iShares Russell Mid-Cap GrowIWPETF
13F holders, Q1 2026 (March 31)1,181holders −50
58new positions
99sold out
3famous investors
$127.60avg. 13F price*
At the end of Q1 2026, 1,181 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, down 50 from Q4 2025. 58 opened new positions and 99 sold out. The largest holders were Morgan Stanley ($2.6B), Bank of America Corp. ($909.7M) and Envestnet Asset Management Inc. ($739.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $39.7M |
| Exits | 99 | $122.0M |
All 13F filers, Q4 2025 → Q1 2026: 3,751,798 shares bought and 9,098,076 shares sold, net −5,346,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,181 holders
| Morgan Stanley | 0.15% | Add +2.6% | 19,905,431 | $2.6B |
| Bank of America Corp. | 0.07% | Add +0.1% | 7,100,610 | $909.7M |
| Envestnet Asset Management Inc. | 0.20% | Reduce -3.9% | 5,772,532 | $739.6M |
| Wells Fargo & Company | 0.13% | Reduce -3.1% | 5,135,595 | $658.0M |
| First Command Advisory Services, Inc. | 3.41% | Add +2.9% | 3,951,302 | $506.2M |
| Jones Financial Companies LLLP | 0.17% | Reduce -39.7% | 2,851,583 | $356.4M |
| UBS Group AG | 0.06% | Add +16.2% | 2,751,384 | $352.5M |
| LPL Financial LLC | 0.09% | Add +1.1% | 2,644,351 | $338.8M |
| Ameriprise Financial Inc. | 0.08% | Reduce -6.5% | 2,602,259 | $332.8M |
| PNC Financial Services Group, Inc. | 0.18% | Reduce -1.0% | 2,434,200 | $311.9M |
| Commonwealth Equity Services, LLC | 0.40% | Reduce -2.0% | 2,253,574 | $288.7M |
| Cassaday & Co Wealth Management LLC | 5.96% | Add +1.9% | 2,184,734 | $279.9M |
| Vantagepoint Investment Advisers LLC | 2.28% | Add +5.6% | 2,103,984 | $269.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.97% | — | 1,974,458 | $253.0M |
| Envestnet Portfolio Solutions, Inc. | 1.17% | Reduce -12.4% | 1,647,589 | $211.1M |
| Commerce Bank | 1.00% | Reduce -2.6% | 1,617,898 | $207.3M |
| US Bancorp \de | 0.25% | Reduce -0.1% | 1,582,899 | $202.8M |
| First Citizens Bank & Trust Co. | 4.14% | Reduce -12.1% | 1,534,093 | $196.5M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +0.8% | 1,415,556 | $181.4M |
| Cullen/Frost Bankers, Inc. | 1.85% | Reduce -11.5% | 1,273,878 | $163.2M |
| FMR LLC | 0.01% | Reduce -0.2% | 1,176,536 | $150.7M |
| Osaic Holdings, Inc. | 0.22% | Reduce -1.5% | 1,171,450 | $150.1M |
| Raymond James Financial Inc. | 0.04% | Add +2.1% | 1,037,365 | $132.5M |
| Financial Advisory Corp | 13.94% | Add +4.0% | 783,005 | $100.3M |
| Royal Bank of Canada | 0.02% | Reduce -13.9% | 755,617 | $96.8M |
| Cetera Investment Advisers | 0.09% | Reduce -3.8% | 690,014 | $88.4M |
| Mariner, LLC | 0.10% | Add +1.3% | 674,595 | $86.4M |
| Focus Partners Wealth | 0.09% | Add +0.9% | 657,827 | $84.3M |
| Truist Financial Corp. | 0.11% | Reduce -7.9% | 637,930 | $81.7M |
| CIBC Bancorp USA Inc. | 0.11% | — | 632,091 | $81.0M |
| American Family Investments, Inc. | 2.09% | Add +10.5% | 620,523 | $79.5M |
| Pacific Life Fund Advisors LLC | 8.93% | Reduce -7.0% | 606,847 | $77.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.9% | 606,784 | $75.0M |
| Stephens Group Asset Management, LLC | 4.50% | Add +2.3% | 550,990 | $70.6M |
| Stephens Inc. | 0.84% | Reduce -4.8% | 523,361 | $67.1M |
| Fifth Third Bancorp | 0.12% | Add +153.0% | 511,007 | $65.5M |
| Zions Bancorporation, National Association | 4.17% | Add +0.7% | 504,731 | $64.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.1% | 439,554 | $56.3M |
| Rodgers & Associates, LTD | 5.62% | Add +4.7% | 431,031 | $55.2M |
| Creative Planning | 0.04% | Add +0.6% | 423,386 | $54.2M |
| Johnson Investment Counsel Inc. | 0.42% | Reduce -0.0% | 403,230 | $51.7M |
| Natixis Advisors, LLC | 0.06% | Add +65.3% | 346,143 | $44.3M |
| Wescott Financial Advisory Group, LLC | 3.80% | Add +0.1% | 337,918 | $43.3M |
| AMG National Trust Bank | 0.94% | Add +4.7% | 337,497 | $43.2M |
| Truepoint, Inc. | 0.96% | Add +17.9% | 336,317 | $43.1M |
| Krilogy Financial LLC | 1.33% | Add +8.6% | 306,523 | $41.4M |
