IWP · iShares Russell Mid-Cap Growth ETF ETF
$139.69
-0.12 (-0.09%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 7
Total Value: $40,109,163
Total Shares: 273,951
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2026Top Holder
59.5%
−35.9 pts
Top 5
98.7%
−1.3 pts
Top 10
100.0%
0.0 pts
HHI
4,506
Highly concentrated−4,617
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
1
Decreased
0
Sold Out
1
Unchanged
2
Holder count:
+3
Institutional value:
-2.2%
Shares held:
-14.4%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Cornerstone Financial Management LLC | +358 | 11,444 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 163,106 | $23,880,349 | |
| Mega CITADEL ADVISORS LLC | 83,559 | $12,233,873 | |
| Mid Parkside Financial Bank & Trust | 8,828 | $1,292,506 | |
| Small Financial Insights, Inc. | 3,522 | $515,656 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 305,456 | $39,135,021 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IWP | $23,880,349 | 59.54% | 163,106 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IWP | $8,441,854 | 21.05% | 57,659 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IWP | $2,445,047 | 6.10% | 16,700 | Put | 2026-09-02 | |
| Small Cornerstone Financial Management LLC IWP | $1,675,516 | 4.18% | 11,444 | Shares | 2026-08-28 | |
| Mega CITADEL ADVISORS LLC IWP | $1,346,972 | 3.36% | 9,200 | Call | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IWP | $1,292,506 | 3.22% | 8,828 | Shares | 2026-09-04 | |
| Small Financial Insights, Inc. IWP | $515,656 | 1.29% | 3,522 | Shares | 2026-08-25 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IWP | $391,793 | 0.98% | 2,676 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC IWP | $119,470 | 0.30% | 816 | Shares | 2026-08-27 |