iShares Russell Mid-Cap GrowIWPETF
13F holders, Q4 2024 (December 31)1,137holders +115
98new positions
32sold out
5famous investors
$126.80avg. 13F price*
At the end of Q4 2024, 1,137 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, up 115 from Q3 2024. 98 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($2.3B), Bank of America Corp. ($923.0M) and Wells Fargo & Company ($660.7M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $191.5M |
| Exits | 32 | $149.3M |
All 13F filers, Q3 2024 → Q4 2024: 14,372,839 shares bought and 2,764,093 shares sold, net +11,608,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,137 holders
| Morgan Stanley | 0.16% | Add +67.1% | 18,074,393 | $2.3B |
| Bank of America Corp. | 0.09% | Add +2.2% | 7,281,997 | $923.0M |
| Wells Fargo & Company | 0.16% | Add +4.2% | 5,212,818 | $660.7M |
| Jones Financial Companies LLLP | 0.55% | Add +3.0% | 4,537,638 | $575.1M |
| Tiaa Trust, National Association | 1.29% | Reduce -5.2% | 3,341,377 | $423.7M |
| PNC Financial Services Group, Inc. | 0.23% | Add +1.1% | 2,687,537 | $340.6M |
| Ameriprise Financial Inc. | 0.08% | Reduce -1.4% | 2,571,830 | $326.1M |
| Commonwealth Equity Services, LLC | 0.46% | Add +0.2% | 2,481,155 | $314.5M |
| UBS Group AG | 0.07% | Add +0.8% | 2,306,463 | $292.3M |
| LPL Financial LLC | 0.11% | Add +18.8% | 2,154,407 | $273.1M |
| Cassaday & Co Wealth Management LLC | 7.40% | Add +0.3% | 2,139,686 | $271.2M |
| Envestnet Portfolio Solutions, Inc. | 0.78% | Add +26.1% | 1,881,474 | $238.5M |
| Commerce Bank | 1.41% | Reduce -2.6% | 1,808,625 | $229.2M |
| First Citizens Bank & Trust Co. | 4.17% | Add +25.6% | 1,791,302 | $227.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.0% | 1,621,098 | $205.5M |
| US Bancorp \de | 0.25% | Add +5.7% | 1,485,364 | $188.3M |
| FMR LLC | 0.01% | Reduce -1.1% | 1,150,158 | $145.8M |
| Raymond James Financial Inc. | 0.05% | — | 996,523 | $126.3M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +9.0% | 972,902 | $123.3M |
| GLOBALT Investments LLC / GA | 4.03% | Reduce -5.5% | 830,783 | $105.3M |
| Royal Bank of Canada | 0.02% | Add +21.7% | 820,727 | $104.0M |
| CIBC Private Wealth Group LLC | 0.18% | Add +12.5% | 778,500 | $100.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.0% | 784,846 | $99.5M |
| Cullen/Frost Bankers, Inc. | 1.29% | Reduce -0.5% | 742,700 | $94.1M |
| Financial Advisory Corp | 16.28% | — | 735,876 | $93.3M |
| Truist Financial Corp. | 0.14% | Reduce -0.1% | 709,330 | $89.9M |
| Congress Asset Management Co. | 0.59% | Add +86.8% | 687,453 | $87.1M |
| Angeles Investment Advisors, LLC | 3.86% | New | 632,300 | $80.1M |
| Mariner, LLC | 0.12% | Add +0.5% | 569,205 | $72.1M |
| Equitable Holdings, Inc. | 0.67% | Reduce -9.3% | 553,318 | $70.1M |
| American Family Investments, Inc. | 3.37% | Add +1.5% | 549,210 | $69.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +41.4% | 547,830 | $69.4M |
| Zions Bancorporation, N.A. | 4.01% | Reduce -1.6% | 501,821 | $63.6M |
| Stephens Inc. | 0.87% | Reduce -2.1% | 491,504 | $62.3M |
| Stephens Group Asset Management, LLC | 4.70% | Reduce -0.4% | 444,870 | $56.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -7.3% | 441,918 | $56.0M |
| Focus Partners Wealth | 0.14% | Add +671.6% | 436,239 | $55.3M |
| Johnson Investment Counsel Inc. | 0.53% | Reduce -0.3% | 426,150 | $54.0M |
| Rodgers & Associates, LTD | 6.32% | Reduce -4.3% | 418,369 | $53.0M |
| Cetera Investment Advisers | 0.11% | Add +4.7% | 417,179 | $52.9M |
| Creative Planning | 0.05% | Add +5.8% | 382,954 | $48.5M |
| One Capital Management, LLC | 1.46% | Reduce -1.5% | 348,231 | $44.1M |
| Wescott Financial Advisory Group, LLC | 4.49% | Add +482.5% | 341,734 | $43.3M |
| M&T Bank Corp | 0.14% | Reduce -1.8% | 335,736 | $42.6M |
| Integrated Investment Consultants, LLC | 8.78% | Reduce -7.3% | 335,642 | $42.5M |
| Summit Rock Advisors, LP | 13.98% | Add +11.1% | 325,342 | $41.2M |
