iShares Russell Mid-Cap GrowIWPETF
13F holders, Q2 2025 (June 30)1,167holders +78
123new positions
44sold out
5famous investors
$138.55avg. 13F price*
At the end of Q2 2025, 1,167 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, up 78 from Q1 2025. 123 opened new positions and 44 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($918.8M) and Jones Financial Companies LLLP ($719.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $162.6M |
| Exits | 44 | $59.1M |
All 13F filers, Q1 2025 → Q2 2025: 4,811,056 shares bought and 7,449,308 shares sold, net −2,638,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,167 holders
| Morgan Stanley | 0.18% | Add +5.8% | 19,367,119 | $2.7B |
| Bank of America Corp. | 0.07% | Reduce -21.8% | 6,625,157 | $918.8M |
| Jones Financial Companies LLLP | 0.55% | Add +7.6% | 5,231,840 | $719.0M |
| Wells Fargo & Company | 0.16% | Add +1.5% | 5,168,799 | $716.8M |
| Tiaa Trust, National Association | 0.92% | Reduce -9.1% | 2,540,797 | $352.3M |
| Ameriprise Financial Inc. | 0.09% | Add +1.1% | 2,524,819 | $350.4M |
| Commonwealth Equity Services, LLC | 0.46% | Add +0.0% | 2,498,366 | $346.5M |
| PNC Financial Services Group, Inc. | 0.22% | Reduce -7.5% | 2,464,458 | $341.8M |
| LPL Financial LLC | 0.11% | Add +3.1% | 2,368,998 | $328.5M |
| UBS Group AG | 0.07% | Add +0.8% | 2,283,766 | $316.7M |
| Cassaday & Co Wealth Management LLC | 7.32% | Reduce -0.3% | 2,110,082 | $292.6M |
| Envestnet Asset Management Inc. | 0.08% | Add +3.2% | 1,990,778 | $276.1M |
| Commerce Bank | 1.41% | Reduce -2.9% | 1,722,755 | $238.9M |
| Envestnet Portfolio Solutions, Inc. | 0.82% | Reduce -12.5% | 1,604,455 | $222.5M |
| US Bancorp \de | 0.27% | Add +0.8% | 1,572,826 | $218.1M |
| First Citizens Bank & Trust Co. | 3.73% | Reduce -13.5% | 1,486,571 | $206.2M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +21.2% | 1,348,494 | $187.0M |
| FMR LLC | 0.01% | Reduce -0.8% | 1,168,105 | $162.0M |
| Osaic Holdings, Inc. | 0.26% | Add +8.8% | 1,059,513 | $146.8M |
| Cullen/Frost Bankers, Inc. | 1.66% | Add +15.8% | 956,036 | $132.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -15.5% | 801,901 | $111.2M |
| Pacific Life Fund Advisors LLC | 11.34% | Add +0.4% | 763,166 | $105.8M |
| Financial Advisory Corp | 16.11% | Add +2.9% | 757,092 | $105.0M |
| Truist Financial Corp. | 0.14% | Reduce -46.1% | 679,533 | $94.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.5% | 669,575 | $92.9M |
| CIBC Private Wealth Group LLC | 0.16% | Reduce -7.3% | 651,452 | $90.3M |
| Royal Bank of Canada | 0.02% | Reduce -5.0% | 633,203 | $87.8M |
| Mariner, LLC | 0.13% | Add +2.3% | 632,430 | $87.7M |
| Stephens Inc. | 1.03% | Add +2.0% | 542,492 | $75.2M |
| Stephens Group Asset Management, LLC | 5.28% | Add +3.9% | 528,903 | $73.3M |
| American Family Investments, Inc. | 3.96% | Reduce -10.0% | 523,294 | $72.6M |
| Equitable Holdings, Inc. | 0.58% | Add +0.3% | 509,448 | $70.7M |
| Zions Bancorporation, National Association | 3.69% | Reduce -1.6% | 496,003 | $68.8M |
| Focus Partners Wealth | 0.13% | Reduce -1.9% | 431,338 | $59.8M |
| Rodgers & Associates, LTD | 6.42% | Add +0.2% | 421,189 | $58.4M |
| Cetera Investment Advisers | 0.10% | Reduce -0.1% | 419,450 | $58.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.1% | 407,911 | $56.6M |
| Johnson Investment Counsel Inc. | 0.50% | Reduce -3.7% | 404,889 | $56.1M |
| GLOBALT Investments LLC / GA | 2.08% | Reduce -8.5% | 392,268 | $54.4M |
| Creative Planning | 0.05% | Add +1.9% | 389,945 | $54.1M |
| Wescott Financial Advisory Group, LLC | 4.62% | Reduce -3.5% | 348,373 | $48.3M |
| Integrated Investment Consultants, LLC | 9.10% | Reduce -14.9% | 334,003 | $46.3M |
| AMG National Trust Bank | 1.20% | Add +1.1% | 329,913 | $45.8M |
| M&T Bank Corp | 0.15% | Reduce -3.0% | 318,390 | $44.2M |
| Truepoint, Inc. | 1.00% | Add +15.5% | 288,646 | $40.0M |
