iShares Russell Mid-Cap GrowIWPETF
13F holders, Q2 2026 (June 30)1,221holders +40
96new positions
51sold out
4famous investors
$146.17avg. 13F price*
At the end of Q2 2026, 1,221 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, up 40 from Q1 2026. 96 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($2.9B), Bank of America Corp. ($1.0B) and Envestnet Asset Management Inc. ($858.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Mid-Cap Grow
- CUSIP
- 464287481
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $143.6M |
| Exits | 51 | $24.8M |
All 13F filers, Q1 2026 → Q2 2026: 4,822,466 shares bought and 4,992,594 shares sold, net −170,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,221 holders
| Morgan Stanley | 0.16% | Add +0.9% | 20,083,691 | $2.9B |
| Bank of America Corp. | 0.07% | Reduce -1.4% | 7,000,459 | $1.0B |
| Envestnet Asset Management Inc. | 0.20% | Add +1.6% | 5,866,456 | $858.9M |
| Wells Fargo & Company | 0.14% | Add +3.9% | 5,335,358 | $781.1M |
| First Command Advisory Services, Inc. | 3.43% | Reduce -0.2% | 3,941,675 | $577.1M |
| LPL Financial LLC | 0.09% | Add +3.1% | 2,726,167 | $399.1M |
| UBS Group AG | 0.06% | Reduce -1.2% | 2,718,424 | $398.0M |
| Ameriprise Financial Inc. | 0.08% | Reduce -2.3% | 2,542,307 | $373.5M |
| PNC Financial Services Group, Inc. | 0.18% | Reduce -0.4% | 2,424,157 | $354.9M |
| Cassaday & Co Wealth Management LLC | 6.17% | Add +2.7% | 2,243,150 | $328.4M |
| Commonwealth Equity Services, LLC | 0.41% | Reduce -1.6% | 2,218,307 | $324.8M |
| Vantagepoint Investment Advisers LLC | 2.31% | No change | 2,103,984 | $308.0M |
| Jones Financial Companies LLLP | 0.11% | Reduce -30.0% | 1,996,544 | $282.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.95% | Reduce -4.9% | 1,876,868 | $274.8M |
| Commerce Bank | 0.98% | Reduce -5.8% | 1,523,545 | $223.1M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +5.0% | 1,486,576 | $217.6M |
| US Bancorp \de | 0.22% | Reduce -14.5% | 1,353,964 | $198.2M |
| Envestnet Portfolio Solutions, Inc. | 0.95% | Reduce -17.9% | 1,352,671 | $198.0M |
| Plante Moran Financial Advisors, LLC | 9.02% | Add +556460.9% | 1,324,615 | $193.9M |
| Osaic Holdings, Inc. | 0.22% | Add +8.5% | 1,270,561 | $186.1M |
| First Citizens Bank & Trust Co. | 2.72% | Reduce -19.0% | 1,242,947 | $182.0M |
| Cullen/Frost Bankers, Inc. | 1.71% | Reduce -6.7% | 1,188,094 | $173.9M |
| FMR LLC | 0.01% | Reduce -3.3% | 1,138,018 | $166.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -3.9% | 996,753 | $145.9M |
| Royal Bank of Canada | 0.02% | Add +21.6% | 918,632 | $134.5M |
| Financial Advisory Corp | 14.44% | Reduce -5.0% | 743,948 | $108.9M |
| American Family Investments, Inc. | 1.91% | Add +16.6% | 723,817 | $106.0M |
| Cetera Investment Advisers | 0.10% | Add +4.7% | 722,419 | $105.8M |
| Mariner, LLC | 0.10% | Reduce -1.7% | 662,972 | $97.1M |
| Zions Bancorporation, National Association | 5.80% | Add +31.2% | 662,087 | $96.9M |
| Truist Financial Corp. | 0.11% | Add +0.6% | 641,849 | $94.0M |
| Focus Partners Wealth | 0.10% | Reduce -3.2% | 636,878 | $93.2M |
| CIBC Bancorp USA Inc. | 0.11% | Reduce -2.7% | 615,207 | $90.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.9% | 588,919 | $85.2M |
| Stephens Group Asset Management, LLC | 4.66% | Add +2.2% | 563,017 | $82.4M |
| Fifth Third Bancorp | 0.12% | Reduce -3.8% | 491,388 | $71.9M |
| Stephens Inc. | 0.80% | Reduce -7.3% | 485,385 | $71.1M |
| Equitable Holdings, Inc. | 0.40% | Reduce -16.9% | 461,131 | $67.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.9% | 452,315 | $66.2M |
| Rodgers & Associates, LTD | 5.79% | Add +1.0% | 435,416 | $63.7M |
| Creative Planning | 0.04% | Reduce -1.9% | 415,398 | $60.8M |
| Johnson Investment Counsel Inc. | 0.43% | Reduce -0.5% | 401,192 | $58.7M |
| BNP Paribas Financial Markets | 0.03% | Add +32.1% | 395,460 | $57.9M |
| Wellington Management Group LLP | 0.01% | New | 370,317 | $54.2M |
| AMG National Trust Bank | 1.03% | Add +0.9% | 340,414 | $49.8M |
