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

iShares Russell Mid-Cap Growth ETF logo
$132.30 +0.85 (+0.65%)
Closing price 01/17/2025 04:10 PM Eastern
Extended Trading
$134.18 +1.88 (+1.42%)
As of 08:54 AM Eastern
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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)
$1.14B
Number of
Institutional Sellers
(last 12 months)
397
Total
Institutional Outflows
(last 12 months)
$1.53B
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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
1/21/2025Cornerstone Wealth Management LLC5,422$687K0.0%+2.4%0.004%
1/21/2025Brighton Jones LLC19,284$2.44M0.1%-19.0%0.015%
1/17/2025 Secure Asset Management LLC1,613$204K0.0%N/A0.001%
1/17/2025 Avior Wealth Management LLC26,733$3.38M0.1%+6.7%0.021%
1/17/2025 Mutual Advisors LLC43,864$5.77M0.2%+6.9%0.034%
1/17/2025 Olistico Wealth LLC22,776$2.89M1.7%+4.9%0.018%
1/17/2025 Janney Montgomery Scott LLC72,983$9.25M0.0%N/A0.056%
1/17/2025 Bartlett & CO. Wealth Management LLC116,973$14.83M0.2%-4.2%0.090%
1/17/2025 Paragon Financial Partners Inc.14,032$1.78M1.3%+14.6%0.011%
1/17/2025 Park Place Capital Corp14,213$1.80M0.5%+6.1%0.011%
1/17/2025 Daymark Wealth Partners LLC2,234$283K0.0%-14.3%0.002%
1/17/2025 Finley Financial LLC3,765$490K0.3%N/A0.003%
1/17/2025 Albion Financial Group UT1,101$140K0.0%+450.5%0.001%
1/17/2025 ERTS Wealth Advisors LLC10,756$1.36M0.3%-2.7%0.008%
1/17/2025 Global Trust Asset Management LLC13,806$1.75M0.7%-12.4%0.011%
1/17/2025 Advisory Alpha LLC2,775$352K0.0%+19.1%0.002%
1/17/2025 XML Financial LLC79,301$10.05M0.9%+0.6%0.061%
1/17/2025 Octavia Wealth Advisors LLC7,564$959K0.1%-3.0%0.006%
1/17/2025 Prosperity Planning Inc.2,677$339K0.1%-5.5%0.002%
1/17/2025 Clear Harbor Asset Management LLC49,475$6.27M0.5%+4.8%0.038%
1/16/2025 Pure Financial Advisors LLC4,809$610K0.0%+4.5%0.004%
1/16/2025 Harbor Investment Advisory LLC18,457$2.34M0.2%-3.9%0.014%
1/16/2025 Corundum Group Inc.55,242$7.00M2.6%-2.1%0.043%
1/16/2025 Wealth Management Partners LLC9,022$1.14M0.5%-1.5%0.007%
1/16/2025 Willner & Heller LLC11,367$1.44M1.3%+2.1%0.009%
1/16/2025 Mechanics Bank Trust Department114,495$14.51M1.9%-1.4%0.089%
1/16/2025 LVW Advisors LLC4,799$608K0.1%N/A0.004%
1/16/2025 City Holding Co.3,079$390K0.1%+6.6%0.002%
1/16/2025 Annex Advisory Services LLC3,952$501K0.0%-3.7%0.003%
1/16/2025 Evanson Asset Management LLC1,662$211K0.0%N/A0.001%
1/16/2025 Brady Martz Wealth Solutions LLC41,015$5.26M1.3%N/A0.032%
1/16/2025 Delta Capital Management LLC7,000$887K0.3%N/A0.005%
1/16/2025 Perkins Coie Trust Co1,027$130K0.0%-23.7%0.001%
1/16/2025 Stillwater Capital Advisors LLC10,768$1.37M0.2%-1.6%0.008%
1/15/2025 GenWealth Group Inc.163,909$20.78M4.7%-0.2%0.127%
1/15/2025 Whitaker Myers Wealth Managers LTD.107,773$13.66M4.0%+8.7%0.083%
1/15/2025 Ballew Advisors Inc20,182$2.56M1.6%+1.3%0.016%
1/15/2025 Taylor & Morgan Wealth Management LLC11,156$1.41M1.0%-2.2%0.009%
1/15/2025 Krilogy Financial LLC231,284$29.32M2.0%-4.0%0.179%
1/15/2025 Ameritas Advisory Services LLC21,828$2.77M0.1%+119.8%0.017%
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1/15/2025 HB Wealth Management LLC5,849$741K0.0%+1.3%0.005%
1/15/2025 Trust Co. of Vermont4,873$618K0.0%+4.9%0.004%
1/15/2025 CGN Advisors LLC2,197$278K0.0%+4.7%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.3,170$402K0.0%-11.0%0.002%
1/15/2025 Integrated Investment Consultants LLC335,642$42.54M0.9%-7.4%0.259%
1/15/2025 Arkadios Wealth Advisors19,802$2.51M0.1%-1.8%0.015%
1/15/2025 Mason & Associates LLC3,203$406K0.1%-6.2%0.002%
1/15/2025 Dominguez Wealth Management Solutions Inc.14,186$1.80M1.3%-0.7%0.011%
1/15/2025 LongView Wealth Management2,659$337K0.1%+11.3%0.002%
1/15/2025 Sax Wealth Advisors LLC10,670$1.35M0.1%-1.1%0.008%
