iShares Russell Mid-Cap GrowIWPETF
13F holders, Q2 2024 (June 30)1,017holders −22
53new positions
73sold out
4famous investors
$109.65avg. 13F price*
At the end of Q2 2024, 1,017 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, down 22 from Q1 2024. 53 opened new positions and 73 sold out. The largest holders were Morgan Stanley ($1.2B), Bank of America Corp. ($689.1M) and Wells Fargo & Company ($561.2M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $57.9M |
| Exits | 73 | $142.4M |
All 13F filers, Q1 2024 → Q2 2024: 3,884,234 shares bought and 10,897,981 shares sold, net −7,013,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,017 holders
| Morgan Stanley | 0.09% | Reduce -1.9% | 10,813,443 | $1.2B |
| Bank of America Corp. | 0.07% | Add +6.5% | 6,245,106 | $689.1M |
| Wells Fargo & Company | 0.15% | Reduce -4.4% | 5,085,311 | $561.2M |
| Tiaa Trust, National Association | 1.45% | Reduce -59.3% | 4,269,035 | $471.2M |
| Jones Financial Companies LLLP | 0.54% | Add +5.0% | 4,209,488 | $464.5M |
| PNC Financial Services Group, Inc. | 0.20% | Reduce -1.8% | 2,775,304 | $306.3M |
| Commonwealth Equity Services, LLC | 0.48% | Reduce -5.9% | 2,722,419 | $300.4M |
| Ameriprise Financial Inc. | 0.07% | Reduce -0.5% | 2,321,032 | $256.8M |
| UBS Group AG | 0.08% | Reduce -1.9% | 2,255,850 | $248.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +2.6% | 2,243,857 | $247.6M |
| Cassaday & Co Wealth Management LLC | 7.24% | Add +1.6% | 2,086,822 | $230.3M |
| Commerce Bank | 1.35% | Reduce -2.9% | 1,894,564 | $209.1M |
| LPL Financial LLC | 0.09% | Reduce -3.0% | 1,632,617 | $180.2M |
| Envestnet Portfolio Solutions, Inc. | 0.59% | Add +2.2% | 1,543,573 | $170.3M |
| US Bancorp \de | 0.23% | Reduce -1.0% | 1,518,810 | $167.6M |
| First Citizens Bank & Trust Co. | 2.98% | Add +1.8% | 1,431,399 | $158.0M |
| FMR LLC | 0.01% | Reduce -1.6% | 1,191,657 | $131.5M |
| GLOBALT Investments LLC / GA | 4.04% | Add +1.1% | 915,566 | $101.0M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +6.7% | 871,432 | $96.2M |
| JPMorgan Chase & Co. | 0.01% | Add +0.3% | 863,841 | $95.3M |
| Truist Financial Corp. | 0.14% | Reduce -3.6% | 831,005 | $91.7M |
| Focus Partners Wealth | 0.28% | Add +93.4% | 739,110 | $82.8M |
| Cullen/Frost Bankers, Inc. | 1.18% | Add +0.1% | 737,351 | $81.4M |
| Royal Bank of Canada | 0.02% | Add +9.2% | 735,954 | $81.2M |
| CIBC Private Wealth Group LLC | 0.15% | Reduce -0.3% | 699,065 | $77.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -34.9% | 684,940 | $75.6M |
| Osaic Holdings, Inc. | 0.18% | Reduce -11.8% | 679,903 | $75.0M |
| American Family Investments, Inc. | 5.36% | — | 666,994 | $73.6M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -3.0% | 631,576 | $69.7M |
| Equitable Holdings, Inc. | 0.71% | Reduce -1.5% | 609,005 | $67.2M |
| Zions Bancorporation, N.A. | 5.23% | Reduce -24.9% | 591,630 | $65.3M |
| Mariner, LLC | 0.12% | Add +5.6% | 539,636 | $59.5M |
| Stephens Inc. | 0.84% | Add +0.4% | 500,685 | $55.3M |
| Summit Rock Advisors, LP | 15.96% | Reduce -5.9% | 467,742 | $51.6M |
| Stephens Group Asset Management, LLC | 4.57% | Reduce -0.5% | 453,608 | $50.1M |
| Rodgers & Associates, LTD | 6.14% | Reduce -1.5% | 432,539 | $47.7M |
| Johnson Investment Counsel Inc. | 0.48% | Reduce -2.8% | 415,178 | $45.8M |
| Cetera Investment Advisers | 0.10% | Add +1.9% | 398,770 | $44.0M |
| HSBC Holdings PLC | 0.03% | Add +97.1% | 377,890 | $41.7M |
| Creative Planning | 0.04% | Reduce -3.4% | 360,888 | $39.8M |
| M&T Bank Corp | 0.13% | Add +0.1% | 350,870 | $38.7M |
| Raymond James & Associates | 0.02% | Reduce -0.1% | 330,271 | $36.4M |
| One Capital Management, LLC | 1.22% | Add +21.5% | 323,838 | $35.7M |
| AMG National Trust Bank | 0.96% | Add +2.5% | 321,760 | $35.5M |
| RTD Financial Advisors, Inc. | 4.59% | Add +4.5% | 309,024 | $34.1M |
| Hantz Financial Services, Inc. | 0.58% | Reduce -4.7% | 274,050 | $30.2M |
