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

iShares Russell Mid-Cap Growth ETF logo
$132.53 +2.19 (+1.68%)
(As of 12:50 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
521
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
398
Total
Institutional Outflows
(last 12 months)
$1.50B
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IWP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Passumpsic Savings Bank12,066$1.42M0.9%+7.5%0.009%
11/19/2024 Barclays PLC920$108K0.0%-99.7%0.001%
11/19/2024 M&T Bank Corp341,839$40.09M0.1%-2.6%0.264%
11/18/2024 TD Private Client Wealth LLC42,664$5.00M0.1%-4.5%0.033%
11/18/2024 Coldstream Capital Management Inc.35,904$4.21M0.1%-0.3%0.028%
11/15/2024 Valued Retirements Inc.7,076$830K1.1%N/A0.005%
11/15/2024 American Family Investments Inc.541,095$63.47M4.5%-18.9%0.418%
11/15/2024 High Falls Advisors Inc1,871$219K0.1%-15.1%0.001%
11/15/2024 M&T Bank Corp341,839$40.09M0.1%-2.6%0.264%
11/15/2024 Executive Wealth Management LLC2,341$275K0.0%N/A0.002%
11/15/2024 Barclays PLC920$108K0.0%-99.7%0.001%
11/15/2024 Y Intercept Hong Kong Ltd9,754$1.14M0.1%+125.5%0.008%
11/15/2024 MML Investors Services LLC154,437$18.11M0.1%+1.2%0.119%
11/15/2024 Orion Portfolio Solutions LLC267,498$31.38M0.7%+3.6%0.207%
11/15/2024 National Bank of Canada FI4,801$563K0.0%+269.3%0.004%
11/15/2024 EP Wealth Advisors LLC138,549$16.25M0.1%+62.0%0.107%
11/15/2024 Kovitz Investment Group Partners LLC86,528$10.15M0.1%-2.0%0.067%
11/15/2024 Wellington Management Group LLP521,898$61.21M0.0%+156.5%0.403%
11/15/2024 Texas Capital Bank Wealth Management Services Inc3,385$397K0.0%-55.9%0.003%
11/15/2024 Stifel Financial Corp143,315$16.81M0.0%-1.1%0.111%
11/15/2024 IHT Wealth Management LLC12,963$1.52M0.0%-66.0%0.010%
11/15/2024 Integrated Wealth Concepts LLC11,239$1.32M0.0%+2.2%0.009%
11/15/2024 Investmark Advisory Group LLC5,637$661K0.3%+5.1%0.004%
11/15/2024 HighTower Advisors LLC237,220$27.83M0.0%-2.8%0.183%
11/15/2024 Hilltop Holdings Inc.5,400$633K0.0%-68.1%0.004%
11/15/2024 Garden State Investment Advisory Services LLC6,678$783K0.2%-3.7%0.005%
11/15/2024 FSA Wealth Management LLC139,538$16.37M6.5%N/A0.108%
11/14/2024 Cobblestone Capital Advisors LLC NY1,740$204K0.0%N/A0.001%
11/14/2024 Widmann Financial Services Inc.35,017$4.11M3.1%+3.9%0.027%
11/14/2024 Captrust Financial Advisors119,334$14.00M0.0%+6.0%0.092%
11/14/2024 Atlantic Union Bankshares Corp6,391$750K0.0%-48.0%0.005%
11/14/2024 Rockefeller Capital Management L.P.174,644$20.48M0.1%-2.7%0.135%
11/14/2024 Carl P. Sherr & Co. LLC6,191$726K0.4%-10.1%0.005%
11/14/2024 Hantz Financial Services Inc.262,196$30.75M0.5%-4.3%0.203%
11/14/2024 Pin Oak Investment Advisors Inc.1,263$148K0.1%-9.1%0.001%
11/14/2024 Financial Counselors Inc.21,976$2.58M0.0%+3.1%0.017%
11/14/2024 RPg Family Wealth Advisory LLC2,792$327K0.1%+3.4%0.002%