1/15/2025 Merit Financial Group LLC20,781$2.63M0.0%+950.1%0.016%
1/15/2025 Householder Group Estate & Retirement Specialist LLC2,854$361K0.3%-28.9%0.002%
1/15/2025 Saxon Interests Inc.5,545$703K0.3%-3.4%0.004%
1/15/2025 Wealthcare Advisory Partners LLC9,657$1.22M0.0%+4.4%0.007%
1/15/2025 KMG Fiduciary Partners LLC57,623$7.30M0.6%+2.3%0.045%
1/15/2025 Decker Retirement Planning Inc.1,512$192K0.1%N/A0.001%
1/15/2025 Occidental Asset Management LLC92,438$11.72M1.8%-1.0%0.071%
1/15/2025 Certified Advisory Corp17,044$2.16M0.2%+18.0%0.013%
1/15/2025 Tallon Kerry Patrick14,694$1.87M1.8%N/A0.011%
1/14/2025 Mason & Associates Inc1,686$214K0.1%N/A0.001%
1/14/2025 Steph & Co.3,272$415K0.1%-8.3%0.003%
1/14/2025 Rovin Capital UT ADV9,055$1.15M0.4%+38.6%0.007%
1/14/2025 Contravisory Investment Management Inc.5,288$670K0.1%-5.9%0.004%
1/14/2025 Essex Savings Bank5,204$660K0.2%+2.1%0.004%
1/14/2025 Stephens Group Asset Management LLC444,870$56.39M4.7%-0.4%0.344%
1/14/2025 CHURCHILL MANAGEMENT Corp109,019$13.82M0.2%-5.2%0.084%
1/14/2025 Acropolis Investment Management LLC1,675$212K0.0%+7.1%0.001%
1/14/2025 Park Avenue Securities LLC44,236$5.61M0.1%+55.8%0.034%
1/14/2025 Fifth Third Wealth Advisors LLC3,225$409K0.0%+15.0%0.002%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.1,683$213K0.1%N/A0.001%
1/13/2025 AdvisorNet Financial Inc18,361$2.33M0.2%-40.6%0.014%
1/13/2025 Miracle Mile Advisors LLC10,743$1.36M0.0%-5.7%0.008%
1/13/2025 Elevated Capital Advisors LLC2,686$340K0.1%-17.0%0.002%
1/13/2025 Cooper Financial Group2,811$356K0.0%-5.4%0.002%
1/13/2025 Wedmont Private Capital1,699$216K0.0%-15.9%0.001%
1/13/2025 Eagle Bay Advisors LLC392$50K0.0%+259.6%0.000%
1/13/2025 Thomasville National Bank13,394$1.70M0.1%-5.4%0.010%
1/13/2025 Brookstone Capital Management13,908$1.76M0.0%+1.6%0.011%
1/13/2025 EWG Elevate Inc.12,549$1.59M0.5%N/A0.010%
1/10/2025 Atlas Brown Inc.33,784$4.28M1.5%-0.3%0.026%
1/10/2025 Wealth Enhancement Advisory Services LLC118,689$13.92M0.0%+1.2%0.092%
1/8/2025 International Assets Investment Management LLC4,355$555K0.0%-98.0%0.003%
1/7/2025 Diversified Trust Co5,708$723K0.0%+5.4%0.004%
1/3/2025 Dentgroup LLC18,866$2.39M1.8%-25.5%0.015%
12/26/2024JPMorgan Chase & Co.792,804$92.99M0.0%-8.2%0.613%
12/19/2024Principal Financial Group Inc.7,300$856K0.0%-68.4%0.006%
12/13/2024B. Riley Wealth Advisors Inc.82,671$9.68M0.3%-14.5%0.064%
12/11/20241ST Source Bank12,196$1.43M0.1%+3.7%0.009%
12/10/2024Garden State Investment Advisory Services LLC6,678$783K0.2%-3.7%0.005%
11/27/2024Franklin Resources Inc.14,463$1.76M0.0%-2.2%0.011%
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This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

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11/26/2024Peapack Gladstone Financial Corp44,508$5.22M0.1%-6.2%0.034%
11/25/2024Synovus Financial Corp148,414$17.41M0.2%-0.1%0.115%
11/25/2024Wilmington Savings Fund Society FSB9,373$1.10M0.0%+9.2%0.007%
11/25/2024Broadview Financial Management LLC2,094$246K0.2%N/A0.002%
11/25/2024World Investment Advisors LLC2,998$352K0.0%N/A0.002%
11/25/2024Sanctuary Advisors LLC78,476$9.20M0.1%+18.7%0.061%
11/20/2024Passumpsic Savings Bank12,066$1.42M0.9%+7.5%0.009%
11/19/2024Barclays PLC920$108K0.0%-99.7%0.001%
11/19/2024M&T Bank Corp341,839$40.09M0.1%-2.6%0.264%
11/18/2024TD Private Client Wealth LLC42,664$5.00M0.1%-4.5%0.033%
(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, 958 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 776 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 62,108,169 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 580 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 31,217,532 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 1/21/2025 by MarketBeat.com Staff
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