ISHARES RUSSELL MID-CAP GROW (IWP) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL MID-CAP GROW (IWP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Private Capital Group, Disciplined Growth Investors, and Hillman Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy1,36921,080$2,700,768
Q4 2025Renaissance Technologies LLCBuy24,30031,300$4,286,222
Q4 2025Sequoia Financial AdvisorsSell-10119,711$2,699,197
Q3 2025Sequoia Financial AdvisorsBuy2,91619,812$2,821,380
Q3 2025Renaissance Technologies LLCSell-2,7007,000$996,870
Q2 2025Renaissance Technologies LLCSell-34,8009,700$1,345,196
Q2 2025Matrix Private Capital GroupBuy8041,704$236,311
Q2 2025Sequoia Financial AdvisorsSell-4216,896$2,343,114
Q1 2025Sequoia Financial AdvisorsBuy53516,938$1,990,046
Q4 2024Renaissance Technologies LLCBuy40,60044,500$5,640,375
Q4 2024Sequoia Financial AdvisorsSell-21216,403$2,079,081
Q4 2024Matrix Private Capital GroupSell-90900$114,075
Q3 2024Sequoia Financial AdvisorsSell-54616,615$1,948,805
Q3 2024Matrix Private Capital GroupBuy90990$116,117
Q2 2024Renaissance Technologies LLCSell-6,8003,900$430,365
Q2 2024Sequoia Financial AdvisorsSell-67517,161$1,893,744
Q1 2024Sequoia Financial AdvisorsSell-9,30517,836$2,035,828
Q4 2023Disciplined Growth InvestorsBuy16,36520,563$2,148,011
Q4 2023Sequoia Financial AdvisorsBuy7,99127,141$2,835,149
Q3 2023Sequoia Financial AdvisorsSell-97019,150$1,749,353
Q2 2023Sequoia Financial AdvisorsSell-2,06020,120$1,944,196
Q2 2023Renaissance Technologies LLCSell-1,80010,700$1,034
Q1 2023Sequoia Financial AdvisorsSell-78722,180$2,019,489
Q4 2022Sequoia Financial AdvisorsBuy19,77822,967$1,920,041
Q4 2022Renaissance Technologies LLCBuy5,70012,500$1,045
Q4 2022Disciplined Growth InvestorsSell-1,0724,198$350,953
Q3 2022Disciplined Growth InvestorsSell-15,0385,270$413
Q3 2022Renaissance Technologies LLCSell-4,5006,800$533
Q3 2022Sequoia Financial AdvisorsBuy2003,189$250
Q3 2022Matrix Private Capital GroupSell-28900$71

Frequently asked questions about IWP activity

  • Which institutional owners are buying IWP?

    Institutional owners buying IWP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWP activity?

    "Buy" means an investor increased their reported position in IWP compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL MID-CAP GROW (IWP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWP increasing?

    Institutional interest in IWP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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