| AMG National Trust Bank | 1.13% | Add +0.3% | 319,992 | $40.8M |
| RTD Financial Advisors, Inc. | 5.11% | Reduce -3.2% | 314,191 | $39.8M |
| Comerica Bank | 0.15% | Add +10.8% | 285,771 | $36.2M |
| Cedar Mountain Advisors, LLC | 7.91% | Add +2.7% | 284,013 | $36.0M |
| Orion Porfolio Solutions, LLC | 0.36% | Add +5.1% | 281,200 | $35.6M |
| Orion Portfolio Solutions, LLC | 0.36% | Add +5.1% | 281,200 | $35.6M |
| Barclays PLC | 0.02% | Add +29282.6% | 270,320 | $34.3M |
| HighTower Advisors, LLC | 0.04% | Add +2.9% | 244,064 | $30.9M |
| Truepoint, Inc. | 0.80% | Reduce -2.9% | 235,216 | $29.8M |
| Krilogy Financial LLC | 1.96% | Reduce -4.0% | 231,284 | $29.3M |
| Badgley Phelps Wealth Managers, LLC | 0.67% | Add +0.7% | 227,486 | $28.8M |
| Baird Financial Group, Inc. | 0.05% | Add +9.8% | 225,483 | $28.6M |
| Accredited Investors Inc. | 1.66% | Reduce -1.8% | 223,403 | $28.3M |
| Fifth Third Bancorp | 0.10% | Reduce -1.0% | 219,501 | $27.8M |
| AE Wealth Management LLC | 0.22% | Add +0.6% | 201,776 | $25.6M |
| Moneta Group Investment Advisors LLC | 0.35% | Add +1.1% | 199,645 | $25.3M |
| SVB Wealth LLC | 0.47% | Add +514.8% | 197,924 | $25.1M |
| Keybank National Association | 0.09% | Reduce -1.2% | 186,197 | $23.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.2% | 184,995 | $23.4M |
| HSBC Holdings PLC | 0.01% | Reduce -3.7% | 181,711 | $23.0M |
| Rockefeller Capital Management L.P. | 0.06% | Add +2.7% | 179,378 | $22.7M |
| Oppenheimer & Co. Inc. | 0.34% | Add +128.7% | 179,136 | $22.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +40.8% | 178,113 | $22.6M |
| Arax Advisory Partners | 1.41% | Add +4.4% | 176,945 | $22.4M |
| Steward Partners Investment Advisory, LLC | 0.19% | Reduce -0.8% | 173,060 | $21.9M |
| MML Investors Services, LLC | 0.07% | Add +10.3% | 170,391 | $21.6M |
| Corient Private Wealth LP | 0.04% | Reduce -12.1% | 170,092 | $21.5M |
| GenWealth Group, Inc. | 4.73% | Reduce -0.2% | 163,909 | $20.8M |
| Lido Advisors, LLC | 0.13% | Add +276.7% | 162,860 | $20.6M |
| Hantz Financial Services, Inc. | 0.36% | Reduce -38.3% | 161,860 | $20.5M |
| Northern Trust Corp. | 0.00% | Add +5.1% | 160,055 | $20.3M |
| Falcon Wealth Planning | 2.24% | Add +0.9% | 158,215 | $20.1M |
| Bishop & Co Investment Management, LLC | 7.43% | Reduce -0.4% | 153,629 | $19.5M |
| Bank of Montreal | 0.01% | Add +0.2% | 153,464 | $19.5M |
| Captrust Financial Advisors | 0.05% | Add +25.5% | 149,768 | $19.0M |
| Waverly Advisors, LLC | 0.29% | Add +84.8% | 147,955 | $18.8M |
| Legacy Edge Advisors, LLC | 2.96% | Reduce -2.9% | 146,171 | $18.6M |
| Synovus Financial Corp. | 0.23% | Reduce -2.9% | 144,063 | $18.3M |
| EP Wealth Advisors, LLC | 0.14% | Add +0.9% | 139,776 | $17.7M |
| LBJ Family Wealth Advisors, Ltd. | 10.33% | Reduce -0.9% | 136,667 | $17.3M |
| FSA Wealth Management LLC | 7.01% | Reduce -2.4% | 136,225 | $17.3M |
| HWG Holdings LP | 5.56% | Add +722.4% | 134,007 | $17.0M |
| Bokf, NA | 0.29% | Add +0.6% | 133,676 | $17.0M |
| CW Advisors, LLC | 0.23% | Add +873.7% | 133,714 | $16.9M |
| Private Advisor Group, LLC | 0.09% | Reduce -3.0% | 132,340 | $16.8M |
| Natixis Advisors, LLC | 0.03% | Reduce -7.7% | 131,997 | $16.7M |
| Mesirow Financial Investment Management, Inc. | 0.33% | Add +48.8% | 131,751 | $16.7M |
| Kestra Private Wealth Services, LLC | 0.28% | Add +1.4% | 131,582 | $16.7M |
| Bank of Hawaii | 0.92% | Add +243.7% | 131,462 | $16.7M |
| Heck Capital Advisors, LLC | 1.90% | Add +71.7% | 130,964 | $16.6M |
| Stifel Financial Corp. | 0.02% | Reduce -9.9% | 129,060 | $16.4M |
| Wealthspire Advisors, LLC | 0.16% | Add +3.5% | 126,697 | $16.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +0.4% | 124,195 | $15.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.36% | Reduce -12.0% | 123,852 | $15.7M |
"% 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.