%+36.6%0.001%
5/16/2026Quantinno Capital Management LP41,422$5.31M0.0%-0.6%0.029%
5/15/2026Corsair Capital Management L.P.7,833$1.00M0.1%N/A0.005%
5/15/2026Gateway Wealth Partners LLC5,784$741K0.0%+100.3%0.004%
5/15/2026Bradley Foster & Sargent Inc. CT13,519$1.73M0.0%-2.4%0.009%
5/15/2026Matrix Private Capital Group LLC1,704$218K0.1%N/A0.001%
5/15/2026Waverly Advisors LLC173,669$22.25M0.2%-1.4%0.121%
5/15/2026Wealth Alliance LLC2,614$335K0.0%-62.9%0.002%
5/14/2026 Sentinel Advisory Group LLC67,385$8.63M4.2%N/A0.047%
5/14/2026Rockbridge Investment Management LCC2,013$258K0.0%-5.9%0.001%
5/14/2026Compound Planning Inc.12,010$1.54M0.0%+247.4%0.008%
5/14/2026 Greenline Wealth Management LLC8,278$1.06M1.2%-24.2%0.006%
5/14/2026MWA Asset Management14,837$1.90M1.0%+1.2%0.010%
5/14/2026Lido Advisors LLC193,236$24.76M0.1%-5.4%0.135%
5/13/2026Cetera Investment Advisers690,014$88.41M0.1%-3.8%0.480%
5/13/2026Prestige Wealth Management Group LLC3,794$486K0.1%-6.7%0.003%
5/13/2026Signature Equity Partners LLC2,554$327K0.2%+12.2%0.002%
5/13/2026NewEdge Wealth LLC3,734$478K0.0%-59.0%0.003%
5/13/2026 Petra Financial Advisors Inc.72,101$9.24M5.7%+1.9%0.050%
5/13/2026 First Citizens Bank & Trust Co.1,534,093$196.55M3.4%-12.1%1.068%
5/13/2026Alesco Advisors LLC An ESL Co13,015$1.67M0.0%-2.9%0.009%
5/12/2026Marin Bay Wealth Advisors LLC2,809$360K0.1%-64.4%0.002%
5/12/2026 Phillip James Consulting Co.3,412$437K0.3%N/A0.002%
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5/8/2026Pacific Sun Financial Corp2,538$325K0.2%+5.0%0.002%
5/8/2026PNC Financial Services Group Inc.2,434,200$311.87M0.2%-1.0%1.695%
5/8/2026Cassaday & Co Wealth Management LLC2,184,734$279.91M6.0%+1.9%1.521%
5/8/2026JMG Financial Group Ltd.114,619$14.69M0.4%+1.0%0.080%
5/8/2026MWA Asset Management14,838$1.90M1.0%+1.2%0.010%
5/8/2026Johnson Financial Group Inc.37,298$4.78M0.2%-19.7%0.026%
5/7/2026Hollencrest Capital Management1,812$232K0.0%-6.0%0.001%
5/7/2026 Scarborough Advisors LLC852$109K0.0%N/A0.001%
5/7/2026Parallel Advisors LLC20,108$2.58M0.0%-1.4%0.014%
5/7/2026Ironwood Investment Counsel LLC2,575$330K0.0%-20.3%0.002%


IWP Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,193 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), 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.

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 992 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).

Institutional investors have bought a total of 18,846,230 shares in the last 24 months. This purchase volume represents approximately $2.64B in transactions.

Of the 496 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), BNP Paribas Financial Markets ($457.26K), Bank of America Corp DE ($439.80K), TIAA Trust National Association ($424.35K), Morgan Stanley ($416.69K), M&T Bank Corp ($327.90K), and Corient Private Wealth LLC ($319.47K).

Institutional investors have sold a total of 7,981,065 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.


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This page (NYSEARCA:IWP) was last updated on 7/30/2026 by MarketBeat.com Staff.
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