iShares Russell Mid-Cap GrowIWPETF
13F holders, Q1 2025 (March 31)1,089holders −48
55new positions
87sold out
4famous investors
$117.33avg. 13F price*
At the end of Q1 2025, 1,089 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, down 48 from Q4 2024. 55 opened new positions and 87 sold out. The largest holders were Morgan Stanley ($2.2B), Bank of America Corp. ($994.7M) and Wells Fargo & Company ($598.2M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Russell Mid-Cap Grow
- CUSIP
- 464287481
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $265.2M |
| Exits | 87 | $194.9M |
All 13F filers, Q4 2024 → Q1 2025: 8,409,797 shares bought and 5,254,706 shares sold, net +3,155,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,089 holders
| Morgan Stanley | 0.15% | Add +1.3% | 18,305,885 | $2.2B |
| Bank of America Corp. | 0.09% | Add +16.3% | 8,466,540 | $994.7M |
| Wells Fargo & Company | 0.14% | Reduce -2.3% | 5,091,554 | $598.2M |
| Jones Financial Companies LLLP | 0.51% | Add +7.1% | 4,861,523 | $571.9M |
| Tiaa Trust, National Association | 1.02% | Reduce -16.4% | 2,793,630 | $328.2M |
| PNC Financial Services Group, Inc. | 0.16% | Reduce -0.8% | 2,665,206 | $313.1M |
| Commonwealth Equity Services, LLC | 0.42% | Add +0.7% | 2,497,849 | $293.5M |
| Ameriprise Financial Inc. | 0.08% | Reduce -2.9% | 2,498,199 | $293.0M |
| LPL Financial LLC | 0.11% | Add +6.7% | 2,298,746 | $270.0M |
| UBS Group AG | 0.06% | Reduce -1.8% | 2,265,787 | $266.2M |
| Cassaday & Co Wealth Management LLC | 6.99% | Reduce -1.1% | 2,115,641 | $248.6M |
| Envestnet Asset Management Inc. | 0.07% | Add +19.0% | 1,929,629 | $226.7M |
| Envestnet Portfolio Solutions, Inc. | 0.82% | Reduce -2.5% | 1,833,962 | $215.5M |
| Commerce Bank | 1.33% | Reduce -1.9% | 1,773,862 | $208.4M |
| First Citizens Bank & Trust Co. | 5.13% | Reduce -4.1% | 1,718,557 | $201.9M |
| US Bancorp \de | 0.25% | Add +5.1% | 1,561,171 | $183.4M |
| Truist Financial Corp. | 0.24% | Add +77.7% | 1,260,419 | $148.1M |
| FMR LLC | 0.01% | Add +2.4% | 1,177,529 | $138.3M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +14.3% | 1,112,493 | $130.7M |
| Osaic Holdings, Inc. | 0.26% | Add +120.3% | 973,684 | $114.4M |
| Raymond James Financial Inc. | 0.04% | Reduce -4.8% | 948,800 | $111.5M |
| Cullen/Frost Bankers, Inc. | 1.36% | Add +11.1% | 825,357 | $97.0M |
| JPMorgan Chase & Co. | 0.01% | Add +3.5% | 812,037 | $95.4M |
| Pacific Life Fund Advisors LLC | 10.02% | New | 760,451 | $89.3M |
| Financial Advisory Corp | 14.31% | Add +0.0% | 736,020 | $86.5M |
| Royal Bank of Canada | 0.02% | Reduce -18.8% | 666,801 | $78.3M |
| CIBC Private Wealth Group LLC | 0.15% | Reduce -9.7% | 702,977 | $73.3M |
| Mariner, LLC | 0.12% | Add +8.6% | 618,411 | $72.7M |
| American Family Investments, Inc. | 4.74% | Add +5.8% | 581,294 | $68.3M |
| BNP Paribas Financial Markets | 0.05% | New | 554,411 | $65.1M |
| Stephens Inc. | 0.92% | Add +8.2% | 531,836 | $62.5M |
| Stephens Group Asset Management, LLC | 4.82% | Add +14.4% | 509,081 | $59.8M |
| Equitable Holdings, Inc. | 0.57% | Reduce -8.2% | 507,835 | $59.7M |
| Zions Bancorporation, National Association | 3.74% | — | 504,050 | $59.2M |
| Congress Asset Management Co. | 0.42% | Reduce -30.2% | 479,570 | $56.3M |
| Focus Partners Wealth | 0.13% | Add +0.8% | 439,533 | $51.6M |
| GLOBALT Investments LLC / GA | 2.06% | Reduce -48.4% | 428,518 | $50.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.1% | 421,168 | $49.5M |
| Rodgers & Associates, LTD | 6.02% | Add +0.5% | 420,417 | $49.4M |
| Johnson Investment Counsel Inc. | 0.48% | Reduce -1.4% | 420,320 | $49.4M |
| Cetera Investment Advisers | 0.10% | Add +0.6% | 419,840 | $49.3M |
| Creative Planning | 0.04% | Reduce -0.1% | 382,708 | $45.0M |
| Wescott Financial Advisory Group, LLC | 4.40% | Add +5.7% | 361,063 | $42.4M |
| Wellington Management Group LLP | 0.01% | New | 343,920 | $40.4M |
| Integrated Investment Consultants, LLC | 8.03% | Add +17.0% | 392,629 | $40.3M |