| Congress Asset Management Co. | 0.29% | Reduce -32.1% | 311,168 | $39.9M |
| M&T Bank Corp | 0.13% | Add +0.3% | 305,456 | $39.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -14.6% | 299,260 | $38.3M |
| Mesirow Financial Investment Management, Inc. | 0.58% | Add +211.4% | 278,458 | $35.7M |
| Cedar Mountain Advisors, LLC | 6.85% | Reduce -0.1% | 273,302 | $35.0M |
| Bank of Hawaii | 1.75% | Add +3.0% | 261,375 | $33.5M |
| Moneta Group Investment Advisors LLC | 0.25% | Add +5.3% | 256,552 | $32.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +1.4% | 256,312 | $32.8M |
| Pinnacle Financial Partners, Inc. | 0.25% | Reduce -3.8% | 253,663 | $32.5M |
| Badgley Phelps Wealth Managers, LLC | 0.63% | Add +2.8% | 247,050 | $31.7M |
| Baird Financial Group, Inc. | 0.05% | Reduce -26.9% | 244,939 | $31.4M |
| HighTower Advisors, LLC | 0.03% | Add +3.1% | 242,677 | $31.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.09% | Add +41.2% | 239,290 | $30.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.4% | 228,667 | $29.3M |
| Bokf, NA | 0.44% | Add +22.3% | 225,584 | $28.9M |
| Hantz Financial Services, Inc. | 0.43% | Add +9.2% | 220,082 | $28.2M |
| Orion Porfolio Solutions, LLC | 0.23% | Reduce -9.1% | 209,725 | $26.9M |
| Oppenheimer & Co. Inc. | 0.31% | Reduce -2.0% | 200,417 | $25.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +4.3% | 197,442 | $25.3M |
| RTD Financial Advisors, Inc. | 3.05% | Reduce -5.4% | 193,789 | $24.8M |
| Brown Advisory Inc. | 0.04% | Add +19.8% | 193,774 | $24.8M |
| Lido Advisors, LLC | 0.10% | Reduce -5.4% | 193,236 | $24.8M |
| EP Wealth Advisors, LLC | 0.12% | Add +1.2% | 192,073 | $24.6M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +8.8% | 190,796 | $24.4M |
| Parkway Wealth Management Group, LLC | 3.06% | Add +13.7% | 184,131 | $24.2M |
| Bank of Montreal | 0.01% | Reduce -7.7% | 177,481 | $22.7M |
| SVB Wealth LLC | 1.50% | Reduce -4.6% | 177,337 | $22.7M |
| Accredited Investors Inc. | 1.22% | Reduce -5.8% | 176,108 | $22.6M |
| Integrated Investment Consultants, LLC | 4.77% | Reduce -3.0% | 175,231 | $22.5M |
| Washington Trust Bank | 1.65% | Add +5.7% | 175,040 | $22.4M |
| Waverly Advisors, LLC | 0.17% | Reduce -1.4% | 173,669 | $22.3M |
| HSBC Holdings PLC | 0.01% | Add +2.8% | 173,483 | $22.2M |
| Keybank National Association | 0.08% | Add +0.3% | 172,144 | $22.1M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 162,480 | $20.8M |
| MAI Capital Management | 0.12% | Reduce -13.6% | 162,277 | $20.8M |
| Midwest Trust Co | 0.26% | Add +2.8% | 159,564 | $20.4M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +6.4% | 157,268 | $20.1M |
| Tiaa Trust, National Association | 1.22% | Reduce -93.4% | 156,876 | $20.1M |
| Falcon Wealth Planning | 1.28% | Add +13.8% | 146,291 | $18.7M |
| Whitaker-Myers Wealth Managers, LTD. | 3.66% | Add +5.5% | 143,303 | $18.4M |
| Mechanics Bank Trust Department | 2.48% | Add +0.1% | 139,696 | $17.9M |
| Allworth Financial LP | 0.07% | Add +0.2% | 139,324 | $17.9M |
| Corient Private Wealth LP | 0.03% | Reduce -17.2% | 139,007 | $17.8M |
| Wealthspire Advisors, LLC | 0.14% | Reduce -2.3% | 138,416 | $17.7M |
| MML Investors Services, LLC | 0.05% | Reduce -15.2% | 135,306 | $17.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 135,083 | $17.3M |
| LBJ Family Wealth Advisors, Ltd. | 9.53% | Reduce -1.1% | 131,521 | $16.3M |
| Private Advisor Group, LLC | 0.07% | Reduce -7.4% | 123,871 | $15.9M |
| Diversified Management Inc. | 2.70% | Add +0.8% | 123,120 | $15.8M |
| Captrust Financial Advisors | 0.03% | Add +4.0% | 121,014 | $15.5M |
| Bank of New York Mellon Corp | 0.00% | Add +3.3% | 120,394 | $15.4M |
| AE Wealth Management LLC | 0.08% | Add +25.4% | 119,429 | $15.3M |
| Stonebridge Financial Group, LLC | 1.24% | Add +5.1% | 117,660 | $15.1M |
| HUB Investment Partners, LLC | 0.37% | Add +9.5% | 116,880 | $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.