iShares Russell Mid-Cap GrowIWPETF
13F holders, Q4 2025 (December 31)1,231holders +68
81new positions
64sold out
4famous investors
$136.76avg. 13F price*
At the end of Q4 2025, 1,231 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, up 68 from Q3 2025. 81 opened new positions and 64 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($971.2M) and Envestnet Asset Management Inc. ($822.7M). 4 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 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $68.9M |
| Exits | 64 | $71.9M |
All 13F filers, Q3 2025 → Q4 2025: 7,091,154 shares bought and 3,556,651 shares sold, net +3,534,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,231 holders
| Morgan Stanley | 0.16% | Reduce -2.1% | 19,403,290 | $2.7B |
| Bank of America Corp. | 0.07% | Add +14.9% | 7,092,149 | $971.2M |
| Envestnet Asset Management Inc. | 0.24% | Add +11.3% | 6,007,797 | $822.7M |
| Wells Fargo & Company | 0.14% | Add +1.3% | 5,299,199 | $725.7M |
| Jones Financial Companies LLLP | 0.40% | Reduce -15.2% | 4,731,983 | $648.0M |
| First Command Advisory Services, Inc. | 3.66% | Add +8.0% | 3,839,481 | $525.8M |
| Ameriprise Financial Inc. | 0.09% | Add +9.1% | 2,783,972 | $381.1M |
| LPL Financial LLC | 0.10% | Add +6.6% | 2,616,494 | $358.3M |
| PNC Financial Services Group, Inc. | 0.18% | Add +0.5% | 2,457,673 | $336.6M |
| Tiaa Trust, National Association | 0.78% | Reduce -2.5% | 2,369,283 | $324.5M |
| UBS Group AG | 0.06% | Add +2.3% | 2,367,920 | $324.3M |
| Commonwealth Equity Services, LLC | 0.42% | Reduce -3.9% | 2,300,238 | $315.0M |
| Cassaday & Co Wealth Management LLC | 6.18% | Add +1.2% | 2,143,075 | $293.5M |
| Vantagepoint Investment Advisers LLC | 2.20% | Add +5.2% | 1,993,095 | $272.9M |
| Envestnet Portfolio Solutions, Inc. | 0.90% | Add +3.3% | 1,881,084 | $257.6M |
| First Citizens Bank & Trust Co. | 4.99% | Add +2.8% | 1,745,634 | $239.0M |
| Commerce Bank | 1.26% | Reduce -0.1% | 1,660,417 | $227.4M |
| US Bancorp \de | 0.25% | Add +1.1% | 1,584,378 | $217.0M |
| Cullen/Frost Bankers, Inc. | 2.17% | Add +20.5% | 1,439,846 | $197.2M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +5.8% | 1,404,920 | $192.4M |
| CIBC Private Wealth Group LLC | 0.30% | Add +103.9% | 1,309,901 | $179.4M |
| Osaic Holdings, Inc. | 0.24% | Add +6.3% | 1,189,175 | $162.9M |
| FMR LLC | 0.01% | Add +0.4% | 1,179,261 | $161.5M |
| Raymond James Financial Inc. | 0.04% | Add +12.6% | 1,015,493 | $139.2M |
| Royal Bank of Canada | 0.02% | Add +34.7% | 877,695 | $120.2M |
| Financial Advisory Corp | 14.99% | Add +1.5% | 752,605 | $103.1M |
| Cetera Investment Advisers | 0.11% | Add +7.4% | 717,414 | $98.2M |
| Truist Financial Corp. | 0.13% | Add +2.4% | 692,784 | $94.9M |
| Mariner, LLC | 0.11% | Add +7.7% | 666,081 | $91.2M |
| Pacific Life Fund Advisors LLC | 9.20% | Reduce -7.0% | 652,479 | $89.4M |
| Focus Partners Wealth | 0.10% | Add +14.1% | 652,159 | $89.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.5% | 618,230 | $84.7M |
| American Family Investments, Inc. | 2.77% | Add +11.7% | 561,707 | $76.9M |
| Stephens Inc. | 0.94% | Add +0.9% | 549,864 | $75.3M |
| Equitable Holdings, Inc. | 0.51% | Add +4.7% | 540,043 | $74.0M |
| Stephens Group Asset Management, LLC | 4.93% | Add +0.4% | 538,596 | $73.8M |
| Zions Bancorporation, National Association | 3.17% | Add +5.5% | 501,435 | $68.7M |
| Congress Asset Management Co. | 0.44% | Add +118.3% | 458,580 | $62.8M |
| Creative Planning | 0.04% | Add +9.6% | 420,761 | $57.6M |
| Rodgers & Associates, LTD | 5.71% | Add +0.4% | 411,776 | $56.4M |
| Johnson Investment Counsel Inc. | 0.45% | Add +0.1% | 403,273 | $55.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.3% | 395,483 | $54.2M |
| GLOBALT Investments LLC / GA | 1.90% | Reduce -1.0% | 380,024 | $52.0M |
| BNP Paribas Financial Markets | 0.03% | Reduce -30.1% | 350,300 | $48.0M |
| Comerica Bank | 0.18% | Add +18.1% | 337,549 | $46.2M |
