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

iShares Russell Mid-Cap Growth ETF logo
$139.17 -2.25 (-1.59%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$139.12 -0.05 (-0.04%)
As of 08/1/2025 04:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
658
Total
Institutional Inflows
(last 12 months)
$4.56B
Number of
Institutional Sellers
(last 12 months)
510
Total
Institutional Outflows
(last 12 months)
$1.07B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Biltmore Family Office LLC1,200$166K0.0%+9.5%0.001%
8/1/2025Capital Investment Counsel LLC21,088$2.93M0.5%-3.9%0.015%
8/1/2025First National Trust Co23,563$3.27M0.1%+24.3%0.017%
8/1/2025Petra Financial Advisors Inc.70,570$9.79M6.2%+24.8%0.051%
8/1/2025United Capital Management of KS Inc.100,637$13.96M2.2%+0.9%0.072%
8/1/2025Transcend Capital Advisors LLC8,229$1.14M0.1%+4.8%0.006%
8/1/2025Bessemer Group Inc.47,723$6.62M0.0%+0.8%0.034%
8/1/2025First Command Advisory Services Inc.4,416$612K0.0%+7.0%0.003%
8/1/2025Ashton Thomas Private Wealth LLC14,098$1.96M0.1%+94.9%0.010%
8/1/2025American Financial & Tax Strategies Inc.2,785$386K0.2%+5.6%0.002%
8/1/2025Envestnet Asset Management Inc.1,990,778$276.08M0.1%+3.2%1.429%
7/31/2025 Wealthfront Advisers LLC14,191$1.97M0.0%-9.1%0.010%
7/31/2025 Oppenheimer Asset Management Inc.2,526$350K0.0%N/A0.002%
7/31/2025 Brighton Jones LLC18,061$2.51M0.1%+2.0%0.013%
7/31/2025 Burke & Herbert Bank & Trust Co.10,047$1.39M0.3%-18.6%0.007%
7/31/2025 Mason & Associates Inc1,685$234K0.1%N/A0.001%
7/31/2025 Sequent Asset Management LLC67,200$9.32M7.4%-0.2%0.048%
7/31/2025 Focus Partners Advisor Solutions LLC49,956$6.93M0.1%-3.0%0.036%
7/31/2025 Glass Jacobson Investment Advisors llc10,985$1.52M0.6%-4.4%0.008%
7/31/2025 Carrera Capital Advisors1,579$219K0.0%N/A0.001%
7/31/2025 Washington Trust Advisors Inc.1,861$258K0.0%+5.7%0.001%
7/31/2025 GLOBALT Investments LLC GA392,268$54.40M2.1%-8.5%0.281%
7/31/2025 LJI Wealth Management LLC3,246$450K0.1%+48.2%0.002%
7/31/2025 AlTi Global Inc.9,808$1.36M0.0%-7.7%0.007%
7/30/2025 First Citizens Bank & Trust Co.1,486,571$206.16M3.2%-13.5%1.067%
7/30/2025 Bleakley Financial Group LLC22,671$3.14M0.1%+15.7%0.016%
7/30/2025 Rothschild Capital Partners LLC1,809$251K0.1%-39.2%0.001%
7/30/2025 Strategic Blueprint LLC1,594$221K0.0%N/A0.001%
7/30/2025 LifeWealth Investments LLC25,134$3.49M1.1%+11.6%0.018%
7/30/2025 Freedom Investment Management Inc.3,617$502K0.0%+2.7%0.003%
7/30/2025 Paragon Financial Partners Inc.18,890$2.62M1.8%+5.6%0.014%
7/30/2025 Rehmann Capital Advisory Group14,504$2.01M0.1%+2.5%0.010%
7/30/2025 Patten Group Inc.2,263$314K0.1%-11.9%0.002%
7/30/2025 Exencial Wealth Advisors LLC2,225$308K0.0%N/A0.002%
7/30/2025 Brookstone Capital Management17,098$2.37M0.0%+45.3%0.012%
7/30/2025 Wedgewood Investors Inc. PA7,156$992K1.1%-1.3%0.005%
7/30/2025 D.A. Davidson & CO.12,177$1.69M0.0%-6.5%0.009%
7/30/2025 Cullen Frost Bankers Inc.956,036$132.58M1.7%+15.8%0.686%
7/30/2025 Whittier Trust Co. of Nevada Inc.9,936$1.38M0.0%+24.3%0.007%
