Who Owns IWP?
iShares Russell Mid-Cap Growth ETF — Institutional Ownership & 13F Holdings
$134.18
-1.74 (-1.28%)
Market Cap
$19.7B
Shares Outstanding
143,700,380
Institutional Holders
1,065
Total Inst. Value
$10.0B
% of Float Held
—
QoQ Holder Change
+435
Institutional data as of Q1 2025
New Positions
245
Closed Positions
85
Increased
280
Decreased
309
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $2.2B | 18,305,885 |
| 2 | BANK OF AMERICA CORP /DE/ | $994.7M | 8,466,540 |
| 3 | WELLS FARGO & COMPANY/MN | $598.2M | 5,091,554 |
| 4 | JONES FINANCIAL COMPANIES LLLP | $553.0M | 4,707,054 |
| 5 | TIAA TRUST, NATIONAL ASSOCIATION | $328.2M | 2,793,630 |
| 6 | AMERIPRISE FINANCIAL INC | $293.0M | 2,498,199 |
| 7 | UBS Group AG | $266.2M | 2,265,787 |
| 8 | Cassaday & Co Wealth Management LLC | $248.6M | 2,115,641 |
| 9 | FIRST CITIZENS BANK & TRUST CO | $201.9M | 1,718,557 |
| 10 | US BANCORP \DE\ | $183.4M | 1,561,171 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +231K | $2.2B |
| BANK OF AMERICA CORP /DE/ | +1.2M | $994.7M |
| JONES FINANCIAL COMPANIES LLLP | +169K | $553.0M |
| US BANCORP \DE\ | +76K | $183.4M |
| TRUIST FINANCIAL CORP | +551K | $148.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -718K | $717K |
| TIAA TRUST, NATIONAL ASSOCIATION | -548K | $328.2M |
| GLOBALT Investments LLC / GA | -402K | $50.3M |
| BARCLAYS PLC | -254K | $1.9M |
| CONGRESS ASSET MANAGEMENT CO | -208K | $56.3M |
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Frequently Asked Questions
How many institutional investors hold IWP?
As of Q1 2025, 1065 institutional investors report holding IWP (iShares Russell Mid-Cap Growth ETF) in their 13F filings.
Which hedge fund owns the most IWP?
The largest institutional holder of IWP is MORGAN STANLEY with $2.2B in shares.
Are institutions buying or selling IWP?
This quarter, 245 institutions opened new positions in IWP and 85 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.