iShares Russell Mid-Cap GrowIWPETF
13F holders, Q3 2025 (September 30)1,163holders −4
60new positions
57sold out
3famous investors
$142.45avg. 13F price*
At the end of Q3 2025, 1,163 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, down 4 from Q2 2025. 60 opened new positions and 57 sold out. The largest holders were Morgan Stanley ($2.8B), Bank of America Corp. ($878.7M) and Jones Financial Companies LLLP ($795.0M). 3 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 Ken Fisher (0.0% of Fisher Asset 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $294.5M |
| Exits | 57 | $77.3M |
All 13F filers, Q2 2025 → Q3 2025: 12,735,522 shares bought and 2,828,953 shares sold, net +9,906,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,163 holders
| Morgan Stanley | 0.17% | Add +2.3% | 19,819,977 | $2.8B |
| Bank of America Corp. | 0.07% | Reduce -6.9% | 6,170,360 | $878.7M |
| Jones Financial Companies LLLP | 0.54% | Add +6.6% | 5,577,746 | $795.0M |
| Envestnet Asset Management Inc. | 0.22% | Add +171.1% | 5,397,376 | $768.6M |
| Wells Fargo & Company | 0.15% | Add +1.2% | 5,229,200 | $744.7M |
| First Command Advisory Services, Inc. | 3.67% | Add +80392.3% | 3,554,538 | $506.2M |
| Ameriprise Financial Inc. | 0.08% | Add +1.0% | 2,551,080 | $363.3M |
| LPL Financial LLC | 0.10% | Add +3.6% | 2,455,158 | $349.6M |
| PNC Financial Services Group, Inc. | 0.21% | Reduce -0.8% | 2,445,568 | $348.3M |
| Tiaa Trust, National Association | 0.84% | Reduce -4.4% | 2,428,897 | $345.9M |
| Commonwealth Equity Services, LLC | 0.44% | Reduce -4.2% | 2,392,379 | $340.7M |
| UBS Group AG | 0.06% | Add +1.4% | 2,315,376 | $329.7M |
| Cassaday & Co Wealth Management LLC | 6.95% | Add +0.4% | 2,118,203 | $301.7M |
| Vantagepoint Investment Advisers LLC | 2.20% | New | 1,895,296 | $269.9M |
| Envestnet Portfolio Solutions, Inc. | 0.96% | Add +13.5% | 1,821,506 | $259.4M |
| First Citizens Bank & Trust Co. | 5.21% | Add +14.2% | 1,697,745 | $241.8M |
| Commerce Bank | 1.32% | Reduce -3.5% | 1,662,368 | $236.7M |
| US Bancorp \de | 0.26% | Reduce -0.3% | 1,567,496 | $223.2M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Reduce -1.5% | 1,328,199 | $189.1M |
| Cullen/Frost Bankers, Inc. | 1.98% | Add +25.0% | 1,194,862 | $170.2M |
| FMR LLC | 0.01% | Add +0.6% | 1,174,648 | $167.3M |
| Osaic Holdings, Inc. | 0.22% | Add +5.6% | 1,118,642 | $159.6M |
| Raymond James Financial Inc. | 0.04% | Add +12.4% | 901,525 | $128.4M |
| Financial Advisory Corp | 15.55% | Reduce -2.1% | 741,438 | $105.6M |
| JPMorgan Chase & Co. | 0.01% | Add +9.2% | 731,419 | $104.2M |
| Pacific Life Fund Advisors LLC | 10.26% | Reduce -8.0% | 701,989 | $100.0M |
| Truist Financial Corp. | 0.13% | Reduce -0.5% | 676,290 | $96.3M |
| Cetera Investment Advisers | 0.11% | Add +59.2% | 667,880 | $95.1M |
| Royal Bank of Canada | 0.02% | Add +2.9% | 651,550 | $92.8M |
| CIBC Private Wealth Group LLC | 0.16% | Reduce -1.4% | 642,422 | $91.5M |
| Mariner, LLC | 0.11% | Reduce -2.2% | 618,245 | $88.0M |
| Focus Partners Wealth | 0.13% | Add +32.6% | 571,828 | $81.4M |
| Stephens Inc. | 0.99% | Add +0.5% | 544,940 | $77.6M |
| Stephens Group Asset Management, LLC | 5.15% | Add +1.4% | 536,543 | $76.4M |
| Equitable Holdings, Inc. | 0.54% | Add +1.2% | 515,677 | $73.4M |
| American Family Investments, Inc. | 3.75% | Reduce -3.9% | 502,798 | $71.6M |
| BNP Paribas Financial Markets | 0.06% | Add +102.1% | 501,000 | $71.3M |
| Zions Bancorporation, National Association | 3.35% | Reduce -4.2% | 475,310 | $67.7M |
| Rodgers & Associates, LTD | 6.02% | Reduce -2.6% | 410,026 | $58.4M |
| Johnson Investment Counsel Inc. | 0.48% | Reduce -0.5% | 402,757 | $57.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.8% | 400,641 | $57.1M |
| Creative Planning | 0.04% | Reduce -1.5% | 384,009 | $54.7M |
| GLOBALT Investments LLC / GA | 2.00% | Reduce -2.1% | 383,970 | $54.7M |
| Wescott Financial Advisory Group, LLC | 4.32% | Reduce -2.9% | 338,238 | $48.2M |
