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

iShares Russell Mid-Cap Growth ETF logo
$130.42 -4.54 (-3.36%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$130.44 +0.02 (+0.01%)
As of 02/21/2025 07:17 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.

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

Number of
Institutional Buyers
(last 12 months)
612
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
439
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
2/21/2025Ascent Group LLC1,615$205K0.0%N/A0.001%
2/20/2025 Forum Financial Management LP1,691$214K0.0%N/A0.001%
2/20/2025Kingstone Capital Partners Texas LLC1,954$248K0.2%N/A0.001%
2/19/2025 Orin Green Financial LLC9,178$1.16M0.5%-3.5%0.007%
2/19/2025 Pinney & Scofield Inc.509$65K0.1%N/A0.000%
2/18/2025 Sunbelt Securities Inc.1,256$160K0.0%+33.3%0.001%
2/18/2025 Investmark Advisory Group LLC5,736$727K0.4%+1.8%0.004%
2/18/2025 MidWestOne Financial Group Inc.10,058$1.28M0.2%-2.5%0.008%
2/18/2025 Elequin Capital LP551$70K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC52,402$6.64M0.1%+345.9%0.041%
2/18/2025 White Knight Strategic Wealth Advisors LLC10,478$1.33M0.6%+96.6%0.008%
2/17/2025 Vance Wealth LLC53,806$6.82M2.6%-4.8%0.042%
2/17/2025 Waverly Advisors LLC147,955$18.75M0.3%+84.8%0.114%
2/17/2025 Visionary Wealth Advisors1,933$245K0.0%-5.6%0.001%
2/17/2025 St. Clair Advisors LLC3,658$464K0.1%N/A0.003%
2/17/2025 Tolleson Wealth Management Inc.28,435$3.60M0.7%-7.9%0.022%
2/17/2025 Strive Asset Management LLC17,643$2.24M1.7%N/A0.014%
2/17/2025 Snowden Capital Advisors LLC2,694$341K0.0%N/A0.002%
2/17/2025 Royal Bank of Canada820,727$104.03M0.0%+21.7%0.635%
2/17/2025 Pathstone Holdings LLC91,773$11.66M0.1%-9.0%0.071%
2/17/2025 NorthRock Partners LLC96,521$12.23M0.4%+107.6%0.075%
2/17/2025 Millennium Management LLC2,100$266K0.0%-74.1%0.002%
2/17/2025 Lazard Asset Management LLC2,365$299K0.0%-58.2%0.002%
2/17/2025Jefferies Financial Group Inc.37,554$4.76M0.0%+1.0%0.029%
2/17/2025 KKM Financial LLC4,011$546K0.2%N/A0.003%
2/17/2025 Focus Partners Wealth435,849$55.29M0.1%+670.9%0.337%
2/17/2025 Fiduciary Trust Co10,533$1.34M0.0%+7.4%0.008%
2/17/2025 Fred Alger Management LLC31,385$3.98M0.0%N/A0.024%
2/17/2025 Clark Capital Management Group Inc.6,855$869K0.0%+92.1%0.005%
2/17/2025 Deutsche Bank AG746$95K0.0%-52.4%0.001%
2/17/2025 EP Wealth Advisors LLC139,776$17.72M0.1%+0.9%0.108%
2/17/2025 CoreCap Advisors LLC481$61K0.0%+97.1%0.000%
2/17/2025 Cresset Asset Management LLC43,331$5.49M0.0%-3.3%0.033%
2/17/2025 Cetera Investment Advisers417,179$52.88M0.1%+4.7%0.323%
2/17/2025 BOKF NA133,676$16.97M0.3%+0.6%0.103%
2/17/2025 Captrust Financial Advisors149,768$18.98M0.1%+25.5%0.116%
2/17/2025 Cary Street Partners Financial LLC8,161$1.03M0.0%N/A0.006%
2/17/2025 Baird Financial Group Inc.225,483$28.58M0.1%+9.8%0.174%
2/17/2025 Bank of America Corp DE7,281,997$922.99M0.1%+2.2%5.630%
2/17/2025 Bearing Point Capital LLC6,783$860K0.2%N/A0.005%
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2/17/2025 Ameriprise Financial Inc.2,571,830$326.09M0.1%-1.4%1.988%
2/17/2025 Aptus Capital Advisors LLC419$53K0.0%-16.7%0.000%
2/17/2025 Allegheny Financial Group15,364$1.95M0.5%+18.9%0.012%
2/14/2025 Mercer Global Advisors Inc. ADV48,109$6.10M0.0%-7.1%0.037%
2/14/2025 Keel Point LLC9,744$1.24M0.1%+13.5%0.008%
2/14/2025 FAS Wealth Partners Inc.10,735$1.36M0.1%-1.5%0.008%
2/14/2025 Eagle Strategies LLC26,980$3.42M0.6%-0.3%0.021%
2/14/2025 Widmann Financial Services Inc.29,022$3.68M2.8%-17.1%0.022%
2/14/2025 Wise Wealth Partners3,574$453K1.1%N/A0.003%
2/14/2025 Rehmann Capital Advisory Group14,522$1.84M0.1%+3.3%0.011%
2/14/2025 WealthCollab LLC743$94K0.1%-9.8%0.001%
2/14/2025 Becker Capital Management Inc.25,199$3.19M0.1%-0.5%0.019%
2/14/2025 Comerica Bank285,771$36.22M0.1%+10.8%0.221%
2/14/2025 Lido Advisors LLC162,860$20.64M0.1%+276.7%0.126%
2/14/2025 Northern Trust Corp160,055$20.29M0.0%+5.1%0.124%
2/14/2025 Bellwether Advisors LLC553$70K0.0%N/A0.000%
2/14/2025 Parkshore Wealth Management Inc.3,460$439K0.3%N/A0.003%
2/14/2025 Beacon Pointe Advisors LLC23,819$3.02M0.0%+0.9%0.018%
2/14/2025 Piedmont Capital Management LLC59,232$7.54M4.5%N/A0.046%
2/14/2025 Prosperity Consulting Group LLC49,230$6.24M0.5%+0.2%0.038%