7/30/2025 Mason & Associates LLC3,082$427K0.1%-3.8%0.002%
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7/30/2025 Phoenix Financial Ltd.64,128$8.89M0.1%+6.2%0.046%
7/30/2025 Bogart Wealth LLC969$134K0.0%-10.1%0.001%
7/29/2025 Orin Green Financial LLC9,104$1.26M0.5%-0.8%0.007%
7/29/2025 Stephens Inc. AR542,492$75.23M1.0%+2.0%0.389%
7/29/2025 LMG Wealth Partners LLC98,403$13.65M2.8%-1.1%0.071%
7/29/2025 Parthenon LLC1,474$204K0.0%N/A0.001%
7/29/2025 Forvis Mazars Wealth Advisors LLC121,192$16.81M0.4%-1.2%0.087%
7/29/2025 Crux Wealth Advisors1,681$233K0.1%N/A0.001%
7/29/2025 International Assets Investment Management LLC2,139$297K0.0%+16.6%0.002%
7/29/2025 Systelligence LLC140,062$19.42M3.6%-16.5%0.101%
7/29/2025 Ballast Inc.4,060$563K0.2%N/A0.003%
7/29/2025 May Barnhard Investments LLC39,635$5.50M2.6%-3.9%0.028%
7/29/2025 Aspiriant LLC24,666$3.42M0.1%+100.3%0.018%
7/29/2025 Rodgers & Associates LTD421,189$58.41M6.4%+0.2%0.302%
7/29/2025 Stratos Wealth Partners LTD.54,006$7.49M0.1%+2.0%0.039%
7/29/2025 Stratos Wealth Advisors LLC3,695$512K0.0%-8.6%0.003%
7/29/2025 Private Trust Co. NA16,902$2.34M0.2%+40.1%0.012%
7/29/2025 Oxbow Advisors LLC3,080$427K0.0%-6.2%0.002%
7/29/2025 Werba Rubin Papier Wealth Management4,090$567K0.1%N/A0.003%
7/29/2025 Horst & Graben Wealth Management LLC16,319$2.26M0.4%-0.7%0.012%
7/28/2025 WealthPLAN Partners LLC5,383$747K0.1%+8.9%0.004%
7/28/2025 Wealthspan Partners LLC1,444$200K0.1%N/A0.001%
7/28/2025 Nvest Financial LLC13,125$1.82M0.9%-26.7%0.009%
7/28/2025 WealthPlan Investment Management LLC7,696$1.07M0.1%+1.2%0.006%
7/28/2025 Mutual Advisors LLC21,371$3.04M0.1%-18.7%0.015%
7/28/2025 Private Wealth Asset Management LLC64,193$8.90M1.2%-1.0%0.046%
7/28/2025 Harbour Investments Inc.36,096$5.01M0.1%+3.6%0.026%
7/28/2025 Cypress Wealth Services LLC1,558$216K0.0%N/A0.001%
7/28/2025 Courier Capital LLC33,660$4.67M0.3%-0.6%0.024%
7/28/2025Equitable Trust Co.20,764$2.88M0.1%+40.9%0.015%
7/28/2025 RFG Advisory LLC4,589$636K0.0%-27.1%0.003%
7/28/2025 Revolve Wealth Partners LLC7,046$977K0.1%-4.4%0.005%
7/28/2025 Nadler Financial Group Inc.17,790$2.47M0.3%+4.5%0.013%
7/25/2025 NorthRock Partners LLC92,991$12.90M0.3%+3.4%0.067%
7/25/2025 Atria Wealth Solutions Inc.7,869$1.10M0.0%-65.5%0.006%
7/25/2025 Envestnet Portfolio Solutions Inc.1,604,455$222.51M0.8%-12.5%1.151%
7/25/2025 Total Clarity Wealth Management Inc.18,204$2.53M0.7%-27.2%0.013%
7/25/2025 Lion Street Advisors LLC11,373$1.58M0.5%-3.9%0.008%
7/25/2025 Dynamic Financial Group9,944$1.38M1.3%+32.6%0.007%
7/25/2025 Hazlett Burt & Watson Inc.1,835$255K0.1%-8.0%0.001%
7/25/2025 Allspring Global Investments Holdings LLC3,456$476K0.0%-89.1%0.002%
7/25/2025 Commonwealth Financial Services LLC15,923$2.21M0.4%+3.7%0.011%
7/25/2025 Midwest Capital Advisors LLC5,978$829K0.4%-13.0%0.004%
7/25/2025 CWM LLC85,930$11.92M0.0%-4.6%0.062%
7/25/2025 Transcendent Capital Group LLC28,303$3.93M2.0%N/A0.020%
7/25/2025 Concurrent Investment Advisors LLC11,583$1.61M0.0%+24.8%0.008%