11/14/2024 CreativeOne Wealth LLC41,078$4.82M0.2%+84.0%0.032%
11/13/2024 Glenmede Trust Co. NA26,307$3.09M0.0%+2.7%0.020%
11/13/2024 Freedom Investment Management Inc.4,670$548K0.0%-10.6%0.004%
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11/13/2024 Townsquare Capital LLC10,557$1.24M0.0%-6.8%0.008%
11/13/2024 Cadence Bank14,029$1.65M0.1%N/A0.011%
11/13/2024 BNP Paribas Financial Markets250,026$29.33M0.0%+196,770.9%0.193%
11/13/2024 FMR LLC1,162,939$136.40M0.0%-2.4%0.899%
11/13/2024 D.A. Davidson & CO.13,800$1.62M0.0%+27.0%0.011%
11/13/2024 Bank of Montreal Can153,113$17.95M0.0%+2.0%0.118%
11/13/2024 Capital Square LLC7,629$895K0.5%+3.8%0.006%
11/13/2024 Associated Banc Corp5,788$679K0.0%+9.3%0.004%
11/13/2024 Private Trust Co. NA11,401$1.34M0.1%+2.4%0.009%
11/13/2024 Brown Brothers Harriman & Co.14,460$1.70M0.0%-2.6%0.011%
11/13/2024 Alliance Wealth Management Group2,156$253K0.1%N/A0.002%
11/13/2024Fisher Asset Management LLC1,810$212K0.0%-36.7%0.001%
11/12/2024Von Berge Wealth Management Group LLC1,800$228K0.1%N/A0.001%
11/12/2024 Summit Trail Advisors LLC3,584$420K0.0%N/A0.003%
11/12/2024 Capital Investment Counsel LLC20,224$2.37M0.4%+67.8%0.016%
11/12/2024 Centaurus Financial Inc.2,245$263K0.0%+5.0%0.002%
11/12/2024 Wescott Financial Advisory Group LLC58,669$6.88M0.7%+2.4%0.045%
11/12/2024 StoneX Group Inc.10,762$1.26M0.1%N/A0.008%
11/12/2024 Truepoint Inc.242,114$28.40M0.8%-0.5%0.187%
11/12/2024 Towercrest Capital Management3,488$409K0.1%-9.0%0.003%
11/12/2024 Kingsview Wealth Management LLC43,393$5.09M0.1%+187.1%0.034%
11/12/2024 Cerity Partners LLC51,200$6.01M0.0%+13.7%0.040%
11/12/2024 Great Valley Advisor Group Inc.48,308$5.67M0.1%+3.4%0.037%
11/12/2024 Certified Advisory Corp14,442$1.69M0.2%+40.8%0.011%
11/12/2024 Nicolet Advisory Services LLC3,574$418K0.0%-7.6%0.003%
11/12/2024 Flagstar Advisors Inc.4,240$497K0.1%+2.3%0.003%
11/12/2024 Nwam LLC21,592$2.53M0.2%N/A0.017%
11/12/2024 Meridian Wealth Management LLC14,984$1.76M0.1%N/A0.012%
11/12/2024 Icon Wealth Advisors LLC63,758$7.48M0.3%+1,414.8%0.049%
11/12/2024 Citigroup Inc.114,872$13.47M0.0%+153.6%0.089%
11/12/2024 Integrated Investment Consultants LLC362,269$42.49M1.0%+104.4%0.280%
11/9/2024 LPL Financial LLC1,814,140$212.78M0.1%+11.1%1.403%
11/8/2024 King Luther Capital Management Corp2,817$330K0.0%-29.8%0.002%
11/8/2024 Citizens Financial Group Inc. RI3,202$376K0.0%+7.9%0.002%
11/8/2024 EverSource Wealth Advisors LLC17,358$2.04M0.1%-10.8%0.013%
11/8/2024 Stonebridge Financial Planning Group LLC6,760$793K0.4%-5.1%0.005%
11/8/2024 Darwin Wealth Management LLC854$100K0.0%N/A0.001%
11/8/2024 Etfidea LLC23,383$2.74M0.9%-1.9%0.018%
11/8/2024 First Horizon Advisors Inc.51,807$6.08M0.2%-0.7%0.040%
11/8/2024 Commerce Bank1,857,652$217.88M1.3%-1.9%1.436%
11/8/2024 MWA Asset Management15,493$1.82M1.2%+1.2%0.012%
11/8/2024 Avior Wealth Management LLC25,049$2.93M0.1%-22.2%0.019%