| M&T Bank Corp | 0.14% | Reduce -2.2% | 328,356 | $38.6M |
| AMG National Trust Bank | 1.07% | Add +1.9% | 326,156 | $38.3M |
| One Capital Management, LLC | 1.29% | Reduce -6.8% | 324,457 | $38.1M |
| Corient Private Wealth LP | 0.06% | Add +86.9% | 317,870 | $37.3M |
| EP Wealth Advisors, LLC | 0.30% | Add +126.3% | 316,353 | $37.2M |
| Cedar Mountain Advisors, LLC | 7.45% | Reduce -0.3% | 283,228 | $33.3M |
| Comerica Bank | 0.14% | Reduce -1.1% | 282,590 | $33.2M |
| Wealthspire Advisors, LLC | 0.20% | Add +120.4% | 279,270 | $32.8M |
| Mesirow Financial Investment Management, Inc. | 0.63% | Add +109.3% | 275,786 | $32.4M |
| RTD Financial Advisors, Inc. | 4.25% | Reduce -14.3% | 269,288 | $31.6M |
| Orion Porfolio Solutions, LLC | 0.30% | Reduce -7.2% | 261,079 | $30.7M |
| Orion Portfolio Solutions, LLC | 0.30% | Reduce -7.2% | 261,079 | $30.7M |
| Truepoint, Inc. | 0.80% | Add +6.2% | 249,881 | $29.4M |
| Krilogy Financial LLC | 1.81% | Add +3.0% | 238,321 | $28.0M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.7% | 237,394 | $27.9M |
| Badgley Phelps Wealth Managers, LLC | 0.66% | Add +2.1% | 232,384 | $27.3M |
| Natixis Advisors, LLC | 0.05% | Add +74.3% | 230,118 | $27.0M |
| Baird Financial Group, Inc. | 0.05% | Reduce -0.6% | 224,174 | $26.3M |
| Accredited Investors Inc. | 1.59% | Reduce -2.7% | 217,406 | $25.5M |
| Fifth Third Bancorp | 0.10% | Reduce -1.9% | 215,432 | $25.3M |
| Summit Rock Advisors, LP | 17.18% | Reduce -35.3% | 210,489 | $24.7M |
| Moneta Group Investment Advisors LLC | 0.33% | Add +3.1% | 205,915 | $24.2M |
| Oppenheimer & Co. Inc. | 0.36% | Add +12.9% | 202,296 | $23.8M |
| Bank of Hawaii | 1.35% | Add +51.7% | 199,447 | $23.4M |
| Keybank National Association | 0.09% | Add +3.6% | 192,874 | $22.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.7% | 190,060 | $22.3M |
| Black Swift Group, LLC | 5.03% | Add +323.8% | 189,196 | $22.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.4% | 189,057 | $22.2M |
| Nuveen, LLC | 0.01% | — | 186,496 | $21.9M |
| HSBC Holdings PLC | 0.01% | Reduce -0.9% | 180,136 | $21.2M |
| Lido Advisors, LLC | 0.13% | Add +10.6% | 180,119 | $21.2M |
| AE Wealth Management LLC | 0.18% | Reduce -11.0% | 179,651 | $21.1M |
| Arax Advisory Partners | 1.30% | Reduce -2.8% | 172,014 | $20.2M |
| Hantz Financial Services, Inc. | 0.35% | Add +5.3% | 170,496 | $20.0M |
| MML Investors Services, LLC | 0.07% | Reduce -0.1% | 170,305 | $20.0M |
| Systelligence, LLC | 4.73% | New | 167,725 | $19.7M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -5.0% | 164,491 | $19.3M |
| Bokf, NA | 0.34% | Add +22.1% | 163,208 | $19.2M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 154,549 | $18.2M |
| Legacy Edge Advisors, LLC | 2.83% | Add +5.5% | 154,163 | $18.1M |
| Captrust Financial Advisors | 0.04% | Add +0.6% | 150,603 | $17.7M |
| Bank of Montreal | 0.01% | Reduce -2.1% | 150,276 | $17.7M |
| Waverly Advisors, LLC | 0.21% | Reduce -1.3% | 146,038 | $17.2M |
| Avantax Planning Partners, Inc. | 0.60% | Add +90.8% | 144,803 | $17.0M |
| Bishop & Co Investment Management, LLC | 6.58% | Reduce -5.8% | 144,771 | $17.0M |
| Synovus Financial Corp. | 0.21% | Reduce -5.3% | 136,427 | $16.0M |
| Stifel Financial Corp. | 0.02% | Add +5.5% | 136,146 | $16.0M |
| LBJ Family Wealth Advisors, Ltd. | 10.19% | Reduce -0.6% | 135,835 | $16.0M |
| Bellwether Advisors, LLC | 3.30% | Add +24226.0% | 134,523 | $15.8M |
| FSA Wealth Management LLC | 6.70% | Reduce -1.4% | 134,270 | $15.8M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +0.6% | 132,350 | $15.5M |
| Private Advisor Group, LLC | 0.09% | Reduce -0.0% | 132,284 | $15.5M |
| Heck Capital Advisors, LLC | 1.74% | Add +0.7% | 131,841 | $15.5M |
| Falcon Wealth Planning | 1.70% | Reduce -17.6% | 130,449 | $15.3M |
| Financial Partners Group, Inc | 2.31% | Add +518.7% | 127,612 | $15.0M |
"% 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.