7/25/2025 Johnson Investment Counsel Inc.404,889$56.15M0.5%-3.7%0.291%
7/25/2025 Apollon Wealth Management LLC12,010$1.67M0.0%+2.4%0.009%
7/25/2025 IRON Financial LLC3,376$468K0.2%-3.8%0.002%
7/24/2025 Conning Inc.48,426$6.72M0.2%-24.0%0.035%
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7/24/2025 Trust Co. of Toledo NA OH2,280$316K0.0%N/A0.002%
7/24/2025 JFS Wealth Advisors LLC370$51K0.0%+101.1%0.000%
7/24/2025 Blue Trust Inc.2,641$366K0.0%+55.6%0.002%
7/24/2025 rebel Financial LLC39,940$5.54M2.5%N/A0.029%
7/24/2025 Robertson Stephens Wealth Management LLC27,493$3.81M0.1%-1.3%0.020%
7/24/2025 Monument Capital Management51,991$7.21M1.9%+0.6%0.037%
7/24/2025 McKinley Carter Wealth Services Inc.32,231$4.47M0.2%-2.6%0.023%
7/24/2025 Stonebridge Financial Group LLC112,780$15.64M1.5%+23.6%0.081%
7/24/2025 Ramirez Asset Management Inc.1,200$166K0.0%-14.3%0.001%
7/24/2025 Lee Financial Co43,037$5.97M0.9%-2.5%0.031%
(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, 1,112 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Growth ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($2.02B), Morgan Stanley ($997.33M), Bank of America Corp DE ($922.99M), Wells Fargo & Company MN ($660.73M), Jones Financial Companies Lllp ($571.86M), TIAA Trust National Association ($328.22M), and PNC Financial Services Group Inc. ($313.14M).Learn more on iShares Russell Mid-Cap Growth ETF's institutional investors.

What percentage of iShares Russell Mid-Cap Growth ETF's stock is owned by 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.

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

Of the 910 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: Bishop & Co Investment Management LLC ($22.56M), Kingstone Capital Partners Texas LLC ($14.57M), TIAA Trust National Association ($11.09M), Envestnet Portfolio Solutions Inc. ($1.93M), Wellington Management Group LLP ($1.51M), Strategic Financial Concepts LLC ($1.36M), and BNP Paribas Financial Markets ($1.30M).

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

Institutional investors have bought a total of 35,327,685 shares in the last 24 months. This purchase volume represents approximately $4.56B in transactions.

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

Of the 510 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: TIAA Trust National Association ($730.78K), Truist Financial Corp ($612.42K), Barclays PLC ($543.64K), Congress Asset Management Co. ($535.98K), GLOBALT Investments LLC GA ($523.30K), First Citizens Bank & Trust Co. ($310.43K), and Summit Rock Advisors LP ($289.67K).

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

Institutional investors have sold a total of 8,716,307 shares in the last 24 months. This volume of shares sold represents approximately $1.07B in transactions.


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This page (NYSEARCA:IWP) was last updated on 8/2/2025 by MarketBeat.com Staff
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