| Cedar Mountain Advisors, LLC | 8.15% | Reduce -0.1% | 282,810 | $39.2M |
| Comerica Bank | 0.15% | Reduce -2.7% | 274,988 | $38.1M |
| Wealthspire Advisors, LLC | 0.21% | Reduce -2.4% | 272,482 | $37.8M |
| Barclays PLC | 0.02% | Add +1580.0% | 271,820 | $37.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +40.5% | 267,134 | $37.0M |
| Orion Porfolio Solutions, LLC | 0.31% | Add +0.5% | 262,309 | $36.4M |
| BNP Paribas Financial Markets | 0.03% | Reduce -55.3% | 247,849 | $34.4M |
| HighTower Advisors, LLC | 0.04% | Add +1.3% | 240,515 | $33.4M |
| Krilogy Financial LLC | 1.91% | Add +0.6% | 239,811 | $33.3M |
| Moneta Group Investment Advisors LLC | 0.39% | Add +14.9% | 236,698 | $32.8M |
| Badgley Phelps Wealth Managers, LLC | 0.72% | Add +1.1% | 235,058 | $32.6M |
| Bank of Hawaii | 1.72% | Add +17.6% | 234,607 | $32.5M |
| RTD Financial Advisors, Inc. | 3.83% | Reduce -19.9% | 215,586 | $29.9M |
| Baird Financial Group, Inc. | 0.05% | Reduce -4.8% | 213,419 | $29.6M |
| Fifth Third Bancorp | 0.10% | Reduce -1.8% | 211,556 | $29.3M |
| Lido Advisors, LLC | 0.15% | Add +16.3% | 209,468 | $29.0M |
| Oppenheimer & Co. Inc. | 0.38% | Add +2.5% | 207,311 | $28.7M |
| Accredited Investors Inc. | 1.69% | Reduce -5.1% | 206,230 | $28.6M |
| Jacobi Capital Management LLC | 1.90% | New | 206,202 | $28.6M |
| EP Wealth Advisors, LLC | 0.18% | Reduce -37.2% | 198,690 | $27.6M |
| GenWealth Group, Inc. | 5.38% | New | 192,302 | $26.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.3% | 191,467 | $26.6M |
| Keybank National Association | 0.10% | Reduce -1.3% | 190,308 | $26.4M |
| MML Investors Services, LLC | 0.07% | Add +7.5% | 183,153 | $25.4M |
| SVB Wealth LLC | 1.33% | New | 179,397 | $24.9M |
| HSBC Holdings PLC | 0.02% | Reduce -1.8% | 176,897 | $24.5M |
| Bokf, NA | 0.39% | Add +6.6% | 173,998 | $24.1M |
| Hantz Financial Services, Inc. | 0.38% | Reduce -1.0% | 168,860 | $23.4M |
| AE Wealth Management LLC | 0.17% | Reduce -7.8% | 165,701 | $23.0M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -2.6% | 160,241 | $22.2M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 157,571 | $21.9M |
| Corient Private Wealth LP | 0.03% | Reduce -50.5% | 157,374 | $21.8M |
| Natixis Advisors, LLC | 0.03% | Reduce -31.8% | 156,999 | $21.8M |
| Bank of Montreal | 0.01% | Add +4.3% | 156,769 | $21.7M |
| Waverly Advisors, LLC | 0.24% | Add +6.7% | 155,749 | $21.6M |
| One Capital Management, LLC | 0.75% | Reduce -52.1% | 155,540 | $21.6M |
| Captrust Financial Advisors | 0.05% | Add +1.9% | 153,410 | $21.3M |
| Congress Asset Management Co. | 0.14% | Reduce -68.4% | 151,473 | $21.0M |
| Bishop & Co Investment Management, LLC | 7.16% | Reduce -0.8% | 143,605 | $19.9M |
| Mesirow Financial Investment Management, Inc. | 0.38% | Reduce -48.6% | 141,784 | $19.7M |
| Systelligence, LLC | 3.59% | Reduce -16.5% | 140,062 | $19.4M |
| Stifel Financial Corp. | 0.02% | Add +1.6% | 138,339 | $19.2M |
| LBJ Family Wealth Advisors, Ltd. | 10.98% | Add +0.2% | 136,164 | $18.9M |
| Kestra Private Wealth Services, LLC | 0.27% | Add +2.4% | 135,531 | $18.8M |
| Financial Partners Group, Inc | 2.60% | Add +6.1% | 135,414 | $18.8M |
| Synovus Financial Corp. | 0.23% | Reduce -1.6% | 134,293 | $18.6M |
| Private Advisor Group, LLC | 0.10% | Add +1.3% | 133,980 | $18.6M |
| MAI Capital Management | 0.13% | Add +8.7% | 133,791 | $18.6M |
| FSA Wealth Management LLC | 7.10% | Reduce -2.3% | 131,203 | $18.2M |
| Midwest Trust Co | 0.25% | — | 129,155 | $17.9M |
| Whitaker-Myers Wealth Managers, LTD. | 4.50% | Add +10.2% | 128,703 | $17.8M |
| Avantax Planning Partners, Inc. | 0.54% | Reduce -14.7% | 123,567 | $17.1M |
| Kestra Advisory Services, LLC | 0.08% | Add +2.7% | 123,512 | $17.1M |
| Bank of New York Mellon Corp | 0.00% | Add +11.8% | 123,348 | $17.1M |
| Mechanics Bank Trust Department | 2.42% | Add +16.6% | 121,667 | $16.9M |
"% 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.