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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Jones Financial Companies Lllp, Wellington Management Group Llp, Wells Fargo & Company/Mn, and Integrated Investment Consultants, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+110110$16.11KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcBuy+2,058+18.1%13,442$1.97MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-84-0.9%8,828$1.29MQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+57,65957,659$8.44MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+358+3.2%11,444$1.68MQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+24,099+17.3%163,106$23.88MQ2 2026Aug 27, 2026
Financial Insights, Inc.Sell-400-10.2%3,522$515.66KQ2 2026Aug 25, 2026
Serenity Investment AdvisorsBuy+13,28313,283$1.89MQ2 2026Aug 24, 2026
West Michigan Advisors, LlcSell-17-0.9%1,836$268.85KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupSell-6,323-44.9%7,771$1.14MQ2 2026Aug 20, 2026
Field & Main BankBuy+55,779+61976.7%55,869$8.18MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+4,879+9.0%59,293$8.68MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+2,433+3.6%69,536$10.18MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+560+1.7%32,854$4.81MQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+6,7036,703$981.43KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-1,088-2.5%42,161$6.17MQ2 2026Aug 18, 2026
Integrated Investment Consultants, LlcBuy+171,138171,138$25.06MQ2 2026Aug 17, 2026
American Family Investments, Inc.Buy+103,294+16.6%723,817$105.97MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-94,031-16.9%461,131$67.51MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+5,2005,200$761.33KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-737-2.9%24,735$3.62MQ2 2026Aug 17, 2026
Jacobs Equity LlcSell-325-4.1%7,603$1.11MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-95-2.7%3,453$506.00KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-89-1.7%5,191$760.02KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-40-93.0%3$449.00Q2 2026Aug 17, 2026
Old North State Trust, LlcSell-31-1.0%3,135$459.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+2,542,3072,542,307$373.52MQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-855,039-30.0%1,996,544$282.91MQ2 2026Aug 14, 2026
Wellington Management Group LlpBuy+370,317370,317$54.22MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+199,763+3.9%5,335,358$781.15MQ2 2026Aug 14, 2026
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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.