2/14/2025 Johnson Financial Group Inc.38,449$5.18M0.2%-36.1%0.030%
2/14/2025 American Family Investments Inc.549,210$69.61M3.4%+1.5%0.425%
2/14/2025 Coldstream Capital Management Inc.38,428$4.87M0.1%+7.0%0.030%
2/14/2025 Capital Analysts LLC17,341$2.20M0.1%+54.7%0.013%
2/14/2025 Two Sigma Securities LLC1,918$243K0.0%-25.7%0.001%
2/14/2025 Rothschild Capital Partners LLC3,502$444K0.1%-14.9%0.003%
2/14/2025 Kovitz Investment Group Partners LLC76,963$9.76M0.0%-11.1%0.059%
2/14/2025 Topsail Wealth Management LLC4,131$524K0.1%N/A0.003%
2/14/2025 Stonebridge Capital Advisors LLC18,985$2.41M0.2%-14.2%0.015%
2/14/2025 Hancock Whitney Corp2,845$361K0.0%N/A0.002%
2/14/2025 Voya Investment Management LLC10,707$1.36M0.0%-89.3%0.008%
2/14/2025 Integrated Wealth Concepts LLC24,917$3.16M0.0%+121.7%0.019%
2/14/2025 Coppell Advisory Solutions LLC9,212$1.18M0.2%-46.5%0.007%
2/14/2025 MGO One Seven LLC4,125$523K0.0%-2.9%0.003%
2/14/2025 FSA Wealth Management LLC136,225$17.27M7.0%-2.4%0.105%
2/14/2025 Hsbc Holdings PLC181,711$23.03M0.0%-3.7%0.140%
2/14/2025 IHT Wealth Management LLC12,400$1.57M0.1%-4.3%0.010%
2/14/2025 Stifel Financial Corp129,060$16.36M0.0%-9.9%0.100%
2/14/2025 OneDigital Investment Advisors LLC5,727$726K0.0%+7.3%0.004%
2/14/2025 Tower Research Capital LLC TRC 11,901$1.51M0.0%N/A0.009%
2/14/2025 Tradition Wealth Management LLC13,498$1.71M0.2%-0.7%0.010%
2/14/2025 Transce3nd LLC2,073$264K0.1%N/A0.002%
2/14/2025 MML Investors Services LLC170,391$21.60M0.1%+10.3%0.132%
2/14/2025 Curi RMB Capital LLC119,708$15.17M0.3%-0.1%0.093%
2/14/2025 First Citizens Asset Management Inc.89,818$11.38M4.2%+33.4%0.069%
2/14/2025 Forum Financial Management LP1,691$214K0.0%N/A0.001%
2/14/2025 Freedom Investment Management Inc.4,595$582K0.0%-1.6%0.004%
2/14/2025 GeoWealth Management LLC2,356$299K0.0%+12,988.9%0.002%
2/14/2025 Broadleaf Partners LLC19,948$2.53M0.6%+1.1%0.015%
2/14/2025 Commerce Bank1,808,625$229.24M1.4%-2.6%1.398%
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2/14/2025 Concourse Financial Group Securities Inc.9,126$1.23M0.1%-18.2%0.007%
2/14/2025 Cadence Bank10,371$1.32M0.1%-26.1%0.008%
2/13/2025 Capital Square LLC7,515$1.02M0.6%-1.5%0.006%
2/13/2025 MSH Capital Advisors LLC25,686$3.26M1.0%N/A0.020%
2/13/2025 NewEdge Advisors LLC66,660$8.45M0.1%+11.4%0.052%
2/13/2025 Lifelong Wealth Advisors Inc.13,573$1.72M0.8%N/A0.010%
2/13/2025 Evergreen Capital Management LLC8,684$1.10M0.0%+11.2%0.007%
2/13/2025 United Capital Financial Advisors LLC21,404$2.71M0.0%-3.3%0.017%
2/13/2025 Montag & Caldwell LLC675$86K0.0%N/A0.001%
2/13/2025 Belpointe Asset Management LLC6,504$824K0.0%+16.3%0.005%
(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, 1,060 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), Bank of America Corp DE ($922.99M), Wells Fargo & Company MN ($660.73M), Jones Financial Companies Lllp ($575.15M), and TIAA Trust National Association ($423.71M).Learn more on IWP's institutional investors.

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

Of the 864 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 ($22.56M), TIAA Trust National Association ($11.09M), Wellington Management Group LLP ($2.25M), Envestnet Portfolio Solutions Inc. ($1.93M), Strategic Financial Concepts LLC ($1.36M), Barclays PLC ($1.10M), and Raymond James Financial Inc. ($996.52K).

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

Institutional investors have bought a total of 65,074,014 shares in the last 24 months. This purchase volume represents approximately $6.58B in transactions.

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

Of the 614 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 ($7.00M), Envestnet Asset Management Inc. ($3.50M), First Citizens Bank & Trust Co. ($1.91M), Bank of America Corp DE ($1.71M), American Family Insurance Mutual Holding Co ($1.29M), Barclays PLC ($956.82K), and Congress Asset Management Co. MA ($792.14K).

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

Institutional investors have sold a total of 29,410,822 shares in the last 24 months. This volume of shares sold represents approximately $3.01B in transactions.



This page (NYSEARCA:IWP) was last updated on 2/22/2025 by MarketBeat.com Staff
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