| AMG National Trust Bank | 1.16% | Add +1.4% | 334,634 | $47.7M |
| HighTower Advisors, LLC | 0.05% | Add +38.1% | 332,205 | $47.3M |
| Integrated Investment Consultants, LLC | 8.02% | Reduce -0.7% | 331,728 | $47.2M |
| M&T Bank Corp | 0.15% | Reduce -1.4% | 314,036 | $44.7M |
| Truepoint, Inc. | 0.95% | Reduce -0.8% | 286,402 | $40.8M |
| Comerica Bank | 0.15% | Add +3.9% | 285,797 | $40.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +4.6% | 279,512 | $39.8M |
| Wealthspire Advisors, LLC | 0.20% | Add +0.2% | 273,026 | $38.9M |
| Cedar Mountain Advisors, LLC | 7.54% | Reduce -3.8% | 272,064 | $38.7M |
| Krilogy Financial LLC | 1.40% | Add +11.3% | 266,847 | $37.2M |
| Bank of Hawaii | 1.71% | Add +2.5% | 240,446 | $34.2M |
| Moneta Group Investment Advisors LLC | 0.27% | Add +0.6% | 237,990 | $33.9M |
| Badgley Phelps Wealth Managers, LLC | 0.71% | Add +0.7% | 236,619 | $33.7M |
| Baird Financial Group, Inc. | 0.05% | Add +9.2% | 232,952 | $33.2M |
| Lido Advisors, LLC | 0.13% | Add +2.4% | 214,572 | $30.6M |
| Congress Asset Management Co. | 0.20% | Add +38.7% | 210,106 | $29.9M |
| RTD Financial Advisors, Inc. | 3.57% | Reduce -3.4% | 208,332 | $29.7M |
| Jacobi Capital Management LLC | 1.80% | Add +0.8% | 207,892 | $29.6M |
| Fifth Third Bancorp | 0.09% | Reduce -2.4% | 206,409 | $29.4M |
| Oppenheimer & Co. Inc. | 0.36% | Reduce -1.3% | 204,544 | $29.1M |
| Accredited Investors Inc. | 1.59% | Reduce -2.6% | 200,795 | $28.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.4% | 196,092 | $27.9M |
| Orion Porfolio Solutions, LLC | 0.22% | Reduce -25.6% | 195,024 | $27.8M |
| SVB Wealth LLC | 1.46% | Add +6.2% | 190,430 | $27.1M |
| Natixis Advisors, LLC | 0.04% | Add +17.9% | 185,143 | $26.4M |
| GenWealth Group, Inc. | 4.90% | Reduce -3.8% | 184,910 | $26.3M |
| Hantz Financial Services, Inc. | 0.39% | Add +7.5% | 181,459 | $25.8M |
| Bokf, NA | 0.38% | Add +1.6% | 176,804 | $25.2M |
| Keybank National Association | 0.09% | Reduce -7.6% | 175,839 | $25.0M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +8.5% | 173,791 | $24.7M |
| MML Investors Services, LLC | 0.06% | Reduce -6.9% | 170,532 | $24.3M |
| Waverly Advisors, LLC | 0.23% | Add +6.0% | 165,109 | $23.5M |
| Corient Private Wealth LP | 0.04% | Add +3.3% | 162,590 | $23.2M |
| Kestra Advisory Services, LLC | 0.11% | Add +30.8% | 161,512 | $23.0M |
| Bank of Montreal | 0.01% | Reduce -1.3% | 154,812 | $22.0M |
| Midwest Trust Co | 0.28% | Add +18.9% | 153,503 | $21.9M |
| Captrust Financial Advisors | 0.04% | Reduce -2.0% | 150,315 | $21.4M |
| Stifel Financial Corp. | 0.02% | Add +8.2% | 149,742 | $21.3M |
| Northern Trust Corp. | 0.00% | Reduce -6.5% | 147,253 | $21.0M |
| Brown Advisory Inc. | 0.03% | Add +279.5% | 144,660 | $20.6M |
| Bishop & Co Investment Management, LLC | 6.83% | Reduce -0.1% | 143,469 | $20.4M |
| Mesirow Financial Investment Management, Inc. | 0.36% | Add +0.8% | 142,861 | $20.3M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +2.9% | 139,505 | $19.9M |
| Synovus Financial Corp. | 0.22% | Add +1.3% | 136,009 | $19.4M |
| Whitaker-Myers Wealth Managers, LTD. | 4.22% | Add +5.5% | 135,831 | $19.3M |
| Financial Partners Group, Inc | 2.40% | Add +0.1% | 135,561 | $19.3M |
| Mechanics Bank Trust Department | 2.71% | Add +11.3% | 135,359 | $19.3M |
| One Capital Management, LLC | 0.61% | Reduce -14.2% | 133,471 | $19.0M |
| MAI Capital Management | 0.12% | Reduce -0.3% | 133,346 | $19.0M |
| Private Advisor Group, LLC | 0.09% | Reduce -0.5% | 133,334 | $19.0M |
| LBJ Family Wealth Advisors, Ltd. | 10.34% | Reduce -2.2% | 133,197 | $19.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +12.1% | 130,099 | $18.5M |
| FSA Wealth Management LLC | 6.74% | Reduce -1.4% | 129,327 | $18.4M |
| Pinnacle Financial Partners Inc | 0.43% | Add +3.3% | 125,430 | $17.9M |
| Falcon Wealth Planning | 1.59% | Add +3.4% | 123,899 | $17.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.1% | 119,635 | $17.1M |
"% 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.