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

iShares Russell Mid-Cap Growth ETF logo
$119.75
+0.36 (+0.30%)
(As of 12:50 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Number of
Institutional Buyers
(last 12 months)
526
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
400
Total
Institutional Outflows
(last 12 months)
$1.60B
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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
11/4/2024Mitchell Mcleod Pugh & Williams Inc.3,535$415K0.1%-10.8%0.003%
11/4/2024Brickley Wealth Management9,031$1.06M0.2%-3.4%0.007%
11/4/2024Sigma Planning Corp33,245$3.90M0.1%+2.3%0.026%
11/2/2024Transcendent Capital Group LLC1,528$179K0.1%-11.1%0.001%
11/2/2024Mesirow Financial Investment Management Inc.88,570$10.39M0.2%+5.7%0.068%
11/2/2024XML Financial LLC78,798$9.24M0.9%+0.7%0.061%
11/1/2024Atria Investments Inc5,148$604K0.0%-54.1%0.004%
11/1/2024Bridges Investment Management Inc.2,753$323K0.0%+13.9%0.002%
11/1/2024Processus Wealth & Capital Management LLC25,452$2.99M2.5%-3.0%0.020%
11/1/2024Rockbridge Investment Management LCC2,074$243K0.0%-9.2%0.002%
11/1/2024Sequent Asset Management LLC82,856$9.95M4.9%+23.1%0.064%
11/1/2024Pegasus Partners Ltd.81,243$9.53M0.9%+3.6%0.063%
11/1/2024Rovin Capital UT ADV6,534$766K0.3%+75.7%0.005%
11/1/2024Washington Trust Advisors Inc.864$101K0.0%-14.3%0.001%
11/1/2024Holistic Planning LLC2,977$349K0.1%+19.7%0.002%
11/1/2024Leavell Investment Management Inc.5,945$697K0.0%+2.5%0.005%
11/1/2024Fiera Capital Corp3,517$413K0.0%+16.1%0.003%
11/1/2024Burt Wealth Advisors3,676$431K0.1%-5.2%0.003%
10/31/2024 Principal Financial Group Inc.7,300$856K0.0%-68.4%0.006%
10/31/2024 Forte Capital LLC ADV48,710$5.71M0.6%-6.3%0.038%
10/31/2024 LGT Financial Advisors LLC805$94K0.2%-52.6%0.001%
10/30/2024 RTD Financial Advisors Inc.324,482$38.06M4.8%+5.0%0.251%
10/30/2024 White Lighthouse Investment Management Inc.3,365$395K0.1%-5.6%0.003%
10/30/2024 Armor Investment Advisors LLC3,186$374K0.2%-4.8%0.002%
10/30/2024 Radnor Capital Management LLC2,479$291K0.0%N/A0.002%
10/30/2024 Summit Rock Advisors LP292,928$34.36M13.4%-37.4%0.226%
10/30/2024 Flagship Private Wealth LLC5,047$592K0.3%+5.0%0.004%
10/30/2024 HMS Capital Management LLC18,348$2.15M1.1%+1.6%0.014%
10/30/2024 Crescent Grove Advisors LLC61,469$7.21M0.7%-6.1%0.048%
10/30/2024 Financial Partners Group Inc20,438$2.40M0.4%-1.5%0.016%
10/30/2024 First Citizens Asset Management Inc.67,348$7.90M2.8%-1.2%0.052%
10/30/2024 Falcon Wealth Planning156,844$18.40M2.2%-13.0%0.121%
10/30/2024 NorthRock Partners LLC46,488$5.45M0.5%-10.3%0.036%
10/30/2024 Global Wealth Management Investment Advisory Inc.5,877$689K0.1%-13.4%0.005%
10/30/2024 Auour Investments LLC35,026$4.28M1.5%-1.2%0.027%
10/30/2024 James J. Burns & Company LLC10,791$1.27M0.2%-2.8%0.008%
10/30/2024 Hazlett Burt & Watson Inc.2,479$292K0.1%+3.9%0.002%
10/30/2024 QRG Capital Management Inc.6,780$795K0.0%+15.0%0.005%
10/29/2024 Centennial Bank AR290$34K0.0%-27.9%0.000%
10/29/2024 Roman Butler Fullerton & Co.1,791$217K0.1%-5.4%0.001%
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10/29/2024 GFS Advisors LLC8,000$938K0.2%+706.5%0.006%
10/29/2024 Arcadia Investment Management Corp MI2,050$240K0.0%-16.3%0.002%
10/29/2024 Conning Inc.70,615$8.28M0.3%+6.8%0.055%
10/29/2024 Princeton Global Asset Management LLC10,517$1.23M0.2%+578.1%0.008%
10/29/2024 Stevens Capital Partners38,138$4.47M2.1%+3.2%0.029%
10/29/2024 Chicago Partners Investment Group LLC11,117$1.33M0.0%-3.9%0.009%
10/29/2024 Farther Finance Advisors LLC458$54K0.0%+29.7%0.000%
10/28/2024 Creative Financial Designs Inc. ADV1,194$140K0.0%-34.1%0.001%
10/28/2024 Focus Financial Network Inc.3,332$391K0.0%-30.6%0.003%
10/28/2024 Stephens Inc. AR502,160$58.90M0.8%+0.3%0.388%
10/28/2024 Summit Wealth Partners LLC10,570$1.24M0.2%-1.3%0.008%
10/28/2024 Reston Wealth Management LLC652$76K0.0%N/A0.001%
10/28/2024 IRON Financial LLC3,757$441K0.2%-3.5%0.003%
10/28/2024 US Bancorp DE1,404,736$164.76M0.2%-7.5%1.086%
10/28/2024 Congress Asset Management Co.368,085$43.17M0.3%+122.8%0.285%
10/28/2024 Petra Financial Advisors Inc.56,095$6.58M4.3%+1.8%0.043%