| Wescott Financial Advisory Group, LLC | 4.03% | Reduce -0.2% | 337,442 | $46.2M |
| Baird Financial Group, Inc. | 0.07% | Add +43.8% | 334,953 | $45.9M |
| AMG National Trust Bank | 1.04% | Reduce -3.7% | 322,291 | $44.1M |
| M&T Bank Corp | 0.13% | Reduce -3.0% | 304,628 | $41.7M |
| Krilogy Financial LLC | 1.34% | Add +5.8% | 282,178 | $39.4M |
| Truepoint, Inc. | 0.88% | Reduce -0.4% | 285,212 | $39.1M |
| Cedar Mountain Advisors, LLC | 7.23% | Add +0.5% | 273,518 | $37.5M |
| Pinnacle Financial Partners, Inc. | 0.27% | — | 263,638 | $36.1M |
| Bank of Hawaii | 1.72% | Add +5.5% | 253,786 | $34.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -9.6% | 252,692 | $34.6M |
| Moneta Group Investment Advisors LLC | 0.25% | Add +2.4% | 243,599 | $33.4M |
| Badgley Phelps Wealth Managers, LLC | 0.60% | Add +1.6% | 240,319 | $32.9M |
| HighTower Advisors, LLC | 0.04% | Reduce -29.2% | 235,326 | $32.2M |
| Orion Porfolio Solutions, LLC | 0.23% | Add +18.3% | 230,638 | $31.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +16.2% | 227,790 | $31.2M |
| GenWealth Group, Inc. | 4.91% | Add +9.7% | 202,807 | $28.8M |
| Natixis Advisors, LLC | 0.04% | Add +13.1% | 209,395 | $28.7M |
| Lido Advisors, LLC | 0.11% | Reduce -4.8% | 204,291 | $28.3M |
| RTD Financial Advisors, Inc. | 3.42% | Reduce -1.7% | 204,802 | $28.0M |
| Oppenheimer & Co. Inc. | 0.40% | Reduce -0.0% | 204,509 | $28.0M |
| Fifth Third Bancorp | 0.09% | Reduce -2.2% | 201,949 | $27.7M |
| Hantz Financial Services, Inc. | 0.41% | Add +11.1% | 201,602 | $27.6M |
| Bank of Montreal | 0.01% | Add +24.2% | 192,207 | $26.3M |
| EP Wealth Advisors, LLC | 0.14% | — | 189,742 | $26.0M |
| Kestra Advisory Services, LLC | 0.11% | Add +17.2% | 189,261 | $25.9M |
| MAI Capital Management | 0.15% | Add +40.9% | 187,872 | $25.7M |
| Accredited Investors Inc. | 1.36% | Reduce -6.8% | 187,039 | $25.6M |
| SVB Wealth LLC | 1.50% | Reduce -2.3% | 185,968 | $25.5M |
| Bokf, NA | 0.39% | Add +4.3% | 184,476 | $25.3M |
| Integrated Investment Consultants, LLC | 4.86% | Reduce -45.5% | 180,699 | $24.7M |
| Waverly Advisors, LLC | 0.20% | Add +6.6% | 176,065 | $24.1M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +0.9% | 175,314 | $24.0M |
| Keybank National Association | 0.08% | Reduce -2.4% | 171,633 | $23.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.06% | Add +354.1% | 169,470 | $23.2M |
| HSBC Holdings PLC | 0.01% | New | 168,785 | $23.1M |
| Corient Private Wealth LP | 0.03% | Add +3.3% | 167,966 | $23.0M |
| Washington Trust Bank | 1.59% | Add +934.5% | 165,647 | $22.7M |
| Stifel Financial Corp. | 0.02% | Add +8.3% | 162,151 | $22.2M |
| Parkway Wealth Management Group, LLC | 2.98% | — | 161,980 | $22.2M |
| Brown Advisory Inc. | 0.03% | Add +11.9% | 161,817 | $22.2M |
| MML Investors Services, LLC | 0.05% | Reduce -6.5% | 159,511 | $21.8M |
| Midwest Trust Co | 0.27% | Add +1.1% | 155,267 | $21.3M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +6.0% | 147,839 | $20.2M |
| Bishop & Co Investment Management, LLC | 6.51% | Add +0.1% | 143,562 | $19.7M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -48.1% | 141,603 | $19.4M |
| Mechanics Bank Trust Department | 2.50% | Add +3.1% | 139,533 | $19.1M |
| Allworth Financial LP | 0.08% | Add +1744.9% | 139,089 | $19.0M |
| Northern Trust Corp. | 0.00% | Reduce -6.5% | 137,677 | $18.9M |
| Whitaker-Myers Wealth Managers, LTD. | 3.88% | Add +0.0% | 135,833 | $18.6M |
| Private Advisor Group, LLC | 0.09% | Add +0.3% | 133,716 | $18.3M |
| LBJ Family Wealth Advisors, Ltd. | 10.01% | Reduce -0.2% | 132,966 | $18.2M |
| Falcon Wealth Planning | 1.48% | Add +3.7% | 128,529 | $17.6M |
| One Capital Management, LLC | 0.52% | Reduce -5.3% | 126,367 | $17.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.2% | 119,923 | $17.0M |
| Diversified Management Inc. | 3.90% | — | 122,151 | $16.7M |
"% 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.