| Cedar Mountain Advisors, LLC | 7.43% | Add +0.9% | 272,819 | $30.1M |
| Barclays PLC | 0.01% | Reduce -37.2% | 272,740 | $30.1M |
| Comerica Bank | 0.12% | Reduce -1.1% | 266,067 | $29.4M |
| Krilogy Financial LLC | 2.12% | Reduce -0.1% | 260,490 | $28.7M |
| Orion Porfolio Solutions, LLC | 0.30% | Reduce -0.7% | 258,257 | $28.5M |
| Orion Portfolio Solutions, LLC | 0.30% | Reduce -0.7% | 258,257 | $28.5M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.6% | 244,071 | $26.9M |
| Truepoint, Inc. | 0.77% | Reduce -3.0% | 243,209 | $26.8M |
| Accredited Investors Inc. | 1.58% | Reduce -3.4% | 230,220 | $25.4M |
| Badgley Phelps Wealth Managers, LLC | 0.61% | Add +0.0% | 224,543 | $24.8M |
| Fifth Third Bancorp | 0.09% | Reduce -3.0% | 220,815 | $24.4M |
| Prudential Financial Inc. | 0.04% | Add +2.1% | 216,446 | $23.9M |
| AE Wealth Management LLC | 0.23% | Add +7.1% | 204,004 | $22.5M |
| Wellington Management Group LLP | 0.00% | New | 203,488 | $22.5M |
| BlackRock Inc. | 0.00% | Add +0.0% | 196,307 | $21.7M |
| Baird Financial Group, Inc. | 0.04% | Add +1.7% | 192,957 | $21.3M |
| Keybank National Association | 0.09% | Reduce -1.4% | 191,056 | $21.1M |
| Bank of New York Mellon Corp | 0.00% | Add +80.1% | 188,152 | $20.8M |
| Arax Advisory Partners | 2.01% | Reduce -7.6% | 187,199 | $20.7M |
| Moneta Group Investment Advisors LLC | 0.33% | Reduce -0.8% | 185,824 | $20.5M |
| Corient Private Wealth LP | 0.04% | Add +34.8% | 185,707 | $20.5M |
| Integrated Investment Consultants, LLC | 5.57% | No change | 177,257 | $20.2M |
| Falcon Wealth Planning | 2.59% | Reduce -4.0% | 180,381 | $19.9M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.9% | 179,438 | $19.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | No change | 177,000 | $19.5M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 170,991 | $18.9M |
| Steward Partners Investment Advisory, LLC | 0.20% | Reduce -0.1% | 169,711 | $18.7M |
| Sterling Manor Financial, LLC | 14.15% | Add +18.1% | 168,489 | $18.6M |
| Congress Asset Management Co. | 0.13% | Add +25.2% | 165,205 | $18.2M |
| GenWealth Group, Inc. | 4.35% | Add +1.3% | 160,237 | $17.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.43% | Reduce -15.3% | 156,772 | $17.3M |
| MML Investors Services, LLC | 0.07% | Add +5.3% | 152,630 | $16.8M |
| Bishop & Co Investment Management, LLC | 10.21% | Add +0.0% | 152,538 | $16.8M |
| Bank of Montreal | 0.01% | Reduce -0.0% | 150,087 | $16.6M |
| Synovus Financial Corp. | 0.22% | Add +0.7% | 148,621 | $16.4M |
| Stifel Financial Corp. | 0.02% | Add +17.4% | 144,969 | $16.0M |
| Natixis Advisors, LLC | 0.03% | Add +565.3% | 140,107 | $15.5M |
| Legacy Edge Advisors, LLC | 2.83% | Add +2.7% | 139,360 | $15.4M |
| LBJ Family Wealth Advisors, Ltd. | 9.59% | Reduce -1.8% | 138,300 | $15.3M |
| Private Advisor Group, LLC | 0.10% | Add +1.3% | 135,807 | $15.0M |
| SVB Wealth LLC | 0.37% | Add +14.2% | 135,020 | $14.9M |
| Ausdal Financial Partners, Inc. | 1.58% | Reduce -1.5% | 134,251 | $14.8M |
| Bokf, NA | 0.27% | Reduce -1.8% | 134,034 | $14.8M |
| Avantax Planning Partners, Inc. | 0.46% | Reduce -52.3% | 129,990 | $14.3M |
| HUB Investment Partners, LLC | 0.69% | Add +11.8% | 129,234 | $14.3M |
| Kestra Private Wealth Services, LLC | 0.28% | Reduce -0.1% | 128,121 | $14.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -22.9% | 124,295 | $13.7M |
| Bartlett & Co. Wealth Management LLC | 0.20% | Reduce -3.0% | 122,413 | $13.5M |
| JMG Financial Group, Ltd. | 0.50% | Reduce -4.3% | 121,609 | $13.4M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -9.5% | 123,029 | $13.3M |
| Curi Capital, LLC | 0.32% | Reduce -0.1% | 120,052 | $13.2M |
| UMB Bank, n.a. | 0.22% | Reduce -2.8% | 119,350 | $13.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +11.1% | 118,462 | $13.1M |
| CHURCHILL MANAGEMENT Corp | 0.15% | Reduce -0.5% | 116,322 | $12.8M |
"% 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.