10/28/2024 HM Payson & Co.30,253$3.55M0.1%-0.5%0.023%
10/25/2024 Voisard Asset Management Group Inc.1,177$138K0.1%-10.8%0.001%
10/25/2024 Financial Advocates Investment Management1,950$229K0.0%-33.9%0.002%
10/25/2024 Pinnacle Associates Ltd.24,047$2.82M0.0%+1.4%0.019%
10/25/2024 Twin Peaks Wealth Advisors LLC3,696$434K0.2%+15.7%0.003%
10/25/2024 Edge Financial Advisors LLC1,981$232K0.2%N/A0.002%
10/25/2024 Golden State Equity Partners10,656$1.25M0.3%-32.6%0.008%
10/25/2024 Mutual Advisors LLC41,034$4.95M0.1%+442.2%0.032%
10/25/2024 Eagle Strategies LLC27,055$3.17M0.6%-2.7%0.021%
10/25/2024 Fidelis Capital Partners LLC19,881$2.38M0.3%+26.3%0.015%
10/25/2024 Valmark Advisers Inc.7,180$842K0.0%+1.4%0.006%
10/25/2024 Farmers & Merchants Investments Inc.93,780$11.00M0.3%+3.4%0.073%
10/25/2024 MONECO Advisors LLC8,114$952K0.1%+51.6%0.006%
10/24/2024 Sterling Manor Financial LLC106,646$12.51M8.5%-36.7%0.082%
10/24/2024 TCP Asset Management LLC1,739$204K0.0%N/A0.001%
10/24/2024 Southern Capital Advisors LLC88,706$10.40M5.9%+3.4%0.069%
10/24/2024 Pointe Capital Management LLC14,065$1.65M1.0%+17.8%0.011%
10/24/2024 J.W. Cole Advisors Inc.64,943$7.62M0.3%+2.6%0.050%
10/24/2024 Amarillo National Bank17,976$2.11M0.4%-49.9%0.014%
10/24/2024 Clear Harbor Asset Management LLC47,212$5.54M0.4%-0.6%0.036%
10/24/2024 Modera Wealth Management LLC52,975$6.21M0.1%-1.1%0.041%
10/24/2024 GHP Investment Advisors Inc.61,407$7.20M0.3%-3.0%0.047%
10/24/2024 Wealth Enhancement Advisory Services LLC117,233$13.75M0.0%-1.0%0.091%
10/24/2024 Arkadios Wealth Advisors20,168$2.37M0.1%+60.5%0.016%
10/23/2024 Highland Capital Management LLC12,672$1.49M0.1%-3.4%0.010%
10/23/2024 Country Club Bank29,518$3.46M0.2%+0.8%0.023%
10/23/2024 Joel Isaacson & Co. LLC2,388$280K0.0%N/A0.002%
10/23/2024 Sigma Investment Counselors Inc.1,741$204K0.0%N/A0.001%
10/23/2024 Burke & Herbert Bank & Trust Co.12,524$1.47M0.3%-2.8%0.010%
10/23/2024 HWG Holdings LP16,295$1.91M0.7%-39.9%0.013%
10/23/2024 Garrison Point Advisors LLC7,402$868K0.5%-1.3%0.006%
10/23/2024 Element Wealth LLC7,225$847K0.4%+1.6%0.006%
10/23/2024 Global Trust Asset Management LLC15,769$1.85M0.7%-17.1%0.012%
10/23/2024 CENTRAL TRUST Co6,650$780K0.0%-82.5%0.005%
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10/23/2024 GUNN & Co INVESTMENT MANAGEMENT INC.2,000$235K0.2%-23.6%0.002%
10/23/2024 JMG Financial Group Ltd.123,493$14.48M0.5%+1.5%0.095%
10/23/2024 Brighton Jones LLC23,802$2.79M0.1%+2.9%0.018%
10/22/2024 International Assets Investment Management LLC220,582$25.87M0.0%+10,150.1%0.171%
10/22/2024 McAdam LLC53,922$6.33M0.4%+6.8%0.042%
10/22/2024 Courier Capital LLC33,854$3.97M0.3%-1.7%0.026%
10/22/2024 Rebalance LLC7,803$915K0.1%+5.4%0.006%
10/22/2024 Mainsail Financial Group LLC47,660$5.70M3.4%-10.2%0.037%
10/22/2024 Financial Insights Inc.4,700$551K0.2%+6.6%0.004%
10/22/2024 Private Advisor Group LLC136,405$16.00M0.1%+0.4%0.105%
(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, 942 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 773 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), Cassaday & Co Wealth Management LLC ($2.04M), Wellington Management Group LLP ($1.93M), Envestnet Portfolio Solutions Inc. ($1.54M), Envestnet Asset Management Inc. ($1.26M), and GLOBALT Investments LLC GA ($920.72K).

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

Institutional investors have bought a total of 62,894,782 shares in the last 24 months. This purchase volume represents approximately $5.97B in transactions.

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

Of the 578 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 Congress Asset Management Co. MA ($881.83K).

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

Institutional investors have sold a total of 31,138,127 shares in the last 24 months. This volume of shares sold represents approximately $3.04B in transactions.


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This page (NYSEARCA:IWP) was last updated on 11/4/2024 by MarketBeat.com Staff
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