| Wescott Financial Advisory Group, LLC | 3.84% | Add +0.3% | 338,838 | $49.6M |
| Truepoint, Inc. | 0.98% | Reduce -4.6% | 320,731 | $47.0M |
| Krilogy Financial LLC | 1.36% | Add +2.3% | 313,541 | $45.9M |
| M&T Bank Corp | 0.13% | Reduce -0.5% | 303,981 | $44.5M |
| Cedar Mountain Advisors, LLC | 6.96% | Add +1.1% | 276,200 | $40.4M |
| Natixis Advisors, LLC | 0.04% | Reduce -21.0% | 273,307 | $40.0M |
| Moneta Group Investment Advisors LLC | 0.28% | Reduce -0.5% | 255,257 | $37.4M |
| Badgley Phelps Wealth Managers, LLC | 0.64% | Add +1.6% | 250,932 | $36.7M |
| Pinnacle Financial Partners, Inc. | 0.25% | Reduce -1.2% | 250,670 | $36.7M |
| Baird Financial Group, Inc. | 0.05% | Add +1.8% | 249,376 | $36.5M |
| HighTower Advisors, LLC | 0.03% | Add +1.1% | 245,402 | $35.9M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.8% | 226,826 | $33.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -12.9% | 223,326 | $32.7M |
| Bokf, NA | 0.45% | Reduce -1.3% | 222,647 | $32.6M |
| Hantz Financial Services, Inc. | 0.43% | Reduce -1.6% | 216,541 | $31.7M |
| GenWealth Group, Inc. | 4.75% | New | 208,254 | $30.5M |
| RTD Financial Advisors, Inc. | 3.12% | Add +0.8% | 195,438 | $28.6M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -2.2% | 193,126 | $28.3M |
| Lido Advisors, LLC | 0.10% | Reduce -0.3% | 192,603 | $28.2M |
| EP Wealth Advisors, LLC | 0.11% | Reduce -0.9% | 190,389 | $27.9M |
| Oppenheimer & Co. Inc. | 0.29% | Reduce -6.2% | 187,930 | $27.5M |
| Orion Porfolio Solutions, LLC | 0.21% | Reduce -10.6% | 187,509 | $27.5M |
| Keybank National Association | 0.09% | Add +7.6% | 185,295 | $27.1M |
| Parkway Wealth Management Group, LLC | 3.12% | Add +0.4% | 184,822 | $27.1M |
| Stifel Financial Corp. | 0.02% | Add +9.3% | 177,600 | $26.0M |
| HSBC Holdings PLC | 0.01% | Add +1.2% | 175,551 | $25.7M |
| Pacific Life Fund Advisors LLC | 2.80% | Reduce -56.5% | 264,305 | $25.5M |
| Integrated Investment Consultants, LLC | 4.94% | Reduce -2.3% | 171,138 | $25.1M |
| Accredited Investors Inc. | 1.08% | Reduce -3.3% | 170,300 | $24.9M |
| SVB Wealth LLC | 1.56% | Reduce -4.6% | 169,224 | $24.8M |
| Pathstone Holdings, LLC | 0.07% | Add +68.3% | 168,554 | $24.7M |
| Bank of Montreal | 0.01% | Reduce -6.2% | 166,511 | $24.4M |
| Washington Trust Bank | 1.70% | Reduce -4.9% | 166,435 | $24.4M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +4.0% | 163,603 | $24.0M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -14.3% | 163,540 | $23.9M |
| Corient Private Wealth LP | 0.03% | Add +17.3% | 163,106 | $23.9M |
| Midwest Trust Co | 0.27% | Add +0.9% | 160,932 | $23.6M |
| MML Investors Services, LLC | 0.05% | Add +14.7% | 155,142 | $22.7M |
| Whitaker-Myers Wealth Managers, LTD. | 3.78% | Add +7.8% | 154,430 | $22.6M |
| Congress Asset Management Co. | 0.14% | Reduce -50.4% | 154,279 | $22.6M |
| AE Wealth Management LLC | 0.10% | Add +28.0% | 152,890 | $22.4M |
| MAI Capital Management | 0.09% | Reduce -6.0% | 152,623 | $22.3M |
| Tiaa Trust, National Association | 1.32% | Reduce -3.0% | 152,190 | $22.3M |
| Falcon Wealth Planning | 1.40% | Add +3.5% | 151,371 | $22.2M |
| StoryOne LLC | 10.25% | Add +0.0% | 148,100 | $21.7M |
| Mechanics Bank Trust Department | 2.64% | Add +4.2% | 145,534 | $21.3M |
| Mesirow Financial Investment Management, Inc. | 0.33% | Reduce -48.4% | 143,704 | $21.0M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -0.5% | 137,750 | $20.2M |
| Waverly Advisors, LLC | 0.12% | Reduce -22.1% | 135,272 | $19.8M |
| Intergy Private Wealth, LLC | 4.48% | Add +406.6% | 132,539 | $19.4M |
| LBJ Family Wealth Advisors, Ltd. | 9.61% | Reduce -0.9% | 130,287 | $18.9M |
| Northern Trust Corp. | 0.00% | Reduce -5.1% | 128,220 | $18.8M |
| Captrust Financial Advisors | 0.03% | Add +5.6% | 127,771 | $18.7M |
| Diversified Management Inc. | 3.89% | Add +1.0% | 124,322 | $18.2M |
| Stonebridge Financial Group, LLC | 1.34% | Add +2.3% | 120,345 | $17.6M |
"% of holder's portfolio" is IWP's weight in each manager's 13F, not the share of iShares Russell Mid-Cap Grow the manager owns.