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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

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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
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