11/8/2024 Yardley Wealth Management LLC2,200$258K0.2%N/A0.002%
11/8/2024 PNC Financial Services Group Inc.2,658,038$311.76M0.2%-4.2%2.055%
11/8/2024 SouthState Corp5,281$619K0.0%-7.3%0.004%
11/8/2024 Vance Wealth Inc.56,490$6.63M2.5%+5.5%0.044%
11/8/2024 Lowery Thomas LLC22,857$2.68M1.8%-8.0%0.018%
11/8/2024 Prospera Financial Services Inc27,540$3.23M0.1%-0.6%0.021%
11/7/2024 Pathstone Holdings LLC100,810$11.82M0.1%+1.2%0.078%
11/7/2024 MidAtlantic Capital Management Inc.912$107K0.1%N/A0.001%
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11/7/2024 Cassaday & Co Wealth Management LLC2,134,150$250.31M7.1%+2.3%1.650%
11/7/2024 First Western Trust Bank5,537$649K0.0%+4.4%0.004%
11/7/2024 GLOBALT Investments LLC GA878,778$103.07M3.9%-4.0%0.679%
11/7/2024 MAI Capital Management113,978$13.37M0.1%+1.6%0.088%
11/7/2024 AMG National Trust Bank319,095$37.43M1.0%-0.8%0.247%
11/7/2024 Thrivent Financial for Lutherans25,164$2.95M0.0%-2.6%0.019%
11/7/2024 Claro Advisors LLC16,649$1.95M0.3%-2.6%0.013%
11/7/2024 Ritter Daniher Financial Advisory LLC DE13,452$1.58M0.5%+1.1%0.010%
11/7/2024 Peterson Financial Group Inc.3,504$411K1.6%-14.6%0.003%
11/6/2024 BCGM Wealth Management LLC2,600$305K0.1%-20.6%0.002%
(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, 948 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), Wells Fargo & Company MN ($588.37M), Bank of America Corp DE ($560.99M), TIAA Trust National Association ($471.24M), and Jones Financial Companies Lllp ($409.31M).Learn more on IWP's institutional investors.

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

Of the 775 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 ($22.57M), TIAA Trust National Association ($11.09M), Wellington Management Group LLP ($2.25M), Cassaday & Co Wealth Management LLC ($2.09M), Envestnet Portfolio Solutions Inc. ($1.54M), GLOBALT Investments LLC GA ($920.72K), and Barclays PLC ($826.36K).

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

Institutional investors have bought a total of 62,674,554 shares in the last 24 months. This purchase volume represents approximately $6.01B in transactions.

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

Of the 575 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 ($6.82M), Envestnet Asset Management Inc. ($3.48M), First Citizens Bank & Trust Co. ($2.06M), Bank of America Corp DE ($1.71M), Wells Fargo & Company MN ($1.44M), American Family Insurance Mutual Holding Co ($1.40M), and Barclays PLC ($956.82K).

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

Institutional investors have sold a total of 31,353,766 shares in the last 24 months. This volume of shares sold represents approximately $3.11B in transactions.



This page (NYSEARCA:IWP) was last updated on 11/21/2024 by MarketBeat.com Staff
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